CRM Manager TD Asset Management

Work Location:

Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Position Overview

As a Salesforce Associate Business Analyst you serve as a key liaison between the Journey Pod (Ops) Business stakeholders Technology teams and Quality this role you translate business needs into actionable requirements facilitate collaboration across teams and support the effective delivery of Salesforce solutions and operational processes.

Key Accountabilities

Business Analysis & Operational Support

• Provide deep technical expertise analysis and operational process support as a key resource for the team.
• Identify document investigate and resolve production issues and escalations beyond first-level support.
• Analyze business processes and recommend improvements to enhance operational efficiency.
• Provide insights reporting and upward feedback to support decision-making.

Project & Initiative Leadership

• Lead workstreams and act as a project lead or subject matter expert for small-scale projects and initiatives.
• Support the identification development and implementation of new workflows services and operational improvements.
• Contribute to continuous improvement initiatives across the team and broader organization.

Salesforce Administration & Reporting

• Develop maintain and enhance Salesforce reports and dashboards.
• Produce consolidated and aggregated Excel files to support mass updates and data management activities.
• Support data quality reporting and business analytics initiatives through effective Salesforce utilization.

Stakeholder Management

• Build and maintain strong working relationships with customers partners and stakeholders.
• Represent the broader Operations function while addressing complex customer and business issues across end-to-end processes.
• Collaborate effectively with Business Technology and QA teams to ensure successful solution delivery.

Knowledge Sharing & Team Development

• Provide training on best practices tools and processes.
• Coach and guide junior team members in the completion of business-as-usual activities.
• Promote knowledge sharing and contribute to the teams overall capability growth.

Leadership & Continuous Improvement

• Provide thought leadership by actively developing expertise in operations Salesforce and industry trends.
• Think critically about existing processes and identify opportunities for enhancement.
• Share ideas lessons learned and best practices across teams and functions.
• Act as a positive brand ambassador and role model.

Qualifications

Education & Certifications

• Post-secondary degree diploma or technical certification (Business or Technology preferred).
• Salesforce experience required.
• Salesforce Associate Certification required.
• Salesforce Administrator Certification or progress toward certification is considered a strong asset.
• Business Analyst experience and/or related certifications are an asset.

Technical Skills

• Strong understanding of the Salesforce platform reporting capabilities and best practices.
• Experience creating and managing Salesforce reports and dashboards.
• Advanced Microsoft Office skills particularly Excel.
• Experience with Jira is considered an asset.
• Experience with complex reporting and data management.

Business & Analytical Skills

• Strong problem-solving and critical thinking abilities.
• Ability to gather analyze and document business requirements.
• Strong facilitation skills with the ability to ask effective questions and uncover stakeholder needs.
• Ability to make logical data-driven decisions and recommendations.

Communication & Collaboration

• Excellent written and verbal communication skills.
• Strong presentation and facilitation skills.
• Ability to communicate effectively with stakeholders at all levels of the organization.
• Strong interpersonal skills with the ability to build and maintain relationships across teams.
• Collaborative mindset with the ability to contribute innovative ideas and adapt to changing business needs.

Organizational & Professional Skills

• Exceptional time management and organizational skills.
• Ability to manage multiple initiatives and competing priorities in a fast-paced environment.
• Strong attention to detail and commitment to quality.
• Ability to work independently and take ownership of issues and deliverables.
• Comfortable working in ambiguous environments and adapting quickly to change.
• Demonstrated consistency and accountability when managing multiple tasks.

Preferred Knowledge

• Knowledge of TD Asset Management (TDAM) Retail Distribution business is considered an asset.
• Knowledge and experience with Dealer Relations Management for Internal and External dealers
• Knowledge and experience with dealer code and rep code assignments and management
• Strong desire for continuous learning and professional development particularly in Salesforce and related technologies.
• Positive attitude growth mindset and eagerness to learn.

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):