Vice President, Business Enablement, Corporate & Investment Banking
Vice President, Business Enablement, Corporate & Investment Banking
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Job Description
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD SecuritiesPay Details:
$135000 - $135000 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.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 Securities Corporate and Investment Banking provides a full range of financial advisory and capital-raising services to corporate and institutional clients globally. Our Relationship Managers work closely with our clients to understand their needs and bring them unique solutions to complex issues. The department is organized into areas of expertise by product region and industry.
The Business Management Team within Corporate & Investment Banking is responsible for providing ongoing strategic and operational support as well as supervisory oversight to front-line Investment Bankers and Senior Executives within the department such that their focus can remain on providing optimal client coverage and execution. The team liaises with various TDS and TDBG support partners to advance the needs of the department as well as assist with rolling out any firm- or bank-wide initiatives.
Position Overview:
In this role you will report to the Director of Business Enablement within the broader Corporate & Investment Banking Business Management team.
We are seeking a strategic data-drivenindividualto support the roadmap and development of ourpipeline management and CRM platform. This role will play a critical part in aligning business goals with technology capabilities driving innovation and enhancing client experiences through CRM capabilities. The successful candidate will work cross-functionally with stakeholders across technology compliance operations and data partners to deliver scalable compliant and high-performing Client 360 platform.
Key Accountabilities:
More specifically the role will require you to:
- Own the CRM platform/ Client 360 product backlog roadmap and delivery lifecycle
- Lead and conducts Business Acceptance Testing
- Act as the primary liaison between business stakeholders and development teams translating business needs into clear actionable user stories and technical requirements.
- Prioritize features enhancements and bug fixes based on business value client impact strategic alignment regulatory requirements and technical dependencies.
- Work closely with data compliance and legal teams to ensure the CRM system aligns with all applicable financial regulations (e.g. FINRA SEC GDPR).
- Partner with Agile delivery teams to define acceptance criteria validate deliverables and ensure solutions meet quality standards and are in adherence to effectively managing MNPI
- Monitor platform usage adoption metrics and user feedback to inform continuous improvement.
- Collaborate with vendors and external partners as necessary to integrate third-party solutions and maintain system performance.
- Owns the end- user documentation such as training material job aids and communication prior to any technology roll-outs and will contribute towards ongoing data quality improvement initiatives
- Advises and designs workflows to further improve the efficiency of existing processes related to the deal lifecycle and ensures seamless integration with other platforms
- Provides BAU support for the in-house CRM/Client 360 platform and is the primary trainer for any new hires
- Acts as a change champion to drive adoption and continuous improvement across existing CIB Tools
- Stay informed about CRM technology trends compliance regulations and competitor activity within the financial services sector.
Specific Accreditations and Experience:
- Bachelors degree in Business Computer Science Information Systems or related field (MBA or related graduate degree preferred).
- 5-10 years of experience in capital markets and project management/business operations
- 5 years of product ownership or product management experience preferably in financial services or wealth management.
- 3 years of hands-on experience managing a CRM platform with strong knowledge of configuration and integration best practices.
- Strong understanding of financial services business processes customer lifecycles and compliance requirements.
- Proven experience working in Agile/Scrum environments with cross-functional teams.
- Excellent communication stakeholder management and analytical skills.
- Product Owner certification (CSPO or equivalent) is a plus.
Other Qualifications/Skills:
- Previous experience working as a product owner and delivering large scale initiatives
- Strong understanding of Corporate and Investment banking and the banker mindset
- Ability to effectively manage multiple priorities simultaneously.
- Strong interpersonal skills demonstrated through an ability to relationship build and work as part of a collaborative team
- Strong problem-solving skills; an ability to identify issues through observation and key metrics and proactively propose recommendations.
- Experience in navigating complex projects in a large organization with ability to influence multiple stakeholder groups.
- Familiarity with marketing automation customer segmentation and lead management tools.
- Experience with API integrations and third-party data feeds in financial platforms.
- Experience with data governance and CRM analytics/reporting
- Experience working with UI/UX teams to optimize CRM user interfaces.
Who We Are:
TD Securities offers a wide range of capital markets products and services to corporate government and institutional clients who choose us for our innovation execution and experience. With more than 6500 professionals operating out of 40 cities across the globe we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues providing trusted advice and industry-leading insight extending access to global markets and delivering integrated transaction banking solutions. In 2023 we acquired Cowen Inc. offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise while growing our strong diversified investment bank. We are growth-oriented people-focused and community-minded. As a team we work to deliver value for our clients every day.
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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.
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):
Sans ObjetRequired Experience:
Chief
Employment Type
Full-Time
