Manager, Wealth Strategy and Research - Tangerine

Requisition ID: 250851

Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape!

What you will be doing:

As the Manager, Wealth Strategy & Research, you will play an important role in advancing Tangerine’s mission to redefine the wealth management experience for Canadians. You will contribute to the development and execution of key strategic initiatives, build and enhance market intelligence capabilities, and support leadership through clear and insightful reporting. This role is well suited to a strategic thinker who enjoys breaking down complex problems, staying ahead of industry trends, and translating analysis into practical, evidence based recommendations for executives.

Is this role right for you? In this role, you will:

• Strategy & Insights
  
  
  
  • Support the development of strategic priorities for the Tangerine Wealth business by conducting well‑structured research and analysis that helps clarify opportunities, risks, and potential paths forward
  
  
  • Analyze competitive activity, industry trends, and client needs to generate insights that shape business decisions and strengthen the long‑term strategy
  
  
  • Build financial and scenario models that help quantify opportunities, evaluate trade‑offs, and support recommendations to senior leadership
  
  
  • Create clear, compelling presentations and materials that summarize findings and communicate recommendations in a way that supports effective decision‑making
    
    
  
  
  
  


• Market Intelligence
  
  
  
  • Monitor developments in the global wealth management industry - including competitor actions, regulatory changes, and fintech innovation - and synthesize these insights into implications for Tangerine’s strategy.
  
  
  • Partner with market and client research teams to interpret data and generate insights that inform value proposition and go to market decisions
  
  
  • Publish recurring market intelligence reports and briefs to build institutional knowledge and influence decision-making across the Tangerine Wealth business
    
    
  
  
  
  


• Governance & Management Reporting
  
  
  
  • Develop and maintain dashboards and reporting tools that track progress against strategic objectives and help leaders stay informed on performance and priorities
  
  
  • Prepare concise, well‑structured updates for senior leadership that summarize progress, highlight risks, and provide data‑driven insights to guide next steps
  
  
  • Support governance forums by coordinating inputs, ensuring accuracy of materials, and presenting information in a clear, consistent format that enables effective discussion
    
    
  
  
  
  

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Undergraduate degree in business or engineering, and/or graduate business degree


• 2+ years post-undergraduate experience in consulting (MBB preferred), corporate strategy, or investment banking


• Experience within the financial services industry preferred but not required, with a strong interest in the evolving digital wealth management landscape


• Strong analytical and critical‑thinking skills with the ability to identify the key issues that matter most to business decisions


• Proven ability to break down ambiguous problems, analyze data effectively, and translate findings into clear, actionable recommendations for senior stakeholders


• Ability to work in a dynamic environment with shifting priorities, while consistently delivering high‑quality work within tight timelines


• Excellent written and verbal communication skills, including experience preparing clear, well‑structured presentations and analysis for leadership audiences


• Strong interpersonal and collaboration skills, with the ability to work effectively across teams and build productive relationships with partners and stakeholders


• Excellent knowledge with MS Office - including Word, Excel and PowerPoint -familiarity with data visualization tools is an asset

What's in it for you?

• Work in a mission-driven culture that prioritizes empowerment, diversity, and continuous learning.


• Join a modern banking environment where design plays a central role in shaping client value.


• Be part of a high-visibility team that is reimagining the future of personal finance in Canada.


• You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.


• You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don’t apply here.


• You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

Location(s):  Canada : Ontario : Toronto

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.