Shape Tangerine Wealth’s competitive strategy through market research, customer insights, and explicit reporting for senior leadership teams. This Senior Manager role focuses on wealth strategy, research, and growth planning within Tangerine. You will evaluate customer needs, market trends, competitors, products, pricing, and digital investing developments. Your analysis will support strategic choices, governance reporting, and multi-year roadmap development. Key Responsibilities:

Maintain competitor benchmarking across products, pricing, and service models Evaluate customer needs, market trends, and growth opportunities Support annual planning, budgeting, and multi-year roadmaps Develop KPI frameworks, dashboards,



and performance scorecards Prepare concise updates highlighting progress, risks, and insights Requirements:

Strong understanding of Canadian wealth management industry dynamics Experience with investment products and digital wealth platforms Complex initiative leadership among senior stakeholders Ability to synthesize information into executive presentations Business intelligence and data visualization experience is an asset Use research, competitive intelligence, and executive communication skills to strengthen Tangerine Wealth’s strategic direction and market position.

📌 Wealth Management Strategy Research Lead (Winnipeg)
🏢 Scotiabank
📍 Winnipeg