Director, Partnerships - Retail Equity Capital

Wealthsimple
Canada
Workplace: RemoteFull timeFunction: Business Development & PartnershipsExperience: 10+ yearsSkills: ["Ownership","Cross-functional collaboration","Executive communication","Relationship-building","Strategic judgment"]

Own and execute the retail equity capital partnerships strategy, expanding investment access for clients across public and private markets. Build relationships with investment banks, syndicate desks, issuers, and private market platforms, serving as the primary external voice for retail distribution. Lead end-to-end execution of IPOs and other opportunities, coordinating across legal, product, engineering, marketing, and operations while developing scalable frameworks, narratives, and business cases.

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FursaFursa
Wealthsimple
Wealthsimple
2 months ago

Director, Partnerships - Retail Equity Capital

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Last checked: 4 hours agoStatus: Live

Job Summary

Own and execute the retail equity capital partnerships strategy, expanding investment access for clients across public and private markets. Build relationships with investment banks, syndicate desks, issuers, and private market platforms, serving as the primary external voice for retail distribution. Lead end-to-end execution of IPOs and other opportunities, coordinating across legal, product, engineering, marketing, and operations while developing scalable frameworks, narratives, and business cases.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Director level

Key Responsibilities

  • •Define and own the retail investment access strategy across public and private markets.
  • •Build and grow relationships across the investment ecosystem, positioning the company as a trusted distribution partner.
  • •Serve as the primary external voice to issuers and capital markets counterparties to secure access to high-demand offerings.
  • •Lead end-to-end execution of IPO and other client opportunities, coordinating across legal, engineering, marketing, and operations.
  • •Partner with product and engineering to shape the roadmap and infrastructure to scale investment access capabilities, and build repeatable operational processes.

Pay and Benefits

Perks:Health InsuranceLife InsurancePaid LeaveWellness StipendRemote Work

Key Requirements

  • •10+ years of experience in equity capital markets, private markets, or related fields with exposure to equity offerings and capital markets transactions.
  • •Strong ownership mindset and ability to operate autonomously in a fast-paced, ambiguous environment.
  • •Ability to manage complex, cross-functional initiatives across legal, product, engineering, and go-to-market teams.
  • •Executive-level communication and relationship-building skills to represent the company credibly to issuers, banks, and senior counterparties.
  • •Comfort with financial modeling and data-driven decision-making, plus strong commercial and analytical acumen.
Experience:10+ yearsEquity capital marketsPrivate marketsCapital markets
Skills:OwnershipCross-functional collaborationExecutive communicationRelationship-buildingStrategic judgment

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn