Senior Manager, Business Integration, Private Wealth Management
Senior Manager, Business Integration, Private Wealth Management
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Job Description
Work Location:
Toronto Ontario CanadaHours:
0Line of Business:
Business Management Strategy & SupportPay Details:
$108800 - $163 200 CADTD 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:
Department Overview
Private Wealth Management (PWM) provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client they bring a distinct discovery process and an integrated team-based approach to build a wealth strategy that reflects each clients unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services Private Investment Advice Private Investment Counsel Private Banking Private Trust Wealth Advisory and Insurance Services.
The Advice Journey & Enablement team is responsible for the design and delivery of solutions across PWM and our Financial Planning (FP) Advice businesses to drive our business forward. This team enables all stages of the client and relationship manager lifecycle including acquisition onboarding servicing pricing products and services managed solutions work enablement and leader engagement.
Accountabilities
Reporting to the VP Executive Journey Product Owner Advice Journey & Enablement the Senior Manager Business Integration role a requires a highly analytical strategic problem solver with a combination of strong P&L understanding / scenario planning relationship management and business acumen.
This role will be responsible for the following within Private Wealth Management:
Owns integrated initiative planning and pan-PWM change calendar / field capacity planning.
Consolidation of P&L management planning across PWM Strategy & Solutions.
Identify trends opportunities and potential challenges in the P&L and determine options to progress.
Lead the relationship with Finance on medium term outlook and fiscal plan formation.
Lead the relationship with Wealth National Office partners from Business Management and Strategy.
Lead and support the planning of strategic initiatives across PWM.
Prepare and delivery executive level presentations and reports.
The Senior Manager will build and lead a team of professionals and set the teams direction based on strategic priorities and lead the team to deliver with excellence by:
Setting a persuasive vision and inspire team to engage
Setting ambitious goals and pursue innovate solutions to complex problems.
Supporting employees in their personal and professional performance development through regular coaching and feedback.
Creating and fostering a cohesive team and promote a positive work environment with open communication and the sharing of experiences and/or knowledge.
Participate in Action Planning meetings for TD Pulse.
The Senior Manager will also work closely with partners across PWM (including PIA/PIC PB HNW Experience PT WAS E&T) and engage with Financial Planning Direct Investing Wealth National Office Finance AI2 and Platform teams as needed.
This role will also require direct engagement with the SVP and Head of Private Wealth Management so the applicable candidate must possess executive level written and verbal communication skills.
Required Education and/or Accreditation
Undergraduate Degree in Business Administration or would be an asset.
Previous experience in Private Wealth Management (Advice) Private Banking and/or Product Management would be an asset.
Required Capabilities
Strong people leader with an ability to build relationships as well as negotiate impact & influence others
Strong business and financial acumen with exceptional analytical skills ability to quickly absorb information on a variety of complex issues (financial and nonfinancial) and provide insights on key issues and prepare presentations on findings
Proven strong organizational skills and comfortable in operating in a dynamic fastpaced environment
Demonstrated ability to collaborate among various businesses balancing multiple partner needs to gain consensus to define and execute one mandate
Strong communication skills with the ability to communicate clearly and concisely (written and verbally) to a broad audience at a number of levels including SVP
Proven ability to think strategically excellent problemsolving skills and decisively make recommendations in a timely manner
Ability to see business processes through a client lens
Highly self-motivated and self-disciplined leader
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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.
TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.
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:
Senior Manager
Employment Type
Full-Time
