• Lead the capital and liquidity planning effort to ensure optimal positions for each material legal entity through close collaboration with data science, FP&A, product leaders and regulatory reporting teams • Lead the contingent funding plan design, implementation and testing • Be responsible for Wealthsimple’s capital and liquidity policies and frameworks • Support planning, forecasting, effective allocation and optimization. • Responsible for Wealthsimple’s overall Treasury risk management including capital & liquidity risk identification, risk assessment, monitoring and reporting and proactive management • Drive review and assessment of key liquidity and capital assumptions to optimize financial resources while considering potential risks & vulnerabilities • Act as subject matter expert for Treasury modeling, stress testing and scenario design • Drive establishment of capital allocation framework and optimization strategies • Identify asset liability management metrics to monitor and improve balance sheet efficiency and overall performance • Monitor internal and external factors to keep within our balance sheet exposure appetite and perform periodic review and recalibration to assess thresholds/limits • Have full understanding of capital structure, funds flow and support new initiatives and ad-hoc analysis including peer benchmarking

The Care Manager (CM) RN will lead a multidisciplinary healthcare team in a primary care / telephonic setting, focusing on coaching and coordination of care for patients needing navigation, addressing nursing care needs and follow up after clinical events. The CM RN will identify the needs of patients at risk and assist the providers to develop processes for managing the patient’s preventative care, transitions of care, and or chronic disease management using defined protocols as well as their own sound clinical judgement. This person will promote patient-centered care, working with primary care providers and medical home team members. The CM RN is a key role in the care coordination of patients attributed to value based contracts. FLSA Status Exempt Salary Range $80,000-110,000 Reports To Medical Management Director Direct Reports Yes Location Remote Travel Up to 10% Work Type Regular Schedule Full Time Position Description: The Care Manager (CM) RN will lead a multidisciplinary healthcare team in a primary care / telephonic setting, focusing on coaching and coordination of care for patients needing navigation, addressing nursing care needs and follow up after clinical events. The CM RN will identify the needs of patients at risk and assist the providers to develop processes for managing the patient’s preventative care, transitions of care, and or chronic disease management using defined protocols as well as their own sound clinical judgement. This person will promote patient-centered care, working with primary care providers and medical home team members. The CM RN is a key role in the care coordination of patients attributed to value based contracts. Duties and Responsibilities (including but not limited to) - Evaluates patients for care management services, determines appropriate level of care coordination management for the patient - Complete a comprehensive assessment to identify patient risk and develop a care plan utilizing clinical expertise and judgement to evaluate needs for alternative services as needed - Work collaboratively with physicians and in-house resources including pharmacists, registered dieticians, social workers and other disciplines to create a person-centered care plan with measurable SMART goals - Monitor and update care plan to include progress towards achieving established goals and self-management activities - Interact with patient, family and providers and multidisciplinary care team to assess the options of care including use of benefits ad community resources to update care plan. Utilize developed systems, processes, and initiatives to engage patients in relevant case management activities necessary to promote wellness and care at the right place and time. - Work collaboratively with physicians and in-house resources including pharmacists, registered dieticians, social workers and other disciplines to support patient adherence to medical plan of care. - Supervise and act as a resource for non-clinical staff [i.e. care coordinators, social workers]. - Verify that appropriate home care, hospice care, and other ancillary services (DME, infusion services etc.) are in place and are being delivered as directed by the care team - Coordinate necessary referrals and authorizations within care management areas - Facilitate the information flow between hospital, long-term care, specialists and home health representatives and the care team - Use available data and work with physician and office staff to help identify high risk, high need, and potentially high-cost patients - Coordinate care and communicate with multiple providers, internal and external to the practice. - Identify and utilize cultural and community resources and align with the patient’s cultural preferences as much as possible - Verify that members are screened for behavioral health concerns (depression / substance abuse) and are receiving appropriate screening and behavioral health interventions. - Facilitate any necessary follow-up behavioral health needs with local behavioral health providers. - Attend required training and collaboration sessions [i.e., learning sessions, care management meetings, and practice team meetings] as scheduled. - Provide and facilitate open communication, regarding patient status, with physicians and office staff. - Obtain records from other physicians/labs/diagnostic centers as requested by the physicians and as needed for care coordination efforts. - Develop constructive relationships with internal population health team members, participating providers, and community resources. - Other job-related duties as assigned Qualifications or Education, Training and Experience - Compact RN License – California and NY Licensure preferred in addition - Bachelor’s degree in nursing preferred; Associate degree in nursing is minimum requirement. - 1-2 years’ experience in acute inpatient, rehabilitation, sub-acute, skilled facility, home care, ambulatory care management, or managed health plan. - Preferred: Certified Case Management (CCM) certification - Preferred: Care/Case Management experience Working knowledge of the following required: - Principles of utilization management; care management principles; basic knowledge of health plan contracts and benefit eligibility requirements; Hospital structures, Managed Care and payment systems - Timely and accurate documentation of day-to-day activities in designated technology platform - Adaptable to new technologies and software - Proficiency in EMR system(s), Outlook and data entry experience preferred - Basic PC skills (MS Word/Outlook/PPT/Excel) Examples of Competencies: - Ability to use independent judgment and to manage and impart confidential information. - Ability to analyze and solve problems; requires details, data and facts that must be analyzed and challenged prior to making decisions. - Strong communication and interpersonal skills. - Ability to clearly communicate medical information to professional practitioners and/or the public. - Excellent organization, prioritization, follow up, analytical and time management skills with ability to handle multiple priorities and deadlines. - Good interpersonal skills, sense of urgency, being proactive and ownership for one’s work. - Dependable, with strong work ethic and extremely high degree personal integrity. - Ability to deal with multiple interruptions on a continual basis that must be met with a friendly exchange with others. - Ability to develop and implement new approaches to improve processes, procedures, or the general work environment. - Ability to review critical issues, effectively solve problems and create action plans. Benefits: As a firm passionate about health care, we’re deeply committed to the health and wellness of our own team members. We offer comprehensive, affordable insurance plans for our team and their families, and a host of other unique benefits, such as a yearly stipend for wellness-related activities and a paid parental leave program. You can learn more about our benefits offerings here: https://copehealthsolutions.com/careers/why-cope-health-solutions/. About COPE Health Solutions COPE Health Solutions is a national tech-enabled services firm powering success for health plans and for providers in risk arrangements. Our comprehensive NCQA certified population health management platform and highly experienced team brings deep expertise, experience, proven tools, and processes to improve financial performance and quality outcomes for all types of payers and providers. CHS de-risks the roadmap to advanced value-based payment and improves quality and financial performance for providers, health plans and self-insured employers. For more information, visit CopeHealthSolutions.com. To Apply: To apply for this position or for more information about COPE Health Solutions, visit us at

• Direct oversight of Collaborative Care Clinician’s performance including clinical metrics, schedule management, coaching, performance management, and clinical supervision • Responsible for supporting pod and partner workflows and needs in partnership with the Associate Clinical Director • Manages employee schedules including shift coverage for assigned practices, approving time off and vacation requests, and ensuring the attendance policy is being adhered to • Supervises and mentors employees including patient care, performance evaluations, development of career goals, and disciplinary action, including and up to termination • Partners with Associate Clinical Director to ensure department objectives are being met; recommends ways to improve efficiency and minimize barriers • Serves as a resource to direct reports in resolving and documenting complex patient situations including escalated complaints, patient terminations, and incident reporting. • Responsible for keeping an open line of communication with all Clinical Excellence Managers, Associate Clinical Directors, and upper management. • Handles escalated employee relations concerns with guidance from the Associate Clinical Director and HR.

• This position is for a technical Service Delivery Manager. • Must have excellent customer Ownership and communication, friendly interaction, and a passion to help customers with their software issues. • Provide technical expertise required by Postgres support team. • Troubleshoot customer under break-fix support : Performance tuning, backup strategy, migration optimizations and DBA activities. • Drive customer satisfaction by tracking issues from start to closure. • Monthly Customer Review engagements to foster stronger technical relations.