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Title: Director, Investment Solutions - Tangerine

Requisition ID : 274612

At Tangerine,we’reredefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head-on with leading technology and the unstoppable power of collaboration.

Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking,we’recommitted to making an impact in the communities we serve and across our organization. We foster a culture built on integrity, inclusion, and fearless ambition – where diverse perspectives are valued, and people are empowered to do their best work.

Are you ready to disrupt the status quo? Do you crave challenges that push boundaries? Ifyou’rea high performer looking to accelerate your career and reimagine the banking landscape, this is your moment.

Let’sshape the future of banking together

What you will be doing:

The Director, Investment Solutions is accountable for shaping, developing, and enabling Tangerine’s investment solutions offering across all client segments and channels. This role combines forward-looking product development, ongoing portfolio management, as well as practical solutions advisory, ensuring Tangerine’s wealth products, services, platforms, advisor tools, client-facing materials, and sales-support resources are strategically aligned, differentiated, and effective in market.

The Director will lead the evolution of Tangerine’s investment solutions roadmap, identifying emerging product opportunities, market trends, client needs, and platform enhancements that strengthen the overall wealth value proposition. At the same time,



the role will act as a senior subject matter expert for advisors, marketing, sales, and client-facing teams, translating complex investment concepts into clear, compelling, and compliant tools, training, thought leadership, and client education.

Working closely with senior leadership and cross-functional partners across Platform, Sales, Marketing, Operations, Compliance, Risk, Digital Experience, and external providers, the Director will ensure investment solutions are well-designed, well-governed, well-positioned, and well-supported from concept through delivery and ongoing optimization.

Is this role right for you? In this role, you will be:

- Lead the design, development, enhancement, and ongoing management of Tangerine’s investment solutions and services acrossallclient segments and channels.
- Identifyand evaluate recent product opportunities, including managed solutions, model portfolios, SMA/UMA solutions, direct indexing, digital advice capabilities, and other emerging wealth propositions.
- Conduct market scans, competitive benchmarking, client research, advisor feedback reviews, and business-case analysis toidentifyproduct gaps, growth opportunities, and areas for differentiation.
- Build andmaintaina forward-looking investment solutionsproductroadmap aligned to business strategy, client needs, advisor workflows, digital experience priorities,



profitability goals, and regulatory expectations.
- Define the critical product success factorsrequiredto make Tangerine’s wealth solutions valuable to clients, practical for advisors, scalable for the business, and sustainable from a governance perspective.
- Partner with technology, digital experience, operations, platform, and delivery teams to support the implementation of product and platform enhancements.
- Recommend enhancements, rationalization, repositioning, or new development opportunities based on data, market insights, client feedback, and business priorities.
- Ensure products and related processes meet applicable regulatory requirements, internal risk standards, governance expectations, documentation requirements, and oversight protocols.
- Provide strategic leadership and oversight for portfolio management, trading, and rebalancing activities across Tangerine’s managed investment solutions, ensuring portfolios remain aligned with client objectives, investment mandates, regulatory requirements, and business strategy.
- Establish and oversee portfolio construction, rebalancing, tax-management, and trading frameworks that support scalable, consistent, and client-focused investment outcomes across managed account programs and model portfolios.
- Provide oversight and challenge of complex trade execution activities, including sub-advisor model changes, portfolio transitions, large-scale rebalancing events, liquidity management, and other complex investment scenarios.
- Lead the development and continuous enhancement of portfolio management practices, trading policies, governance frameworks, and decision-making processe

📌 Director, Investment Solutions (Canada)
🏢 Scotiabank
📍 Canada