Manager, Wealth Strategy and Research Tangerine

Requisition ID: 250851

Tangerine is Canadas 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. Its important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canadas 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 Tangerines 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 wellstructured 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 longterm strategy
  • Build financial and scenario models that help quantify opportunities evaluate tradeoffs and support recommendations to senior leadership
  • Create clear compelling presentations and materials that summarize findings and communicate recommendations in a way that supports effective decisionmaking
    
    
• 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 Tangerines 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 wellstructured updates for senior leadership that summarize progress highlight risks and provide datadriven 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 Wed 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 criticalthinking 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 highquality work within tight timelines
• Excellent written and verbal communication skills including experience preparing clear wellstructured 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

Whats 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 dont 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 Scotiabanks 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.