Drive wealth management strategy at Tangerine in Toronto using competitive intelligence, client segmentation, and actionable market research.
Help shape future offerings.
The Director, Wealth Strategy & Research leads initiatives that guide product development and business decisions.
You will collaborate with market research and competitive intelligence teams across traditional wealth, digital wealth, and fintech.
Your work will translate findings into client-centric strategies, business cases, and growth priorities.
Key Responsibilities: Identify insights informing product development and business decisions
Develop competitor benchmarking and client segmentation frameworks
Build business cases for products, initiatives, and partnerships
Support strategic planning with scenarios and market input
Create KPIs, scorecards, dashboards, and intelligence repositories
Requirements: 10+ years in strategy, research, corporate development, or consulting
Deep knowledge of North American wealth management markets
Ability to translate insights into actionable strategies
Ability to drive cross-functional alignment across stakeholders
Highly organized and able to manage multiple priorities
Bring wealth research, competitive intelligence, and strategic planning expertise to Tangerineâs Toronto-based wealth management leadership team.
📌 Wealth Management Strategy Director (Canada)
🏢 Recognized
📍 Canada
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