Title: Senior Manager, Investment Operations - Tangerine

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. 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!

The Senior

Manager, Investment Operations serves as the subject matter expert (SME) for the Wealth Operations team while leading the operational design and oversight of assigned Tangerine Wealth transformation initiatives. The role is responsible for shaping and building the future-state operating model, translating business, product, operational, and regulatory requirements into detailed processes, procedures, controls, and operational standards. Working closely with Investment Operations, Product, Digital, Technology, project teams, and control functions, the incumbent will provide operational expertise and guidance in both business-as-usual and transformation activities.

The role will support the evolution of Operations by turning emerging concepts into practical, scalable, and well-controlled operating solutions that align with the organization’s strategic objectives. Support the development of the future-state operating model for assigned Wealth capabilities as strategic, product and technology direction is defined. Act as the operations SME for core Wealth operational functions, including onboarding, transfers,



trade processing, settlements, cash and securities movements, reconciliations, books and records, and client servicing, ensuring future-state solutions are operationally sound and scalable.

Translate business, product, regulatory and technology direction into detailed operational and business requirements. Define operational control requirements in partnership with Compliance, Risk, AML/Fraud and accountable business control functions. Establish traceability from approved direction through operational requirements and process designs, and support validation that proposed solutions meet those requirements.

Identify opportunities within the future-state design to simplify work, reduce manual activity and improve operational data quality. Partner with Product, Digital and Technology to ensure solution designs reflect operational requirements and are practical within a regulated Wealth environment. Provide the Director, Platform Operations & Oversight and project governance with concise updates on progress, risks, dependencies and decisions requiring escalation.

Provide operations leadership and subject-matter guidance to project contributors involved in shaping the future state. Leveraging a growth mindset, embracing learning and continuous improvement Contributing to a dynamic workplace fostering trust, integrity and inclusion A university degree in business, finance, operations, risk, law or a related field, or an equivalent combination of education and experience. Eight or more years of relevant experience in wealth management operations,



operating model design or operational transformation, including experience leading complex workstreams or teams.

Strong knowledge of Canadian dealer operations within a CIRO-regulated workplace, with direct experience in either a mutual fund dealer or an investment dealer.

Experience across both dealer models is an asset. Practical understanding of dealer processes across client and account onboarding, trade processing, transfers, cash and securities movements, reconciliations, books and records, and client servicing. Demonstrated experience translating evolving target-state direction into detailed processes, operational requirements, procedures, controls and accountable hand-offs.

Experience developing future-state operating models, process maps, business requirements, responsibility models and operational control designs. The ability to evaluate operational feasibility, identify implementation gaps and develop practical solutions under evolving conditions. Sound judgment, integrity and a client-centric mindset, with the ability to balance delivery requirements with operational and regulatory considerations. Strong written and verbal communication, facilitation and stakeholder-management skills, including the ability to influence without authority. Bilingual capabilities in English and French are beneficial. Relevant industry or qualified designations are an asset. You will be part of a diverse, inclusive, and purpose driven community of client- obsessed innovators who move fast, push boundaries, and celebrate big together. We are creating something game changing and you get to make your mark on it. You will have access to thousands of online and in person learning experiences at your fingertips to elevate your career and accelerate your development. Tangerine employees participate in Scotiabank’s pension &

benefits programs (available to permanent employees)

📌 Senior Manager, Investment Operations - Tangerine (Toronto)
🏢 Scotiabank
📍 Toronto