Trading Support Analyst Jobs

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 and learn more about how we work . About the team The Client Tax team helps make investing simple, reliable, and compliant for Wealthsimple clients. We lead the systems, processes, controls, and reporting that support tax slips, registered accounts, client statements, withholding, and related regulatory obligations across our growing brokerage business. About the role You’ll lead Wealthsimple’s client tax function across brokerage products and regulated entities, including the people and team capabilities required to deliver the mandate. You’ll be accountable for accurate, timely, and scalable client tax reporting, while building the controls, systems, and operating practices needed to support continued product and client growth. You’ll act as a senior partner to CXO, Product, Engineering, Operations, Compliance, Legal, and Finance, translating complex client tax and regulatory requirements into product design advice with clear decisions and reliable execution. A key part of the role is working closely with CXO to ensure reporting processes, internal & external communications, and issue resolution deliver a clear and reliable client experience. In this role you'll have the opportunity to: Lead the strategy, operating model, and execution of Wealthsimple’s client tax operating function across Canadian and applicable U.S. requirements. Own the end-to-end delivery of client t

We're at a pivotal moment for both Tibber and the planet. When joining Tibber, you won’t just help scale a forward-thinking tech company – you’ll contribute to a real shift in how people consume electricity. With millions of smart devices connected to the Tibber platform (like electric vehicles and smart thermostats), we have one of the most unique energy trading portfolios on the market. We’re looking for a Senior Ai Platform Engineer to join us in making the energy transition happen – maybe that’s you? Job Mission 🚀 As a Senior AI Platform Engineer, you’ll join the Agentic Enablement side of our Platform team and help build the technical foundation for how Tibber adopts and scales agentic systems across engineering. Your focus will be on the architecture, workflows and trust infrastructure that allow AI agents to safely support software development - from writing and testing code to reviewing changes, triggering workflows and knowing when to involve a human. This is a platform role, which means the engineers building agents at Tibber are your users. Your success is measured by how quickly and confidently they can move from idea to production without needing you in the room. This role is for someone who enjoys building reliable systems, thinking deeply about architecture and helping teams adopt new ways of working with confidence. What you'll do ✅ Contribute to the design and architecture of Tibber’s agentic development platform, including orchestration layers, platform integrations, feedback loops and escalation paths, and the developer-facing CLI and onboarding experience. Take ownership of key platform components, from design and implementation to reliability and continuous improvement. Help define workflows, quality standards and ownership models for how agents can write, test, review and support code. Help shape safe and reliable agentic workflows, including human-in-the-loop boundaries. Build trust infrastructure that makes agentic systems observable, secure

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 and learn more about how we work . About the team The Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity. About the Role We are looking for a Manager, Transfer Pricing & International Tax to join our growing Tax team and take ownership of the company’s transfer pricing framework. This is a high-impact role for someone who enjoys combining technical tax expertise with practical business partnership. You will lead transfer pricing policy, documentation, compliance audit and advisory work across the group, while partnering closely with Finance, Accounting, Treasury, Legal, FP&A and business teams. The role is primarily focused on transfer pricing, with an opportunity to support broader international tax matters if/when the company expands into new markets in future. You will have the opportunity to help build a scalable transfer pricing function in a fast-growing fintech en

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 and learn more about how we work . About the team The tax team sits inside Finance and looks after Wealthsimple's own corporate tax position. We're deliberately building out specialist tax functions: one lane owns direct tax, another owns transfer pricing and international tax. The team is small, the entity group isn't, and we're putting in place the review and documentation discipline that investor-grade reporting depends on. If you'd rather set a technical standard than inherit one, this is a good moment to join. About the role Reporting to the Director of Tax, you'll own the direct tax lane: our income tax provision, corporate compliance, deferred tax attribute tracking, corporate tax forecasting, and the technical positions behind them. Indirect tax and transfer pricing sit with other specialists, so you can go deep rather than wide. In this role you'll have the opportunity to: Prepare or review the income tax provision each month, quarter, and year, covering current and deferred tax, the effective tax rate reconciliation, provision-to-return true-ups, and tax account reconciliations. Set the technical standard for direct tax: what gets independently recalculated, what can be accepted on the preparer's support, and what evidence a review leaves behind. You'll shape the workpapers, registers and review workflow that carry that standard, including where AI/automation takes o

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 and learn more about how we work . About the People Systems & Operations Team: The People Systems and Operations team builds and operates the systems, workflows, and automations the business runs on. We manage every stage of the employee lifecycle and own the design and optimization of the processes behind it. We're accountable for the reliability, scale, and integrity of our People systems. What you bring to the system: Configure and maintain Payroll: pay components, earnings and deductions, pay groups, period schedules, and payroll-related business processes Configure and maintain Absence: time-off plans, accrual rules, eligibility criteria, and leave types Configure and maintain Time Tracking: time entry templates, validations, work calendars, and overtime calculations Configure and maintain Core HCM foundations: supervisory organizations, staffing models, job profiles and job/compensation structures, custom organizations, and worker data integrity Support annual and recurring People cycles in Workday, including compensation reviews, open enrollment configuration, and org restructures (mass supervisory org changes and job catalog updates) Design, build, and maintain business process definitions in both domains, including condition rules, calculated fields, custom validations, routing and approval logic, and notifications Partner with the Payroll team to troubleshoot con

Job Summary: Based in NYC only. This position is responsible for supporting daily IT operations across office users, including helpdesk support, hardware and software troubleshooting, user account administration, onboarding/offboarding, and IT asset management . Also, this role supports B2B & B2C business and operational systems, including EDI operations, 3PL and marketplace-related system coordination, SAP/BI support, and collaboration with HQ IT, internal stakeholders, and external vendors. The ideal candidate should have strong troubleshooting skills, hands-on IT operational experience, solid communication skills, and the ability to manage multiple priorities in a fast-paced environment. EDI Operations – Mandatory & Critical Function Set up and manage new EDI connections for new trading partners Connect SAP ECP customer master to EDI profiles after customer creation Manage and maintain existing EDI channels (850/856/852/753/754/810/940/945), ANSI X12 EDI Platform experience (Intertrade, SPS, Cleo, etc) EDI file read/edit experience is a must Handle EDI mapping, configuration, onboarding, testing, and go ‑ live Monitor daily EDI transactions and troubleshoot failures proactively Work closely with EDI vendors to ensure SLA delivery and issue resolution Support business & sales teams in improving EDI automation and accuracy Strong skills in project management, with experience leading cross-functional teams through complex technology initiatives. End ‑ User Computing & IT Operations Oversee Windows & macOS troubleshooting Lead hardware/software lifecycle: procurement, setup, maintenance Ensure timely resolution of IT tickets with improved service quality Maintain IT documentation, SOPs, and operational standards Vendor, HQ & Stakeholder Management Manage relationships with EDI, ne

Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. About The Opportunity This is a frontline client service role that works closely with the Relationship Manager (RM) team to provide professional and consistent support to key clients. The role is responsible for handling client inquiries effectively, ensuring timely issue resolution, and delivering a seamless and consistent service experience. Please note that you may be employed in a jurisdiction where OKX operates a global service hub, and does not carry on business operating as a virtual asset trading platform in your jurisdiction. What You’ll Be Doing Deliver Exceptional Client Support: Provide timely, attentive support to key clients while building and maintaining strong client relationships through day-to-day service interactions. Coordinate Client Services: Work closely with the Relationship Manager (RM) team to deliver seamless client care by responding to inquiries, coordinating service requests, maintaining accurate records, and ensuring timely follow-up. Ensure Service Excellence: Deliver responsive support through instant messaging and other communication

Title: Sales Executive - Lead Conversion - Paytm Money About Us: Paytm is India's leading digital payments and financial services company. Our platform offers a wide range of payment solutions to consumers and merchants, including utility payments, money transfers, and Paytm Payment Instruments (PPI) such as Paytm Wallet, Paytm UPI, and Paytm Payments Bank Net-Banking & Wealth tech and Investing Platform. We also provide merchant services, advertising, and a Mini app store. With a focus on growth and engagement, we leverage data science to drive sustainable success. We offer credit services sourced from financial partners to further support merchants. About the Role: We are seeking a high-energy, disciplined Sales Executive to drive lead conversion and trader activation. In this role, you will execute daily outbound calling workflows, assist clients in resolving account drop-off friction, and reactivate trading activity. You will work within established operational guidelines to ensure smooth onboarding, high daily productivity, and accurate performance reporting. Responsibilities : Lead Conversion & Issue Resolution: ● Reach out to leads encountering F&O segment activation issues and assist them in completing the setup. ● Guide clients through bank proof verification procedures to resolve document rejections. ● Help clients troubleshoot payment gateway and fund transfer failures to successfully capitalize their accounts. ● Assist users in understanding order placement errors, margin requirements, and execution rejections. Trader Activation & Re-Engagement: ● Connect with accounts that have active F&O access but zero trades to encourage initial order execution. ● Reach out to previously active F&O traders who have dropped off, record their feedback, and re-engage them on the platform. Operations & Daily Reporting: ● Maintain strict daily calling discipline and manage assigned lead queues efficiently. ● Record accurate client responses, drop-off rea

A Career with Point72's Technology Team As Point72 reimagines the future of investing, our Technology team is constantly evolving our firm’s IT infrastructure and engineering capabilities, positioning us at the forefront of a rapidly evolving technology landscape. We’re a team of experts who experiment and work to discover new ways to harness open-source solutions, modern cloud architectures, and sophisticated Artificial Intelligence (AI) solutions, while embracing enterprise agile methodologies. Our commitment to building and innovating in the AI space provides the framework intended to drive smarter decision making and enhance how we build and operate our platforms and applications. As a member of Point72’s Technology team, we encourage and support your professional development from day one—helping you advance your technical skills, contribute innovative ideas, and satisfy your own intellectual curiosity—all while delivering real business impact for our multi-billion-dollar global business. WHAT YOU'LL DO Define and lead the global real-time communications strategy and roadmap to support the firm’s trading, research, and collaboration needs Build and scale enterprise-grade trader voice and trading-floor communications platforms that deliver low-latency, high-availability, and measurable business impact Lead, recruit, and mentor a large, cross-functional team of engineers, operators, and product managers to deliver continuous improvement and operational excellence Design and execute end-to-end migrations to cloud telephony and contact center platforms, including planning, cutover, and post-deployment optimization Partner with trading desks, business leaders, and security teams to translate business requirements into resilient, auditable communications services and service-level agreements Manage relationships with major vendors and service providers, negotiating contracts and driving vendor accountability for delivery and support Drive operational readiness through

Responsibilities Regulatory & Clearing Compliance Enforce regulatory standards set by the CFTC, NFA, and applicable derivatives clearing organizations (DCOs). Compile regulatory risk reporting, support risk attestations, and liaise during regulatory audits. Real-Time Risk & Exposure Monitoring Monitor real-time and end-of-day risk exposures, client positions, and trading activities across all client futures accounts (equities and digital assets). Identify, investigate, document, and escalate risk-limit breaches, abnormal trading activities, or position spikes in a timely manner to senior management. Evaluate client margin adequacy, enforcing initial and maintenance margin requirements, intraday margin calls, and variation margin coverage. Frontline Risk Enforcement & Execution Protocols Execute mandated risk escalation protocols, including placing trading restrictions, lowering credit limits, issuing margin calls, and executing partial or full account liquidations when accounts breach critical risk parameters. Exercise swift, decisive, and authoritative judgment to execute trade halts and liquidations during periods of extreme market volatility. Cover daily FCM risk management responsibilities, tracking intraday and end-of-day risk metrics across a multi-asset clearing ecosystem. Execute the risk escalation protocol on live accounts: issue margin calls, impose trading restrictions, lower credit limits, and carry out partial or full liquidations when accounts breach critical risk parameters. Pre-Trade Risk Controls & Position Limit Management Oversee and calibrate pre-trade risk controls, firm-specific position limits, exchange-imposed accountability

A Career with Point72’s Technology Team As Point72 reimagines the future of investing, our Technology group is constantly improving our company’s IT infrastructure, positioning us at the forefront of a rapidly evolving technology landscape. We’re a team of experts experimenting, discovering new ways to harness the power of open-source solutions, and embracing enterprise agile methodology. We encourage professional development to ensure you bring innovative ideas to our products while satisfying your own intellectual curiosity. As a Global Technology Service Engineer, you will serve as a primary point of contact for global technology support requests. You will diagnose and resolve technical issues across end-user computing platforms, enterprise applications, and collaboration tools while delivering professional, high-quality support experience. Engineers in this role are expected to operate with strong technical judgment, resolve issues beyond basic troubleshooting, and contribute to the continuous improvement of our support operations. What you’ll do Provide high‑quality technical support via phone, chat, email, and self‑service channels while delivering white‑glove service to global employees. Diagnose and resolve incidents across end‑user technologies (Windows/Mac), Microsoft 365, collaboration tools, financial/trading apps, mobile devices, and enterprise applications. Troubleshoot identity, networking, and endpoint issues including Active Directory, VPN, device configuration, endpoint management, and mobile device management. Deliver first‑contact resolution whenever possible while logging, categorizing, prioritizing, and managing tickets in the ITSM platform according to SLAs. Escalate complex issues with clear technical documentation, diagnostic details, and handoff notes to downstream support teams. Create, improve, and maintain knowledge base content, capturing troubleshooting steps, solutions, and best practices. Participate in structured shift handovers and

Title: Business Manager - Algo & Partnership About Us: Paytm is India's leading digital payments and financial services company. Our platform offers a wide range of payment solutions to consumers and merchants, including utility payments, money transfers, and Paytm Payment Instruments (PPI) such as Paytm Wallet, Paytm UPI, and Paytm Payments Bank Net-Banking. We also provide merchant services, advertising, and a Mini app store. With a focus on growth and engagement, we leverage data science to drive sustainable success. We offer credit services sourced from financial partners to further support merchants. About the Role: We are looking for a highly driven and partnership-focused professional to lead growth initiatives for Algo Trading and Strategic Partnerships at Paytm Money. The role involves driving derivative trading growth through the algo ecosystem, managing strategic fintech partnerships, and expanding the API and trading partner ecosystem for Paytm Money. Responsibilities : Drive MTUs and derivatives trading volume through algo trading initiatives and ecosystem partnerships. uild and manage partnerships with algo trading platforms, strategy providers, API partners, and fintech ecosystems. Own onboarding, activation, and growth of algo/strategy partners on Paytm Money. Collaborate closely with product and engineering teams to improve Algo API adoption and ecosystem scalability. Develop commercial models including revenue sharing, API monetization, and partner-led acquisition opportunities. Track partner performance, active usage, engagement metrics, and revenue contribution through dashboards and business reviews. Identify new growth opportunities within the retail algo trading, derivatives, and F&O ecosystem. Coordinate partner launches, campaigns, integrations, and ecosystem initiatives with cross-functional teams. Build and maintain strong relationships with fintech partners, trading communities, brokers, and industry stakeholders. Prepare business upda

Title: Sr. Manager/DGM - User Investing Growth - Algo + Partnership About Us: Paytm is India's leading digital payments and financial services company. Our platform offers a wide range of payment solutions to consumers and merchants, including utility payments, money transfers, and Paytm Payment Instruments (PPI) such as Paytm Wallet, Paytm UPI, and Paytm Payments Bank Net-Banking. We also provide merchant services, advertising, and a Mini app store. With a focus on growth and engagement, we leverage data science to drive sustainable success. We offer credit services sourced from financial partners to further support merchants. About the Role: We are looking for a highly driven and partnership-focused professional to lead growth initiatives for Algo Trading and Strategic Partnerships at Paytm Money. The role involves driving derivative trading growth through the algo ecosystem, managing strategic fintech partnerships, and expanding the API and trading partner ecosystem for Paytm Money. Responsibilities : Drive MTUs and derivatives trading volume through algo trading initiatives and ecosystem partnerships. uild and manage partnerships with algo trading platforms, strategy providers, API partners, and fintech ecosystems. Own onboarding, activation, and growth of algo/strategy partners on Paytm Money. Collaborate closely with product and engineering teams to improve Algo API adoption and ecosystem scalability. Develop commercial models including revenue sharing, API monetization, and partner-led acquisition opportunities. Track partner performance, active usage, engagement metrics, and revenue contribution through dashboards and business reviews. Identify new growth opportunities within the retail algo trading, derivatives, and F&O ecosystem. Coordinate partner launches, campaigns, integrations, and ecosystem initiatives with cross-functional teams. Build and maintain strong relationships with fintech partners, trading communities, brokers, and industry stakeholders

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 and learn more about how we work . The Role This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below. As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences. Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held. What you'll do: Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple Develop comprehensive financial plans tailored to each client's unique situation and goals Create custom investment proposals that align with clients' financial objectives and risk tolerance Proactively service client accounts, anticipating needs before they arise Maintain regular communication with clients through phone, video, and in-person meetings Apply y

A Career with point72’s Technology team As Point72 reimagines the future of investing, our Technology team is constantly evolving our firm’s IT infrastructure and engineering capabilities, positioning us at the forefront of a rapidly evolving technology landscape. We’re a team of experts who experiment and work to discover new ways to harness open-source solutions, modern cloud architectures, and sophisticated Artificial Intelligence (AI) solutions, while embracing enterprise agile methodologies. Our commitment to building and innovating in the AI space provides the framework intended to drive smarter decision making and enhance how we build and operate our platforms and applications. As a member of Point72’s Technology team, we encourage and support your professional development from day one—helping you advance your technical skills, contribute innovative ideas, and satisfy your own intellectual curiosity—all while delivering real business impact for our multi-billion-dollar global business. What you’ll do Provide high‑quality technical support via phone, chat, email, and self‑service channels while delivering white‑glove service to global employees. Diagnose and resolve incidents across end‑user technologies, including Mac and Windows environments, Microsoft 365, collaboration tools, financial and trading apps, mobile devices, and enterprise applications. Troubleshoot identity, networking, and endpoint issues across Active Directory, VPN, device configuration, endpoint management, and mobile device management. Resolve incidents at first contact whenever possible, ensuring timely and accurate ticket management in accordance with SLAs. Escalate complex issues with clear technical documentation, diagnostic details, and handoff notes to downstream support teams. Create, improve, and maintain knowledge base content, capturing troubleshooting steps, solutions, and best practices. Participate in structured shift handovers and support 24/7 global operational coverage. Ide