Director, Wealth Strategy & Research - 12-month contract - Tangerine

Tangerine; Toronto; On-site; CAD 180,000 - 230,000; Full time

Job summary

Tangerine is seeking a Director, Wealth Strategy & Research to lead enterprise-level initiatives shaping our wealth offerings. You will inform product strategy, market positioning, and long-term growth, serving as a thought leader with executive influence across the organization.

You will drive insights from market research, translate them into strategic actions, and build frameworks for benchmarking, pricing, and go-to-market strategies.

Qualifications

• AI fluency and strategic thinking are essential.
• Proven leadership and ability to drive change in fast-paced environments.
• Strong understanding of wealth management dynamics in North America.
• Track record of fostering inclusive cultures and high-performing teams.
• Experience translating insights into product strategy and business impact.

Responsibilities

• Define and execute the Tangerine Wealth product roadmap aligning with strategic objectives.
• Provide strategic insights to senior executives and influence enterprise priorities.
• Prepare board reports, C-suite briefings, and steering-committee updates.
• Identify actionable insights through market research and competitive intelligence.
• Develop data-driven business cases for new wealth initiatives or partnerships.
• Establish KPIs, dashboards, and decision-support tools for leadership.

Skills

AI fluency

Leadership

Change management

Inclusive culture

Wealth management

Cross-functional

Job description

Requisition ID: 273102

At Tangerine, we’re redefining 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’re committed 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.

Are you ready to disrupt the status quo? Do you crave challenges that push boundaries? If you’re a high performer looking to accelerate your career and reimagine the banking landscape, this is your moment.

Let’s shape the future of banking together!

What You Will Be Doing

The Director, Wealth Strategy & Research will lead the development and execution of strategic initiatives that shape the future of our wealth offerings. This role carries enterprise-level accountability, executive decision support, and stakeholder influence across the organization. The Director will serve as a thought leader, driving insights that inform product strategy, market positioning, and long-term growth.

Is this role right for you?

• Define and execute the Tangerine Wealth product roadmap in alignment with business strategic objectives.
• Provide strategic insights and recommendations to senior executives, influencing enterprise priorities and business decisions.
• Represent Tangerine Wealth in executive forums and prepare board reports, C-suite briefings, and steering-committee updates.
• Work closely with market research and competitive intelligence teams to identify actionable insights to inform product development and business decisions.
• Continuously monitor the traditional wealth, digital wealth, and fintech landscape for emerging trends, competitor moves, regulatory developments, and technology innovations.
• Translate research findings into actionable strategies that drive innovation and client-centric solutions.
• Develop and manage structured frameworks for competitor benchmarking, client segmentation, pricing, and go-to-market strategies.
• Build data-driven business cases for new initiatives, products, or partnerships.
• Support annual and multi-year strategic planning cycles with market input, scenario analysis, and post-implementation reviews to capture lessons learned.
• Establish KPIs, scorecards, and dashboards to track progress against strategic objectives.
• Maintain decision-support tools and intelligence repositories for timely stakeholder updates.
• Produce thought-leadership pieces, white papers, and briefing notes to inform executives and strengthen external positioning.
• Distill complex research and analysis into clear recommendations, dashboards, and strategic presentations for senior leadership.
• Build and maintain strong relationships with senior leaders, cross-functional teams, and external partners, and coordinate input for major decisions to ensure alignment between insights, strategy, and execution.
• Champion process optimization, knowledge-sharing, and adoption of best practices by creating templates, playbooks, and standardized deliverables for strategy projects.
• Lead and develop a high-performing team, fostering collaboration, empowerment, and continuous improvement.
• 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

Skills

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
• 10+ years in strategy, research, corporate development, or management consulting, ideally within financial services or fintech.
• Strong quantitative and qualitative research capabilities, with deep expertise in the North American wealth management space.
• Proven ability to translate insights into actionable strategies and drive cross-functional alignment.
• Excellent executive-level communication and presentation skills, with comfort working under tight deadlines on high-visibility projects.
• Highly organized, self-directed, and able to manage multiple priorities in a fast-changing environment.

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

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.