Lead wealth strategy and research at Tangerine, using financial modeling and market intelligence to guide executive decisions in Canada.
As Senior Manager, Wealth Strategy and Research, you will advance Tangerine Wealth’s strategy and growth agenda. You will lead strategic initiatives, assess opportunities, and translate complex analysis into evidence-based recommendations. The role also supports planning, reporting, and competitive positioning across wealth management.
Key Responsibilities
Lead strategic assessments supporting Tangerine Wealth’s business strategyManage cross-functional initiatives and actionable leadership recommendationsDevelop business cases, financial models, and scenario planningMonitor wealth management, banking, fintech,
and digital investing trendsProduce executive-ready reports, presentations, and strategic briefsRequirements:
Undergraduate degree in a related disciplineSix-plus years post-undergraduate or four-plus post-MBA experienceManagement consulting or corporate strategy experienceAdvanced quantitative, qualitative, and financial modeling capabilitiesAdvanced PowerPoint and Excel proficiencyBring strategic leadership, market intelligence, and analytical rigor to Tangerine’s evolving wealth management experience for Canadians.
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