Shape Tangerine Wealth’s competitive strategy through market research, customer insights, and clear 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

Solid 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