Director, Partnerships – Retail Equity Capital

This is a fully remote position, open to applicants in Canada.

📋 Description

• Define and take ownership of Wealthsimple's strategy for retail investment access, focusing on expanding opportunities for our clients in both public and private markets.

• Cultivate and enhance relationships within the investment ecosystem, including investment banks, syndicate desks, issuers, and private market platforms, establishing Wealthsimple as a reliable and distinct distribution partner.

• Act as Wealthsimple's primary external representative to issuers and capital markets stakeholders, conveying the strategic importance of retail distribution and securing access to sought-after offerings.

• Oversee the complete execution of IPOs and other client investment opportunities, coordinating with legal, engineering, marketing, and operations teams to successfully and compliantly bring offerings to market.

• Collaborate with product and engineering teams to develop the roadmap and infrastructure required to scale Wealthsimple's investment access capabilities over time.

• Create repeatable frameworks and operational processes that enable the function to grow as deal volume and product complexity increase.

• Craft persuasive strategic narratives and business cases that align senior leadership on participation decisions and long-term market opportunities.

⛳️ Requirements

• A minimum of 10 years of experience in equity capital markets, private markets, or a related field, with direct exposure to equity offerings and capital markets transactions.

• A robust ownership mindset with the capability to work independently in a fast-paced and ambiguous environment.

• Demonstrated ability to manage intricate, cross-functional initiatives involving legal, product, engineering, and go-to-market teams.

• Executive-level communication and relationship-building skills, capable of representing Wealthsimple credibly to issuers, banks, and senior counterparts.

• Strong commercial and analytical skills, including proficiency in financial modeling and data-driven decision-making.

• A well-established network across investment banks, capital markets participants, and financial services in Canada, the US, and internationally.

• Excellent strategic judgment, creative problem-solving abilities, and the capacity to act swiftly without compromising quality.

• Proven track record of building and scaling operational processes from the ground up.

🏝️ Benefits

• Top-tier health benefits and life insurance.

• Long-term group savings with employer match, via Wealthsimple for Business.

• 20 vacation days, 4 wellness days, and unlimited sick and mental health days each year.

• 90 days away: the option to work outside Canada for up to 90 days per year.

• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.