---
title: 'Software Development Manager, Institutional Transfers at Wealthsimple Technologies'
canonical: 'https://feeny.ai/job/software-development-manager-institutional-transfers-wealthsimple-technologies-ekefyay25sp8'
type: 'job'
last_seen: '2026-10-16'
---

# Software Development Manager, Institutional Transfers at Wealthsimple Technologies

- **Company:** Wealthsimple Technologies
- **Location:** Canada
- **Compensation:** $166k–$208k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-13
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.ashbyhq.com/wealthsimple/3fe022c3-dc9c-4b6e-87d8-56f65b7accce

## Job description

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our [Culture Manual](https://www.wealthsimple.com/en-ca/culture) and learn more about [how we work](https://www.wealthsimple.com/en-ca/careers).

## About Institutional Transfers

We're the team that makes it effortless for clients to move their investments to and from Wealthsimple. Behind every account transfer is a complex network of institutions, systems, and people — and our job is to make that all feel simple. We power the platform that ensures money moves reliably, efficiently, and transparently for our clients, and we're always growing our product offering so clients can transfer more accounts, in more ways and easier than ever. We're hiring an Engineering Manager to lead one of our two teams. Transfers Platform owns the foundations that make transfers scalable and observable, including workflow architecture, operational tooling, and automation. Transfers Experience focuses on expanding our product offering so clients can move all types of accounts to Wealthsimple. Both teams partner closely with Product, Design, Operations, CX, and other Engineering teams.

## About the Role

As an Engineering Manager, you'll lead a team of software developers while helping shape the technical direction, delivery strategy, and culture of Institutional Transfers. You'll balance near-term client and operational impact with long-term investments in reliability, scalability, and developer effectiveness. Reporting to an Engineering Director, you'll contribute to the broader engineering leadership community and help build systems that support thousands of account transfers each day. You'll also have the opportunity to help shape newly formed teams with significant business and client impact.

In this role you'll have the opportunity to:

- Build and grow a high-performing, inclusive team through hiring, coaching, feedback, career development, and thoughtful performance management.
- Set a clear technical direction and roadmap with Product and Design, balancing new capabilities with reliability, maintainability, and operational health.
- Ensure the scalability and reliability of the transfer platform and the tools that support our operations teams.
- Partner with Operations and CX to automate manual work — through both traditional software and modern technologies — and improve the accuracy, transparency, and speed of transfer processes.
- Help your team build new ways for clients to move their accounts to Wealthsimple, operating in data-driven environments and using that data to iterate quickly.
- Promote strong engineering practices, including thoughtful design, code review, testing, observability, documentation, healthy on-call, and effective incident response.
- Champion the use of AI-first development tools to materially improve your team's output.
- Work across Institutional Transfers, Bank and Brokerage Linking, Infrastructure, Security, SRE, and other teams to resolve dependencies and deliver end-to-end outcomes.
- Keep on top of industry best practices and standards that benefit our engineering organization, and hold teams accountable to them.

What you'll bring:

- Experience managing and developing software engineering teams, including hiring, mentoring, feedback, and performance management.
- Technical depth in production software development and distributed systems, with the judgment to guide architecture and implementation decisions.
- Experience delivering reliable products with cross-functional partners in a complex or regulated environment.
- A practical understanding of modern backend and frontend systems, relational databases (SQL), event-driven architectures, and cloud infrastructure.
- Effectiveness at communicating with both technical and non-technical stakeholders.
- A strong commitment to inclusive leadership, operational excellence, and continuous improvement — including improving team documentation and making meaningful improvements to the codebase.
- Comfort supporting a team through on-call duties and system maintenance.

Nice to haves:

- Experience with Ruby on Rails, React or React Native, GraphQL, Kafka, Temporal, Kubernetes, AWS, Datadog, or Sentry.
- Experience with Java, Kotlin, Python, or mobile development.
- Experience in fintech, banking, brokerage, or other systems that handle sensitive financial data.
- Familiarity with institutional transfer rails such as ATON or Fundserv.

What success looks like In your first six months, you'll have built strong relationships with your team and partners, established clear goals and development plans, understood the health of the team's systems and operations, and helped shape a roadmap that improves reliability, delivery, and the client or operational experience.

Why Wealthsimple? 🌸 Top-tier health benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year* ✈️ 90 days away: work outside Canada for up to 90 days per year* 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

## ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

## About Wealthsimple Technologies

## Company Overview
- **One-liner**: Wealthsimple is a Canadian financial technology company that offers commission-free trading, automated investing, banking, and advisory services, aiming to make financial freedom accessible to everyone.
- **Entity Type**: Private (later-stage, over $1.1B total funding)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 2014 (10 years ago as of 2024, per company narrative)
- **Founders**: Michael Katchen (Co-founder & CEO); other co-founders include Brett Huneycutt (Co-founder & CPO)

## Core Business
- **Primary industry**: Financial technology (fintech) – online brokerage, robo-advising, digital banking, and crypto trading.
- **Target customers**: B2C (individual Canadians, from beginners to experienced investors) and B2B (business chequing, investing, and group plans).
- **Mission**: “To help everyone achieve financial freedom by making simple, smart, and affordable financial products for everyone.” [wealthsimple.com](https://www.wealthsimple.com/en-ca/about)

## Products & Services
- **Trade**: Commission-free trading of stocks, ETFs, options ($0 contract fees), and cryptocurrency. [wealthsimple.com](https://www.wealthsimple.com/en-ca)
- **Invest**: Expertly built automated portfolios for various risk tolerances and goals.
- **Chequing**: A high-interest chequing account with rewards and no fees.
- **Business**: Chequing, investing, and group retirement plans for companies.
- **Advice**: Access to human financial advisors for personalized wealth management.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Over $100 billion in assets under administration (as of 2026); more than 4 million clients; 1,500+ employees. [wealthsimple.com](https://www.wealthsimple.com/en-ca)
- **Total Funding**: Over $1.1 billion raised across multiple rounds. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers)
- **Notable Investors/Partners**: Power Corporation of Canada, Inovia Capital, Meritech Capital, TCV, Greylock Partners, Sagard Holdings, and others (board includes Paul Desmarais III, Patrick Pichette, Amy Bohutinsky, etc.). [wealthsimple.com](https://www.wealthsimple.com/en-ca/about)
- **Growth Signals**: Fastest-growing Canadian online brokerage in 2025 by asset and trading volume growth (Investor Insight / ISS Canada). [wealthsimple.com](https://www.wealthsimple.com/en-ca)

## Competitive Advantages
- **All-in-one platform**: Combines investing, trading, banking, crypto, and advice in a single, simple interface.
- **Canadian-first focus**: Deeply understands the Canadian market (RRSP, TFSA, FHSA, etc.) and regulatory environment.
- **Low-cost model**: Commission-free trades, no account minimums, competitive interest rates.
- **Strong brand trust**: Over 4 million users and a reputation for transparency and customer-centric design.

## Strategic Focus
- **Product expansion**: Continuously adding new features (e.g., options trading, high-interest chequing, business accounts).
- **AI integration**: “Build with AI” is an operating expectation; using AI to improve products and internal efficiency. [wealthsimple.com](https://www.wealthsimple.com/en-ca/culture)
- **Scaling the team**: Actively hiring across engineering, product, design, and business roles to support growth.
- **Deepening client relationships**: Moving from transactional to holistic financial wellness.

## Why Work Here
- **Culture**: “Maker-owner” philosophy – everyone is expected to ship, take ownership, and stay close to the work. Flat hierarchy, autonomy, and high impact.
- **Flexible work**: Hybrid model with a central Toronto HQ and coworking hubs in Calgary, Vancouver, NYC, and San Francisco. Teams gather in person 2–4 times per year for onsites; R&D teams have “Go! Days” every 6 weeks. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers)
- **Benefits**: 20 vacation days, 90 Days Away program (extended remote work), top-tier health benefits, $5,000/year mental health support, $1,500/year professional development, $1,500/year wellness & home office, equity for full-time employees, paid parental leave, and a 1.75% interest rate on chequing. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers)
- **Engineering culture**: Emphasis on moving fast, shipping often, and using AI as a core tool. R&D teams have dedicated “Build Days” for deep work.
- **Early talent program**: Internships and co-ops with mentorship from industry leaders.

## Sources
1. [wealthsimple.com](https://www.wealthsimple.com/en-ca) – Company overview, products, client count, growth stats
2. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers) – Careers page, benefits, work model, funding, employee count
3. [wealthsimple.com](https://www.wealthsimple.com/en-ca/about) – About page, leadership, board, mission, investors
4. [wealthsimple.com](https://www.wealthsimple.com/en-ca/culture) – Culture manual, values, maker-owner philosophy, AI expectations
5. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/wealthsimple) – Current job openings

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