Senior Business Management Analyst, TD Wealth Advice Solutions & Enablement

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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:

Department Overview:

Part of the TD Bank Group TD Wealth Private Wealth Management provides a comprehensive range of wealth management services to high-net-worth (investable assets of at least $750000) individuals families and organizations with wide-ranging often-complex needs. Based on our commitment to discovering and achieving what truly matters to each client TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated team-based approach to build a wealth strategy that reflects each clients unique needs and that is based on TDs principles of transparency and trust. As part of our commitment to One TD our team members collaborate closely with each other to deliver both the full spectrum of TD Wealth Private Wealth Management services from private banking services and estate and trust planning to philanthropy business succession and tax planning and the best of the Bank to our clients.

Job Description:

Managed Solutions are a critical tool in advancing TD Wealths growth goals and strategies for Investment Management. Reporting to the Manager Managed Solutions the Senior Business Management Analyst will work alongside a team of professionals within Wealth Advice Solutions & Enablement to deliver investment management platform support and implementation guidance to Investment Advisors and Portfolio Managers at TD Private Wealth Management. Specifically the Senior Analyst will be accountable for the following:

• Act as a trusted partner and platform/process subject matter expert delivering advanced personalized application support (Wealth360) proactive guidance coaching and sharing implementation best practices with TD Wealth Investment Advisors Portfolio Managers and their teams

• Maintain expert knowledge of TD Wealths investment management programs and platforms and lead in the development of and updates to advisor-facing procedures tool guides user-guides and other reference material (FAQs etc.)

• Develop and facilitate presentations and training sessions to advisor teams acting as a subject matter expert for investment management platforms and programs and assist in skill and knowledge development for new hires and competitive recruits

• Act as an important first-line of support for investment management platform users and play an important role in collection and prioritization of customer and colleague feedback and irritants

• Resolve inbound product/platform inquiries from front office users referring matters and escalating complex issues to business and technology partners as required

• Maintain an ongoing view of the investment management platform roadmap and contribute to its development by collaborating with front office and internal partners to solicit feedback and incorporate it into roadmap planning. Actively share insights and recommendations to drive platform enhancements address defects and improve the overall advisor and client experience

• Review platform release notes to create a comprehensive testing plan in preparation of subsequent scheduled releases and lead testing validation and documentation efforts ahead of new releases/upgrades in partnership with partners in Platforms Technology Change Management etc.

• Act as a leader by taking ownership of initiatives setting a positive example through collaboration and accountability and guiding others through complex scenarios. Demonstrate resilience foster a culture of continuous improvement and contribute to a high-performing inclusive team environment

• The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise

Job Requirements/Skills

Education/Accreditations:

• University/college degree; Finance business or related discipline preferred

• Financial or securities designations (CIM CFA CSC CPH etc.) considered an asset

Other Qualifications/Skills/Experience:

The successful candidate must have:

• Five (5) or more years of relevant wealth or investment industry experience

• Strong financial acumen and understanding of investment products fee-based programs portfolio management and modelling concepts and discretionary and non-discretionary investment management practices

• Experience working with Wealth 360 and familiarity with other investment management and wealth technology applications including Croesus Kyndryl etc.

• Strong attention to detail and ability to quickly identify issues triage inquiries understand root cause and propose solutions or workarounds

• Excellent interpersonal and communication skills (both written and verbal) with the ability to effectively communicate complex concepts in a simplified manner and engage and influence stakeholders at all levels

• Demonstrated initiative and resourcefulness in problem solving with the ability to proactively tackle unfamiliar problems by asking the right questions and independently finding answers or solutions (even without being a subject matter expert)

• Highly organized and process-oriented with a strong ability to organize and prioritize work efforts and ensure deadlines are met

• Proven track record of effective project management including the ability to drive projects to completion and manage multiple priorities within tight deadlines

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):