• Own capital and liquidity management across Wealthsimple's material legal entities — including board/management reporting, planning, forecasting, allocation, and optimization • Drive capital allocation strategy, including return and cost of capital analysis, asset risk assessment, stress testing, and funding strategy to support growth and scalability • Maintain and monitor internal and external capital requirement ratios, keeping positions within our risk appetite; lead periodic reviews and recalibrations of the capital risk limits framework • Enhance and maintain Wealthsimple's balance sheet & funding strategy, capital & liquidity policies and risk management framework • Act as a subject matter expert on Treasury modelling, stress testing, and scenario design — and provide thought leadership on how AI can strengthen these capabilities across the function • Work closely with FP&A, product leaders, regulatory reporting teams, legal, and compliance as a trusted advisor on capital and liquidity decisions • Support the Director in leading and developing the Treasury team as it scales

• Leads the relationship development strategy with Temu, Best Buy and Wayfair to ensure that Spreetail is set up for success and able to take full advantage of all channel programs. • These programs span the areas of: Promotions, advertising, reviews, content optimization, shipping speed and customer experience. • Serve as a top partner to channels, identifying ways to scale the business together. • Defines metrics for success. • Works with Channel Operations team to ensure that all backend operations are operating as they should: Customer Feedback ratings, shipping metrics, active listings, returns.

• Lead, coach, mentor, and develop support leads and support professionals across multiple product lines • Foster a collaborative, accountable, and customer-centric team culture • Set clear expectations for team performance, communication, ownership, and follow-through • Conduct performance reviews and provide ongoing coaching and feedback • Support recruiting, onboarding, training, and development across the support organization • Assess team performance and capabilities, making recommendations for improvement where needed • Serve as a leadership escalation point for complex customer issues and high-priority support situations • Jump into escalations when needed by reviewing ticket details, joining customer conversations, and helping guide troubleshooting efforts • Help support leads and team members work through ERP, accounting, product, and customer-related challenges • Help determine whether issues are related to configuration, user process, accounting workflow, data, product defects, training gaps, or other root causes • Provide support coverage and leadership assistance during periods of increased ticket volume, team absences, or urgent escalations • Oversee day-to-day support operations, ticket queues, workloads, escalations, and service levels • Ensure customer issues are prioritized, assigned, and resolved in accordance with established SLAs • Identify and implement process improvements that reduce ticket response and resolution times • Review support metrics and operational trends to identify opportunities for improvement • Perform root cause analysis on recurring support issues and help implement long-term corrective actions • Improve support workflows, documentation, procedures, and day-to-day operating practices • Partner with Product, Development, Customer Success, and Professional Services teams to resolve customer issues effectively • Ensure product defects, recurring issues, and enhancement opportunities are documented, communicated, and tracked appropriately • Provide feedback on customer pain points, product usability, training resources, and documentation gaps • Support effective communication between customer-facing teams and technical/product teams

• Lead, coach, mentor, and develop support leads and support professionals across multiple product lines • Foster a collaborative, accountable, and customer-centric team culture • Set clear expectations for team performance, communication, ownership, and follow-through • Conduct performance reviews and provide ongoing coaching and feedback • Support recruiting, onboarding, training, and development across the support organization • Assess team performance and capabilities, making recommendations for improvement where needed • Serve as a leadership escalation point for complex customer issues and high-priority support situations • Jump into escalations when needed by reviewing ticket details, joining customer conversations, and helping guide troubleshooting efforts • Help support leads and team members work through ERP, accounting, product, and customer-related challenges • Help determine whether issues are related to configuration, user process, accounting workflow, data, product defects, training gaps, or other root causes • Provide support coverage and leadership assistance during periods of increased ticket volume, team absences, or urgent escalations • Oversee day-to-day support operations, ticket queues, workloads, escalations, and service levels • Ensure customer issues are prioritized, assigned, and resolved in accordance with established SLAs • Identify and implement process improvements that reduce ticket response and resolution times • Review support metrics and operational trends to identify opportunities for improvement • Perform root cause analysis on recurring support issues and help implement long-term corrective actions • Improve support workflows, documentation, procedures, and day-to-day operating practices • Partner with Product, Development, Customer Success, and Professional Services teams to resolve customer issues effectively • Ensure product defects, recurring issues, and enhancement opportunities are documented, communicated, and tracked appropriately • Provide feedback on customer pain points, product usability, training resources, and documentation gaps • Support effective communication between customer-facing teams and technical/product teams