Jobs at Wealthsimple

Lead data science initiatives supporting Wealthsimple’s Commercial team and AI Voice Agent program. Build reliable data models, develop and maintain machine-learning models, design experiments, conduct analyses, and create dashboards and metrics. Partner with Sales, Operations, Product, Design, Engineering, and leadership to improve sales processes and business outcomes. Mentor teammates and communicate insights to senior stakeholders.

Own employee benefits inquiries and escalations, ensure accurate data flow between HRIS and providers, analyze utilization and costs, manage benefits vendors, improve self-service resources, and recommend program enhancements. The role supports Canadian and US benefits programs, simplifies processes through automation and AI, and partners with Total Rewards leadership on future offerings.

Owns Wealthsimple’s end-to-end Canadian indirect tax compliance, including GST/HST, QST, PST, registrations, nexus monitoring, audits, tax accruals, reconciliations, legislative monitoring, controls, and recovery opportunities. Provides tax research and advisory support for new products and transactions while partnering with Finance and Technology on tax coding, systems, process improvements, and AI automation initiatives.

Build, orchestrate, test, monitor, and maintain automated workflows supporting an AI chat platform. Investigate failures using SQL and Python, identify edge cases, optimize operational pipelines, apply QA and lifecycle controls, use LLMs for data and log analysis, and collaborate with engineering and operations stakeholders on scalable technical solutions.

Lead full-stack development of people intelligence products, including performance, compensation, talent review, rewards, and employee self-service tools. Design scalable integrations with HR systems and people data platforms, protecting sensitive employee information through authentication, authorization, and auditability. Partner with People teams to simplify complex processes, lead products from conception through iteration, and improve engineering standards through reviews, documentation, and mentorship.

Investigate and manage security incidents from triage through containment and documentation. Build incident-response playbooks, automate repetitive workflows, improve SIEM and SOAR capabilities, develop detection rules, report incident trends, and coordinate with Engineering, HR, Fraud, and Privacy teams. Participate in on-call support and act as incident commander for lower- and medium-severity incidents.

Lead complex security incident investigations, serve as Incident Commander, develop response playbooks and automation, improve SIEM and SOAR capabilities, create detection rules, coordinate insider-threat investigations, mentor responders, and participate in on-call incident response.

Owns onboarding, learning, employee experience, and company-wide events end to end. Designs and facilitates live programs for employees and leaders, builds curricula in a learning platform, produces in-person and remote events, manages vendors and budgets, and measures program effectiveness through feedback and metrics. The role partners across People Operations, Talent Acquisition, Communications, IT, Brand, and business leadership to improve employee experiences and scale programs.

Owns counterparty credit risk assessments, credit-limit recommendations, exposure monitoring, concentration limits, stress testing, and risk-policy procedures. The role analyzes financial statements and broker-dealer regulatory capital, including risk-adjusted capital, net excess capital, Form 1, and FOCUS filings. It partners with Treasury, Finance, Market Risk, Legal, Product, and Securities Lending teams to identify emerging risks and maintain exposures within approved thresholds.

Own card fraud strategy across application, transaction, and account takeover fraud. Manage fraud loss budgets, design and optimize detection rules, backtest models, set ML risk thresholds, and balance fraud prevention with client experience and operational costs. Partner with Product and Engineering to implement controls, guide data scientists and analytics developers, mentor junior teammates, and influence cross-functional stakeholders without direct authority.

Own net-new SMB customer acquisition for Wealthsimple Business by building growth channels from scratch. Lead paid media, partnerships, content, community, webinars, positioning, and funnel experiments. Analyze CAC/LTV and downstream pipeline value, scale successful campaigns, collaborate with demand generation on nurture handoffs, and use AI to accelerate audience research, creative development, copy iteration, and experimentation.

Own credit policy for Wealthsimple’s new SMB business lending products, including underwriting, adjudication, credit limits, pricing, exposure management, collections strategies, and lifecycle monitoring. Analyze portfolio performance through vintage and cohort analysis, champion-challenger testing, and quantitative modeling. Partner with Engineering, Product, Data Science, Fraud, Collections, and Client Experience to build automated lending infrastructure and define risk appetite.

Conduct quantitative research, build market and order-flow models, develop algorithmic trading and routing systems, and manage their daily operations. The role includes designing simulation frameworks, validating algorithm performance against historical and real-world data, adapting systems to changing market conditions, and partnering with engineering, data science, operations, and product teams.

Supports Treasury through financial analytics, regulatory reporting, dashboards, and data-driven decision-making. Uses SQL, Excel, Kyriba, and business intelligence tools to extract and analyze treasury data, manage recurring reports, improve processes, and ensure accuracy. Collaborates with Product, Engineering, Data Science, Finance, IT, and senior stakeholders on cash and collateral management projects and translates business requirements into technical reporting solutions.

Own and grow partnerships that drive customer acquisition for Wealthsimple across digital and real-world channels. Responsibilities include sourcing and negotiating partner relationships, securing co-marketing and referral agreements, managing business banking acquisition channels, activating sponsorships, and delivering net-new funded clients and deposits. The role partners with Growth, Brand, Product Marketing, and Business Banking Product teams while measuring campaign performance, attribution, reach, and ROI.

Lead and develop a software engineering team building institutional investment transfer platforms. Responsibilities include hiring, coaching, technical direction, roadmap planning, reliability and scalability improvements, operational automation, cross-functional delivery, engineering best practices, incident response, and AI-assisted development. The role partners with Product, Design, Operations, CX, Infrastructure, Security, and SRE teams in a complex financial technology environment.

Build and maintain sophisticated lifecycle marketing systems using Braze, HTML, CSS, Liquid, SQL, APIs, and webhooks. Develop interactive email, in-app, and web experiences; manage automation journeys, personalization, segmentation, integrations, reporting, and platform administration. Evaluate AI and workflow automation tools, create self-service solutions, troubleshoot technical issues, and support marketers through technical guidance, documentation, and training.

Develop and lead innovative integrated brand campaigns across film, digital, social, print, and interactive experiences. The role owns creative projects from concept through production, provides art direction, creates storyboards and visual assets, presents creative concepts, collaborates with cross-functional teams, directs designers and production partners, and uses AI tools for prototyping and asset development.

Build and manage Wealthsimple’s internal controls over financial reporting program. Responsibilities include designing control frameworks, maintaining process narratives and risk-control matrices, directing walkthroughs and testing, coordinating external audits and SOC 1 activities, supporting remediation, and partnering with Finance, Operations, Engineering, technology teams, and external advisors. The role also involves developing scalable controls documentation and technology-enabled solutions, including AI tooling.

Own growth marketing data science for a key domain, developing optimization algorithms, attribution and incrementality models, experimentation strategies, analytics pipelines, dashboards, and strategic insights. Partner with marketing, product, engineering, data engineers, and ad platforms to improve customer acquisition, campaign performance, and marketing ROI. Serve as the end-to-end data domain owner and translate complex analyses into business decisions.