Director, Partnerships - Retail Equity Capital
Core
Define and execute Wealthsimple's retail equity capital strategy to expand investment opportunities for clients and establish the firm as a distribution partner for issuers.
Role type
Director, Partnerships - Retail Equity Capital
Builds
Retail investment access products (IPOs, private market offerings) for Wealthsimple clients
Domain
Financial Services / Equity Capital Markets / Private Markets
Deliverable
client delivery
Required skills
Equity capital markets expertise, relationship building with investment banks and issuers, end-to-end deal execution, cross-functional leadership, financial modeling, strategic narrative development, operational process scaling
Preferred skills
Network in Canadian, US, and international capital markets, experience building functions from the ground up
Technologies
None stated
Responsibilities
Define retail investment access strategy, build relationships across the investment ecosystem, serve as primary external voice to issuers, lead end-to-end execution of IPOs and client opportunities, partner with product/engineering to shape roadmap, build repeatable operational frameworks
Seniority
Director, strategic ownership & execution
