Wealth Management Strategy Director

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 decisionsDevelop competitor benchmarking and client segmentation frameworksBuild business cases for products, initiatives, and partnershipsSupport strategic planning with scenarios and market inputCreate KPIs, scorecards, dashboards, and intelligence repositoriesRequirements:
10+ years in strategy, research, corporate development, or consultingDeep knowledge of North American wealth management marketsAbility to translate insights into actionable strategiesAbility to drive cross-functional alignment across stakeholdersHighly organized and able to manage multiple prioritiesBring wealth research, competitive intelligence, and strategic planning expertise to Tangerine’s Toronto-based wealth management leadership team.
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