Manager, Advisor Experience & Employee Engagement TD Asset Management

TD Asset Management (TDAM) a member of TD Bank Financial Group is a leading global investment manager offering progressive investment solutions to both institutional and retail investors. For decades the organization has established competitive market positions in active quantitative and passive portfolio management. As of September 30 2025 TDAM and its affiliates manage over $500 billion in assets on behalf of pension insurance endowment/foundation and corporate clients as well as high-net worth clients and retail mutual funds.

In attaining this client commitment TDAM has built one of Canadas largest and most respected investment management and research teams with more than 220 Portfolio Managers Associate Portfolio Managers Traders and Analysts.

TDAMs Retail Distribution team offers a wide range of mutual funds ETFs alternatives and managed portfolios through a national sales team of over 100 people. The sales team is responsible for consultative sales of all our product offerings to both external advisors and well as colleagues in TD Wealth: Financial Planning (FP) TD Canada Trust (TDCT) Private Investment Advice (PIA) and Private Investment Council (PIC). The National Office within Retail Distribution comprises teams of Sales Operations and Sales Enablement colleagues that are responsible for enabling client-facing colleagues with tools resources content and processes that help them run effectively and in support of business strategies and objectives.

Job Description:

As a key member of Retail Distributions National Office the Manager Advisor Experience & Employee Engagement will be responsible for end-to-end ownership of the strategic roadmap for sales tools and technology leading innovative ways to deliver enhanced colleague and advisor experiences. This includes understanding needs developing the roadmap and prioritization as well as stakeholder communication. The Manager Advisor Experience & Employee Engagement supports our sales channels with the tools and technology they need to achieve success as well as managing projects/initiatives by partnering with the journey platform digital marketing and other business units to plan and execute on timely end-to-end effective delivery.

Key Accountabilities:

• Own the Sales Tools and Operational Improvements and Retail Optimization (Salesforce) roadmaps and serve as the key link between Retail Distribution and the Journey.
• Leveraging an existing understanding of B2B sales effectiveness and wholesaling responsible for identifying and prioritizing opportunities to modernize and improve effectiveness
• Leverage specialized domain product and systems knowledge to have a thorough understanding of the business product and vision; provide business/product subject matter expertise as well as recognize and drive the focus toward business value.
• Lead analyze document and manage requirements with stakeholders by applying a variety of techniques to probe elicit challenge understand and gain consensus on requirements.
• Identify document and validate current state processes and support stakeholders to design the desired future state; provide recommendations and/or direction based on the end-to-end sales and advisor experience when making decisions.
• Ensure business processes/systems impacted by requirements are analyzed and the acceptance criteria clearly demonstrates the changes to business process/systems to meet sales and advisor client needs.
• Work with Change Management to assess and ensure that advisor client and employee experience / stakeholder impacts are appropriately identified and managed
• Ensuring that requirements-related dependencies and constraints are documented by bridging the communication between business and technology stakeholders
• Working with relevant stakeholders on defining acceptance criteria sufficiently for testing and supporting the development of test scripts and subsequent testing of developed solutions (as appropriate) including communication of issues and resolution.
• Promote innovation by applying subject matter expertise to generate forward thinking ideas as well as critical thinking to find opportunities for improvement.
• Ensure timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution.
• Participate fully as a member of the team support a positive work environment that promotes service to the business quality innovation and teamwork and ensure timely communication of issues/ points of interest.
• Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit.
• Keep current on emerging trends/ developments and grow knowledge of the business related tools and techniques.
• Participate in personal performance management and development activities including cross training within own team.
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
• Contribute to team development of skills and capabilities through mentorship of others by sharing knowledge and experiences and leveraging best practices.
• Lead motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
• Contribute to a fair positive and equitable environment that supports a diverse workforce.

Breadth and Depth:

• Experienced in asset management and working with sales teams
• Experienced in business analysis and delivery execution practices and standards
• Experienced and acts as a conduit for business and user interaction with technology
• Leveraging specialized domain product and systems knowledge ensure business processes/systems impacted by the requirements are analyzed and the acceptance criteria are well understood and clearly demonstrate changes to business process/systems meet customer needs
• Proactively identifies risks and impediments and leads problem resolution
• Works independently as the senior or lead business analyst and coaches and guides members within area of expertise
• Leads the Requirements Management for moderate to high complexity/risk initiatives
• Possesses discipline rigor skills and subject matter knowledge to the requirements elaboration and validation process
• Supports the identification maintenance and reporting of traceability of requirements
• Identifies and leads problem resolution for complex issues at all levels
• Reports to the AVP National Office & Sales Effectiveness

Job Requirements:

• Minimum 8 years of investment industry experience and university education preferably in business economics or communications
• History of making an impact developing and executing on projects and initiatives
• Excellent communication skills and a proven track record using Excel and PowerPoint to tell a story
• Demonstrated knowledge of process improvement principles and ability to apply them to strengthening employee and/or client experiences
• Ability to connect client needs immediate project deliverables and future opportunities
• Highly collaborative with strong relationship management skills
• Excellent time management and organizational skills to manage multiple deadlines and priorities
• Ability to work both independently and within a team

**4 days required in the office**