经纪平台运营经理（总账）
Manager, Brokerage Platform Operations (General Ledger)
### **打造人们喜爱的产品**
Wealthsimple 是加拿大领先的金融创新公司。公司提供一系列简单而复杂的金融产品，涵盖托管投资、自助交易、加密货币、税务申报、消费和储蓄。Wealthsimple 目前为超过 400 万加拿大用户提供服务，并管理着超过 1550 亿美元的资产。公司由一群金融专家和技术企业家于 2014 年创立，总部位于加拿大多伦多。
我们为自己所构建的一切感到自豪——而我们才刚刚开始。阅读我们的 [文化手册](https://www.wealthsimple.com/en-ca/culture) 并了解更多 [我们的工作方式](https://www.wealthsimple.com/en-ca/careers)。
**职位简介**
向经纪账户运营总监汇报，你将负责并扩展我们的经纪总账流程。你处于运营、财务和工程的交汇点——将交易记账逻辑转化为可靠的运营流程。你的核心任务是保障总账的完整性，确保符合监管审计要求，并系统地改进核心经纪流程。
**团队简介：**
经纪运营团队负责 Wealthsimple 经纪服务背后的引擎。我们确保数十亿美元的资金能够无缝、准确且完全符合监管标准地流动。我们的团队跨职能协作，将技术工程规范与现实中的财务准确性相衔接。
**你将负责的工作**
- **保障总账完整性：** 领导跨职能团队，确保所有客户交易数据的准确分录、对账和报告。
- **解决系统性问题：** 调查进入总账的数据异常，追溯根本原因以设计自动化的长期解决方案。
- **确保审计就绪：** 协调经纪审计（SOC、FinOps、MFRs）的操作交付物，并维护健全的流程文档。
- **监督资产转移：** 监控内部和外部总账转账记录，跟踪时间线以便及时处理异常情况。
- **扩展运营：** 与工程团队合作，自动化手动流程，降低运营风险，并支持新产品发布。
- **发展团队与流程：** 指导团队成员，同时设计流程改进方案，减少人工负担并消除单点故障。
**你带来的技能**
- **5年以上** 在经纪或经纪人相关领域的经验
查看英文原文
### **Build something people love**
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our [Culture Manual](https://www.wealthsimple.com/en-ca/culture) and learn more about [how we work](https://www.wealthsimple.com/en-ca/careers).
**About the Role**
Reporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. You sit at the intersection of Operations, Finance, and Engineering—translating transactional booking logic into reliable operational workflows. Your core mission is to safeguard ledger integrity, ensure regulatory audit readiness, and systematically improve core brokerage processes.
**About the Team:**
The Brokerage Operations team manages the engine behind Wealthsimple’s brokerage services. We ensure billions of dollars move seamlessly, accurately, and in full compliance with regulatory standards. Our team works cross-functionally to bridge technical engineering specs with real-world financial accuracy.
**What You'll Do**
- **Ensure Ledger Integrity:** Lead cross-functional efforts to ensure accurate journal entries, reconciliations, and reporting for all client transactional data.
- **Remediate Systemic Issues:** Investigate data anomalies entering the general ledger, tracing root causes to design automated, long-term solutions.
- **Lead Audit Readiness:** Coordinate operational deliverables for brokerage audits (SOC, FinOps, MFRs) and maintain robust process documentation.
- **Oversee Asset Movements:** Monitor internal and external ledger transfer bookings, tracking timelines so exception cases are handled promptly.
- **Scale Operations:** Partner with Engineering to automate manual workflows, reduce operational risk, and support new product launches.
- **Develop the Team & Processes:** Mentor team members while designing process improvements that reduce manual burden and eliminate single points of failure.
**Skills You Bring**
- **5+ years of experience** in brokerage or broker-dealer accounting, finance, or ledger operations.
- **Direct general ledger experience** operating an in-house or non-outsourced ledger day-to-day.
- **Cross-functional fluency** with the ability to communicate technical requirements to Engineering and accounting logic to Finance.
- **Experience with regulatory oversight**, such as Monthly Financial Reports (MFRs) or SOC audit support.
**Nice to Have**
- Hands-on experience mapping software systems like Oracle GL or NetSuite.
- Hands-on experience using SQL
### **Why Wealthsimple?**
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
### **ICYMI**
**Technology & Innovation at Wealthsimple:** We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
**Inclusion Statement:** We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
**Accessibility Statement:** We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
**AI in Hiring:** We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.