Title:  Product Manager, Wealth Operations - Tangerine

Requisition ID: 241694

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:

The Product Manager, Wealth Operations is responsible for ensuring Tangerine’s wealth management operations align with the strategic direction of the brand and support initiatives to achieve volume and profitability targets, while delivering an exceptional experience for Canadian clients. This role focuses on the day-to-day management of dealer operations, serving as a subject matter expert for operational, regulatory and compliance matters. The incumbent collaborates with cross-functional partners, including Client Experience, Marketing, Product and Compliance to develop and execute growth initiatives, implement product changes and launches and address regulatory requirements. The Product Manager reports directly to the Director & Head of Products & Strategy.

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

• Develop and maintain a deep understanding of client needs, attitudes, and behaviors by analyzing feedback and operational data to enhance the investment client experience 
• Oversee and optimize day-to-day CBS (back office) processes for Tangerine’s investmentsdealer, including account opening, transfers-in, transfers-out and support for new account types (FHSA, RESPs, Corporates) 
• Collaborate with Client Experience, Marketing, Product, Compliance, and Technology teams to identify pain points and drive improvements in operational processes, ensuring scalability and efficiency to meet target volumes 
• Serve as the primary point of contact for technology transformation initiatives (e.g., ATON, Fund SERV), working closely with CBS and architecture teams to automate and streamline investment operations. 
• Partner with the data team to design and implement “Health of the Business” dashboards, enabling data-driven decision-making and continuous process improvement 
• Work with the digital wealth product owner to ensure that in-app client journeys are operationally aligned, supporting faster, more accurate, and higher-volume processing for the back office. 
• Lead the development and implementation of processes to support new product offerings and in-kind transfers, acting as a thought leader in operational readiness and transformation  
• Lead business casing and build relationships in support of gaining support and the necessary resources to execute and product improvements. 
• Build the case for the critical product success factors that will make our deposit products valuable to clients and profitable for the Bank. 
• Act as an investment operations SME for audit and compliance initiatives, partnering with key stakeholders to ensure updated product manuals, adherence to internal policies; regulatory obligations and deadlines are met according to plans. 
• Prepare and present reports to senior leadership on operational performance, transformation initiatives, and strategic plans 
• Responsible for understanding and complying with the Regulatory Compliance Framework including the Anti-Money Laundering/Anti-Terrorist Financing and Sanctions Policy and all AML related policies, procedures and controls within the department. 
• Other duties as assigned. 

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

• University Degree in Business or equivalent  
• 5-7 years of product management or investment operations, preferably within financial services 
• Demonstrated success in leading large-scale projects and securing business case approvals through to implementation 
• In-depth understanding of investment products, operational processes and the regulatory environment governing investments. 
• Experience with digital technologies, financial products, e-commerce, payments, subscription businesses, or product design and transformation 
• Familiarity with back office systems, technology platforms (ATON, FundServ), and dashboard development is an asset 
• Knowledge of various account types (FHSA, RESPs, Corporates) and experience building operational processes to support them is preferred 
• Strong analytical, interpersonal and communication skills 
• Strong business acumen 
• Strong leadership skills, with the ability to enable and motivate a cross-functional team  

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.