Vice President, Asset Allocation Client Portfolio Manager

Department Overview

TD Asset Management (TDAM) a member of TD Bank Financial Group is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. As of September 30 2025 TDAM and its affiliates manage over $500 billion in assets on behalf of pension insurance endowment and foundation and corporate clients as well as highnetworth clients retail mutual funds and exchangetraded funds (ETFs).

This role supports TDAMs Asset Allocation team who manages over $100 billion in assets across global multiasset portfolios. The Asset Allocation team designs and manages portfolio solutions by employing a multidisciplined investment process that integrates macroeconomic crossasset and fundamental research leveraging both quantitative and qualitative analysis.

TDAMs Client Portfolio Management (CPM) team is growing and this position offers an opportunity to join one of Canadas leading investment managers. Reporting to the VicePresident & Director the Asset Allocation CPM will act as a senior advocate and representative of TDAMs Asset Allocation platform. The Asset Allocation CPM role sits within TD Asset Managements Client Portfolio Management function a frontoffice team that reports to the Managing Director Client Portfolio Management who in turn reports directly to the Chief Investment Officer of TDAM.

The CPM team is an integrated team spanning coverage of equities fixed income alternatives and asset allocation and works in close partnership with TDAMs portfolio management and research teams. The Asset Allocation CPM is fully embedded with the Asset Allocation investment team working alongside portfolio managers and analysts and participating directly in investment discussions.

Job Description / Accountabilities

In this role the CPM:

The CPM acts as an advocate for TDAMs asset allocation capabilities. The CPM will serve as a subject matter expert on TDAMs asset allocation capabilities along with translating complex macroeconomic views crossasset research and portfolio positioning into clear actionable guidance to institutional and retail clients. This role is designed for an experienced clientfacing investment professional with strong presentation skills sound judgement and the ability to confidently engage with a broad crosssection of clients across various market environments.

This position involves frequent collaboration with Portfolio Management Product Sales Marketing and Distribution teams and carries meaningful visibility through inperson client meetings webinars written commentary and thought leadership.

Accountabilities

Client & Stakeholder Engagement

• Serve as a CPM and senior investment representative for TDAMs Asset Allocation platform articulating investment philosophy process portfolio construction positioning and performance across both retail and institutional audiences.
• Champion and uniquely position TDAMs investment capabilities discipline and competitive advantages reinforcing consistency credibility and confidence across all engagements.

Content Creation & Communication

• Develop lead and deliver highquality investment presentations market updates and portfolio commentaries including inperson client meetings investment committee presentations webcasts and written communications.
• Act as a subject matter expert in the creation of communication content and spearhead the support of marketing and distribution of TDAMs asset allocation strategies.

Investment Expertise & Research

• Translate portfolio construction asset allocation decisions and risk positioning into clear clientrelevant narratives for internal and external audiences.
• Act as a trusted subject matter expert on global multiasset portfolios and multiasset portfolio construction.
• Monitor global financial markets and macroeconomic developments synthesizing complex information into clear actionable insights for clients and internal stakeholders.

Product & Business Development Support

• Support relationship managers and sales teams in prospecting RFPs due diligence meetings and consultant reviews.
• Act as a key liaison and collaborate with Portfolio Management Sales Sales Enablement and Marketing & Communications to identify opportunities and support the design of investment solutions.
• Anticipate client needs and proactively address questions.
• Contribute client insight market intelligence and competitive perspectives to the development and refinement of portfolio strategies and structures.

Qualifications / Skills / Experience

• CFA designation plus a relevant undergraduate degree.
• 5 years experience in asset management or capital markets ideally in a Client Portfolio Manager portfolio management investment specialist or institutional clientfacing role.
• Strong understanding of public & private investment strategies portfolio construction concepts and methodologies.
• Demonstrated experience supporting both retail and institutional clients with the ability to adapt messaging and depth accordingly.
• Proven success as a lead presenter including experience presenting to investment committees advisors consultants or senior client stakeholders; ability to operate confidently in highstakes client or consultant environments.
• Exceptional communication and presentation skills paired with superior writing capabilities to support market commentaries and clientready materials.
• Strong analytical capabilities including the ability to interpret portfolio performance attribution and risk exposures.
• Creative thinker and storyteller with the ability to frame investment narratives in engaging and differentiated ways.
• High degree of organizational intelligence with the ability to navigate complex stakeholder environments and align investment messaging across teams.
• Selfstarter; highly collaborative with a partnershiporiented mindset and ability to influence without authority.
• Strong aptitude for technology and its application in analytical and portfolio management settings with an ability to assimilate complex and varied market data.
• Demonstrated leadership potential including the ability to mentor others and contribute to team development.
• Strong business acumen organizational skills and ability to thrive in a fastpaced clientdriven environment.
• Frequent travel may be required; candidates must be able to travel as needed.
• Bilingual FrenchEnglish is an asset.