TDIP Associate Director, Relationship 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:

TD Innovation Partners (TDIP) is the technology and innovation banking platform within TD Bank providing specialized banking financing and ecosystem solutions to venture-backed and innovation-focused companies across Canada.

The Associate Director Relationship Management Early-Stage is responsible for managing and growing a portfolio of founders newly incorporated companies accelerator graduates and venture-backed start-ups at the earliest stages of their growth journey.

As a trusted advisor the Associate Director develops deep client relationships delivers deposit treasury operational banking and credit solutions and partners across TD to support clients as they scale. The role requires a strong understanding of the start-up formation ecosystem the investment dynamics for pre-seed and seed-stage companies the venture capital landscape and the banking needs of founders as they progress from formation through commercialization.

The Associate Director also provides strategic oversight to Small Business Banking partners supporting the Early-Stage portfolio ensuring a consistent client experience ongoing portfolio monitoring and the timely identification and graduation of high-potential companies into TD Innovation Partners Commercial Banking portfolio.

CUSTOMER

• Manage a portfolio of founders and early-stage companies as they progress from ideation and incorporation through commercialization and venture funding.

• Develop trusted relationships with founders CEOs investors accelerators incubators angel networks and ecosystem partners.

• Serve as the primary relationship owner for clients requiring specialized banking solutions during the earliest stages of company development.

• Identify and deliver tailored banking solutions that address clients operational regulatory funding and growth objectives. Develop a detailed understanding of customer business models capital structures funding strategies transaction flows and growth plans. Partner with Capital Solutions teams to identify and structure working capital facilities operating lines venture debt and other financing opportunities where appropriate.

• Develop and maintain strong relationships with venture capital firms angel investors accelerators incubators and other members of the innovation ecosystem.

• Proactively identify high-potential companies within the Early-Stage portfolio and coordinate transition planning into TDIP Commercial Banking relationships.

• Partner with Small Business Banking teams to proactively identify founders and companies demonstrating significant growth funding activity customer traction or increasing banking complexity and facilitate their transition into TDIP Commercial Banking relationships.

SHAREHOLDER

• Achieve portfolio growth objectives through the acquisition development retention and successful graduation of high-potential early-stage companies into TDIP Commercial Banking relationships.

• Grow and expand TDs Early-Stage company roster through active engagement with founders investors accelerators and ecosystem partners across Canada.

• Develop and execute ecosystem-driven business development strategies targeting emerging innovation sectors and founder communities.

• Grow deposit balances treasury management revenue credit utilization and overall relationship profitability while maintaining a prudent risk profile.

• Monitor portfolio performance and proactively identify companies exhibiting strong growth financing activity customer traction or strategic significance.

• Maintain strong knowledge of developments affecting the Canadian innovation ecosystem venture capital markets government funding programs and emerging technology sectors.

• Contribute to product development strategic initiatives and process enhancements that strengthen TDIPs Startup Banking Program.

• Establish and manage a disciplined portfolio review process to identify emerging companies suitable for migration into TDIP Commercial Banking.

• Maintain accountability for portfolio graduation metrics client retention and the successful transition of relationships between Early-Stage Banking Small Business Banking and Commercial Banking teams.

EMPLOYEE / TEAM

• Serve as an early-stage ecosystem subject matter expert within TDIP Small Business Banking and the broader Commercial Bank.

• Share industry knowledge and best practices related to venture formation fundraising founder banking and start-up growth.

• Support education initiatives across TD by helping business partners better understand the needs of founders and emerging technology companies.

• Provide leadership and strategic oversight to Small Business Banking partners supporting Early-Stage clients ensuring consistent service delivery effective portfolio management and early identification of graduation candidates.

• Develop productive relationships with internal partners across SBB Virtual Account Managers Product Credit Operations and the Innovation team at TD.

• Represent TDIP at conferences industry associations investor events accelerator programs and ecosystem forums.

• Contribute to TDIPs reputation as a leading banking partner to Canadas innovation ecosystem.

• Collaborate closely with TDIP Relationship Managers Capital Solutions partners and other Commercial Banking stakeholders to support seamless client transitions and maximize relationship growth opportunities.

BREADTH & DEPTH

• Expert-level professional role requiring substantial relationship management expertise within the venture creation and early-stage company ecosystem.

• Ability to advise founders and emerging companies on banking treasury liquidity operational and financing matters.

• Interprets evolving market venture capital and ecosystem developments and translates them into practical banking solutions and strategic advice.

• Independently manages a portfolio of early-stage relationships with diverse business models and growth trajectories.

• Exercises sound judgment when evaluating operational regulatory reputational and credit-related matters.

• Influences decision-making among founders investors ecosystem partners and internal stakeholders.

• Works independently with minimal supervision and a high degree of accountability.

• Provides indirect leadership and oversight to Small Business Banking partners supporting Early-Stage client relationships.

• Responsible for balancing new client acquisition ecosystem development portfolio oversight and graduation management across a national Early-Stage Banking portfolio.

• Generally reports to the Director Relationship Management.

EXPERIENCE & EDUCATION

• Undergraduate degree in Business Commerce Finance Economics Engineering Mathematics or a related discipline.

• 7 years of experience in commercial banking venture capital start-up operations accelerator programs or the broader innovation ecosystem.

• Experience working with founders seeking pre-seed seed and Series A investment from Canadian and US investors.

• Strong business development networking and relationship management capabilities.

• Demonstrated knowledge of the Canadian venture capital ecosystem accelerators incubators and government innovation programs.

• Knowledge of Canadian regulatory environments considered an asset.

• Professional designations such as CFA CPA CBV MBA CTP or equivalent are considered an asset.

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):