合作伙伴关系总监 - 零售股权资本
Director, Partnerships - Retail Equity Capital
### **打造人们喜爱的产品**
Wealthsimple 是加拿大领先的金融创新者。公司提供一系列简单而专业的金融产品，涵盖托管投资、自助交易、加密货币、税务申报、消费与储蓄。Wealthsimple 目前为超过 400 万加拿大用户提供服务，管理资产超过 1550 亿美元。公司由一群金融专家和科技创业者于 2014 年创立，总部位于加拿大多伦多。
我们自豪于所创造的一切——而这只是开始。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)。
Wealthsimple 的企业拓展部门是一个精简高效、影响力巨大的团队，负责通过并购、投资和战略举措加速公司增长。作为零售股权资本合作伙伴关系总监，向企业拓展副总裁汇报，您将负责 Wealthsimple 零售股权资本策略的愿景与执行，建立一个处于发行人、资本市场和零售投资者交汇点的职能。
您的职责是扩大 Wealthsimple 客户的投资机会，同时确立 Wealthsimple 作为发行人向零售投资者大规模触达的有意义的分发合作伙伴。您将在整个生态系统中发起并发展关系，包括投行、承销柜台和新兴市场平台。虽然高级管理层会在最高层面保持参与，但您将负责每个机会的全流程，从发起和关系建设到执行和客户交付。在内部，您将协调法律、产品管理、工程、营销和运营，成功将每项产品推向市场，并为客户带来一流的体验。
#### **在该职位中，您将：**
- 制定并主导 Wealthsimple 的零售投资准入策略，确定我们如何在公开和私人市场中扩展为客户提供的机会范围
- 在投资生态系统中建立并拓展关系，包括投行、承销柜台、发行人和私人市场平台，将 Wealthsimple 定位为值得信赖且具有差异化的分发合作伙伴
- 作为 Wealthsimple 对发行人的主要外部声音，与资本市场进行沟通
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).
The Corporate Development function at Wealthsimple is a lean, high-impact team responsible for accelerating the company's growth through mergers & acquisitions, investments, and strategic initiatives. As Director of Partnerships for Retail Equity Capital, reporting to the VP of Corporate Development, you will own the vision and execution of Wealthsimple's retail equity capital strategy, building a function that sits at the intersection of issuers, capital markets, and retail investors.
Your mandate is to expand the investment opportunities available to Wealthsimple clients while establishing Wealthsimple as a meaningful distribution partner for issuers looking to reach retail investors at scale. You will originate and develop relationships across the ecosystem, from investment banks and syndicate desks to emerging market platforms. While senior leadership remains engaged at the highest levels, you will own the full lifecycle of each opportunity from origination and relationship development through execution and client delivery. Internally, you will coordinate across legal, product management, engineering, marketing, and operations to bring each offering to market successfully and deliver a best-in-class client experience.
#### **In this role, you will:**
- Define and own Wealthsimple's retail investment access strategy, identifying how we expand the range of opportunities available to our clients across public and private markets
- Build and grow relationships across the investment ecosystem, including investment banks, syndicate desks, issuers, and private market platforms, positioning Wealthsimple as a trusted and differentiated distribution partner
- Serve as Wealthsimple's primary external voice to issuers and capital markets counterparties, articulating the strategic value of retail distribution and securing access to high-demand offerings
- Lead end-to-end execution of IPO and other client opportunities to invest in, coordinating across legal, engineering, marketing, and operations to bring offerings to market successfully and compliantly
- Partner with product and engineering to shape the roadmap and infrastructure needed to scale Wealthsimple's investment access capabilities over time
- Build repeatable frameworks and operational processes that allow the function to scale as deal volume and product complexity grow
- Develop compelling strategic narratives and business cases that align senior leadership on participation decisions and longer-term market opportunities
#### **We're looking for someone who has:**
- 10+ years of experience in equity capital markets, private markets, or related field with direct exposure to equity offerings and capital markets transactions
- A strong ownership mindset with the ability to operate autonomously in a fast-paced, ambiguous environment
- Proven ability to manage complex, cross-functional initiatives across legal, product, engineering, and go-to-market teams
- Executive-level communication and relationship-building skills, with the ability to represent Wealthsimple credibly to issuers, banks, and senior counterparties
- Strong commercial and analytical acumen, including comfort with financial modeling and data-driven decision-making
- A well-developed network across investment banks, capital markets participants, and financial services in Canada, the US, and internationally
- Excellent strategic judgment, creative problem-solving, and the ability to move quickly without sacrificing quality
- Demonstrated ability to build and scale operational processes from the ground up
### **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.