Remote Otter LogoRemoteOtter

Senior Manager, Brokerage Finance - Remote

Posted 21 hours ago
Finance / Legal
Full Time
CA

Overview

As Senior Manager, Brokerage Finance, you will play a pivotal role in linking product innovation with financial and regulatory obligations, ensuring compliance and integrity in financial systems.

In Short

  • Guide the design of brokerage financial systems.
  • Act as a financial and regulatory liaison during product development.
  • Own regulatory reporting and compliance with CIRO.
  • Support month-end reporting processes.
  • Collaborate with engineering and operations teams.
  • Translate complex regulatory requirements into actionable steps.
  • Build products in fast-paced environments.
  • Lead cross-functional projects and partnerships.
  • Utilize strong analytical and communication skills.
  • Experience with brokerage accounting systems is essential.

Requirements

  • 5+ years in the brokerage industry.
  • CPA designation is required.
  • Experience with financial regulations in Canada.
  • Ability to work in ambiguous settings.
  • Strong understanding of financial products.
  • Detail-oriented and analytical mindset.
  • Fluency in stakeholder communication.
  • Experience with systems like Broadridge or ISM.
  • CFO qualifying exam and Canadian Securities Course are assets.

Benefits

  • Opportunity to impact financial technology.
  • Collaborative and inclusive team environment.
  • Work with cutting-edge financial technology.
  • Engage in high-performing teams.
  • Contribute to a mission of financial freedom for all.
Wealthsimple logo

Wealthsimple

Wealthsimple is a leading fintech company based in Canada, dedicated to helping individuals achieve financial freedom through innovative and accessible financial services. With a mission to simplify money management, Wealthsimple leverages smart technology to transform traditionally complex and costly financial services into transparent and affordable solutions. Serving over 4 million users and managing more than $50 billion in assets, the company fosters a collaborative and inclusive work environment, encouraging talented individuals to contribute to its groundbreaking ideas and high-performing teams. Wealthsimple is committed to diversity, equity, and inclusion, ensuring that its products cater to a diverse world.

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