Select how often (in days) to receive an alert: Title: Senior Manager, Wealth Strategy and Research
- Tangerine

Requisition ID : 275098 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: As the Senior Manager, Wealth Strategy & Research, you will play an key role in advancing Tangerine’s mission to redefine the wealth management experience for Canadians. You will contribute to the development and execution of key strategic initiatives, build and enhance market intelligence capabilities, and support leadership through clear and insightful reporting. This role is well suited to a strategic thinker who enjoys breaking down complex problems, staying ahead of industry trends, and translating analysis into practical, evidence based recommendations for executives. Is this role right for you? In this role, you will be:



Lead strategic assessments and analyses that support the development and execution of Tangerine Wealth's business strategy and growth agenda. Independently manage high-priority strategic initiatives, coordinating cross-functional teams, generating insights and translating them into actionable recommendations for senior leadership. Develop business cases, financial models, customer segmentation analyses, and scenario planning exercises to evaluate strategic opportunities. Support annual strategic planning, budgeting, and multi-year roadmap development activities. Lead ongoing monitoring of wealth management, banking, fintech, and digital investing landscape, identifying developments or industry innovations that may impact Tangerine's competitive position. Design and maintain competitor benchmarking frameworks covering products, pricing, service models, client experience, technology capabilities, and distribution strategies. Partner with market research, analytics, and client insights teams to evaluate customer needs, market trends, and growth opportunities. Produce executive-ready market intelligence reports, presentations, and strategic briefs for leadership teams and governance forums. Governance & Management Reporting

Lead development and maintenance of KPI frameworks, dashboards, and scorecards to track business performance and progress against strategic objectives Prepare concise, well‑structured updates for senior leadership that summarize progress,



highlight risks, and provide data‑driven insights to guide next steps

Stakeholder Leadership & Team Development

Act as a strategic partner to leaders across Wealth, Marketing, Finance, Product, Technology, Compliance, Risk, and other business functions. Build strong relationships with internal stakeholders and external partners to facilitate collaboration and alignment on strategic initiatives. Mentor and provide guidance to junior team members, helping elevate analytical rigor and strategic thinking across the team. Support the Director in fostering a high-performing, collaborative, and insight-driven team culture.

Other

Championing a client
- obsessed culture Leveraging a growth mindset, embracing learning and continuous improvement Contributing to a dynamic workplace fostering trust, integrity and inclusion Removing obstacles to drive momentum across teams Leading a high performing team through times of change Supporting teams through transformation activities

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have: AI fluency A craving to contribute to a high-performing team Ability to drive results in periods of change Track record of fostering an inclusive culture Undergraduate degree in Business, Commerce, Economics, Engineering, Mathematics, or a related field; MBA or other advanced degree is considered an asset. 4+ years post-MBA or 6+ years post-undergraduate experience in management consulting with top-tier consulting firms or corporate strategy; Experience within the wealth management industry is preferred Strong understanding of the Canadian wealth management industry, inclu

📌 Senior Manager, Wealth Strategy and Research (Toronto)
🏢 Scotiabank
📍 Toronto