Scotiabank

Senior Manager, Wealth Strategy and Research - Tangerine

Scotiabank • $110K — $130K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Undergraduate degree in Business, Commerce, Economics, Engineering, or Mathematics; MBA preferred.
  • 4+ years post-MBA or 6+ years post-undergraduate experience in management consulting or corporate strategy.
  • Strong understanding of the Canadian wealth management industry and its competitive dynamics.
  • Proven experience in leading complex strategic initiatives and influencing senior stakeholders.
  • Exceptional analytical capabilities, including financial modeling and market assessment.
  • Excellent relationship-building skills across multiple functions and levels.
  • Advanced skills in PowerPoint and Excel; knowledge of data visualization tools is a plus.

Responsibilities

  • Lead strategic analyses that align with Tangerine Wealth's business strategy.
  • Manage high-priority initiatives, coordinating with cross-functional teams.
  • Develop business cases, financial models, and customer segmentation analyses.
  • Monitor industry developments in wealth management and fintech.
  • Design competitor benchmarking frameworks and reports for executive use.
  • Create KPI frameworks and dashboards to track business performance.
  • Act as a strategic partner to leaders across various business functions.

Benefits

  • Part of a diverse and inclusive community focused on innovation.
  • Opportunity to make a significant impact on game-changing initiatives.
  • Access to extensive online and in-person learning experiences for career development.
  • Comprehensive benefits that support employee wellbeing and financial goals.
Full Job Description
Requisition ID: 275098

What you will be doing:

As the Senior 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 be:
  • Strategy & Insights
    • Lead strategic assessments and analyses that support the development and execution of Tangerine Wealth's business strategy and growth agenda.
    • Independently manage high-priority strategic initiatives, coordinating cross-functional teams, generating insights and translating them into actionable recommendations for senior leadership.
    • Develop business cases, financial models, customer segmentation analyses, and scenario planning exercises to evaluate strategic opportunities.
    • Support annual strategic planning, budgeting, and multi-year roadmap development activities.
  • Market Intelligence
    • Lead ongoing monitoring of wealth management, banking, fintech, and digital investing landscape, identifying developments or industry innovations that may impact Tangerine's competitive position.
    • Design and maintain competitor benchmarking frameworks covering products, pricing, service models, client experience, technology capabilities, and distribution strategies.
    • Partner with market research, analytics, and client insights teams to evaluate customer needs, market trends, and growth opportunities.
    • Produce executive-ready market intelligence reports, presentations, and strategic briefs for leadership teams and governance forums.
  • Governance & Management Reporting
    • Lead development and maintenance of KPI frameworks, dashboards, and scorecards to track business performance and progress against strategic objectives
    • Prepare concise, well-structured updates for senior leadership that summarize progress, highlight risks, and provide data-driven insights to guide next steps
  • Stakeholder Leadership & Team Development
    • Act as a strategic partner to leaders across Wealth, Marketing, Finance, Product, Technology, Compliance, Risk, and other business functions.
    • Build strong relationships with internal stakeholders and external partners to facilitate collaboration and alignment on strategic initiatives.
    • Mentor and provide guidance to junior team members, helping elevate analytical rigor and strategic thinking across the team.
    • Support the Director in fostering a high-performing, collaborative, and insight-driven team culture.
  • Other
    • Championing a client- obsessed culture
    • Leveraging a growth mindset, embracing learning and continuous improvement
    • Contributing to a dynamic workplace fostering trust, integrity and inclusion
    • Removing obstacles to drive momentum across teams
    • Leading a high performing team through times of change
    • Supporting teams through transformation activities


Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
  • AI fluency
  • A craving to contribute to a high-performing team
  • Ability to drive results in periods of change
  • Track record of fostering an inclusive culture
  • Undergraduate degree in Business, Commerce, Economics, Engineering, Mathematics, or a related field; MBA or other advanced degree is considered an asset.
  • 4+ years post-MBA or 6+ years post-undergraduate experience in management consulting with top-tier consulting firms or corporate strategy; Experience within the wealth management industry is preferred
  • Strong understanding of the Canadian wealth management industry, including investment products, advisory models, digital wealth platforms, and competitive dynamics
  • Demonstrated experience leading complex strategic initiatives and influencing decision-making among senior stakeholders.
  • Advanced quantitative and qualitative analytical capabilities, including financial modeling, market assessment, and business case development.
  • Exceptional problem-solving skills with the ability to structure ambiguous business challenges and develop actionable recommendations.
  • Proven ability to synthesize large amounts of information into concise executive-level presentations and strategic communications.
  • Excellent stakeholder management and relationship-building skills, with experience working across multiple functions and leadership levels.Strong project management capabilities with the ability to manage multiple priorities simultaneously in a fast-paced environment.
  • Advanced proficiency in PowerPoint and Excel; experience with business intelligence and data visualization tools is an asset.


What's in it for you?
  • 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.
  • From competitive benefits to programs that support your wellbeing and financial goals- we invest in you today and in your future.*


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

Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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