Emma Jones — Director of Options · Wealthsimple

Emma Jones — Director of Options · Wealthsimple · Toronto, Ontario, Canada.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

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About

A seasoned financial services professional with over 15 years of experience, currently serving as Director of Brokerage Operations at Wealthsimple. Dedicated to fostering operational excellence and driving growth, with a strong focus on product management, digital strategy, and strategic planning. Passionate about creating collaborative environments that encourage innovation and enable impactful solutions. Committed to scaling operations, enhancing efficiency, and delivering transformative results in dynamic fintech and wealth management landscapes.

Experience

Director, Brokerage OperationsCurrent
Wealthsimple
Jan 2025 – Present
Lead ~90 FTEs across Complex Accounts, Account Operations, Account Lifecycle, Platform Operations, Transfers, Legal Ops, and Market Data, owning the full account operations stack at one of Canada's largest retail brokerages. Operational scope spans: Institutional transfers; market data and exchange compliance; KYC and identity verification (document review, identity conflict resolution, PEPs/HIOs, SIN updates, non-residency); account opening, closing, and lifecycle management (Oracle syncing, broker feeds, insider accounts, US accounts, ITF/youth accounts); registered plan administration (TFSA, RRSP, RRIF, RESP, FHSA, locked-in accounts); group plans transfers and administration; complex account events (estates, trusts, POA, marriage breakdown); third-party legal demands and regulatory orders (RTPs, garnishments, court orders, bankruptcy, MEP, PGT, CRA RFI); ledger booking and platform operations; unclaimed property; and cross-functional product launches. • Chair the CIRO Transfers Steering Committee, coordinating cross-industry vendor selection and regulatory advocacy to reshape Canada's national transfer utility. Registered options supervisor and firm-wide subject matter expert. Designed and operationalized frameworks for multi-leg strategies, spread offsetting, non-cash collateral pledging, and tiered account approvals. • Scoped and authored the operational blueprint for futures trading and prediction markets, covering carrying broker structure, customer fund segregation, variation margin, and delivery avoidance. • Oversee market data and exchange relationships, including vendor contracts, index data sourcing, and exchange audit processes. • Accountable for CIRO/IDPC, ESDC, CRA compliance across registered and non-registered account types, including complex reporting obligations, audit processes, and policy frameworks.