Institutional Associate Wealth New York, New York

Work Location:

Hours:

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.

Line of Business:

Job Description:

This role is a high touch point of client contact accountable to serve the unique and complex needs of Institutional clients. They partner with other Institutional Relationship Managers (IRM) Institutional Investment Advisors and Institutional specialists roles to grow the Institutional business through active engagement in business development efforts responding to Request-For-Proposals (RFP) and interfacing with OneTD partners. This role is also responsible for retaining and growing assigned client relationships and is accountable for exceeding clients expectation for relationship management. This role is at the center of the Institutional model providing front-line sales support day-to-day account management and oversight delivering excellent client service supporting account administration and developing sales and marketing materials with Not-For-Profit SME and IRMS for OneTD partners of external centers of influence.

Depth & Scope:

• Maximizes client acquisition growth and retention by demonstrating a commitment to customer-centric behavior and by ensuring every prospect customer and OneTD partner has a legendary interaction with Institutional Wealth
• Seeks to increase wallet share by partnering with and supporting Institutional Relationship Managers (IRMs) Institutional Investment Advisors (IIAs) Specialty Practice SME and Corporate Trust Advisors as to ascertain investment management and Corporate Trust needs of TD Wealth clients and prospects
• Focuses on retaining and expanding Institutional business by supporting the Nonprofit Specialty Practice SME IIAs and IRMs in business development efforts with OneTD partners (e.g. TD Commercial TD Small Business TD Securities TD Cowen) and COIs
• Maintains a deep understanding of TD Wealths Institutional offering including Custody Escrow Investment Management and Corporate Trust services to address client needs
• Learns the OCMS system and works with Compliance to ensure all internal and external presentations have an appropriate review and approval
• Coordinates complex requests from internal colleagues to expedite accurate responses for clients and COIs through fostering communication with sources of pertinent internal metrics and other information needed for proposals
• Becomes an expert at Institutional business development efforts in working with Retail and Commercial partners
• Coordinates with IRMs IIAs and OneTD partners to respond to RFPs and develop proposals or related presentation materials
• Meets proposal deadlines by establishing priorities and target dates for information gathering writing review and approval of proposals and presentation materials
• Maintains tracking data coordinates with content contributors and provides status information regarding outstanding proposals client onboardings and ad hoc projects
• Updates and retains a database of compliance reviewed proposal responses leveraging this maintained database for scalability while also preparing quarterly statistics detailing the scale and scope of TD Wealths Institutional offerings in a format that is easily understandable and can be presented to prospective clients
• Assists in the development and maintenance of a client reference list
• Prints binds and arranges for delivery of proposal submissions
• Partners with the marketing team to develop a sales presentation for internal partners external prospects and COIs that delivers a clear and concise message
• Executes in a manner that is compliant with regulations policies and procedures
• Adheres to all federal state SRO regulations and Firm policies related to all business activities (i.e. OCC SEC FINRA etc.)
• Contributes individually and as a team member to ensure strong performance collaboration and enthusiasm that sets TD Wealth apart from our competitors
• Represents TD Wealth to the public in a professional manner
• Is involved in the community and supports TDBG charity and community initiatives
• Understands and supports the Banks Customer Service Strategy
• Considers the impact of decisions on the well-being of TD its Customers and stakeholders
• Provides the highest level of Customer service when dealing with internal partners vendors or our Customers - WOW at every opportunity
• Models quality service delivery at every interaction
• Leads and contributes to the ongoing improvement of the partner / Customer experience
• Is engaged in advancing and sustaining a unique inclusive culture that reflects TDs diversity agenda and create an extraordinary employee experience
• Participates fully as a member of the team and contribute to a positive work environment
• May provide leadership training and guidance to other team members
• Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
• Actively shares information and knowledge and proactively learn from the expertise of other

Education & Experience:

• 4-year degree MBA or other advanced degree preferred
• 3 years of Financial Services experience in a sales and service capacity (i.e. track record of high client satisfaction client retention and meeting sales goals) required
• Active Securities Licenses: Series 7 63 Required; 65 preferred or ability to obtain
• Consultative sales experience required
• Ensures all Continuing Education requirements are attained
• Understanding wealth management business development techniques products services and overall industry
• Understanding of Institutional client needs and products and services available to clients within the segment
• Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank U.S.
• Personalized customer service skills including ability to work with wide variety of clients and provide an exceptional level of service
• Self-motivated able to work independently as well as part of a team - working well with other team members and keeping all relevant individuals including management up to date in a timely manner
• Excellent communication skills both verbal and written
• Proficiency in Microsoft Applications (PowerPoint Excel Word) as well as Adobe Pro
• Ability to multitask and manage competing priorities effectively
• Must have experience working within a high collaborative team environment

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 base salary and variable compensation/incentive awards (e.g. eligibility for cash and/or equity incentive awards generally through participation in an incentive plan) and several other key plans such as health and well-being benefits savings and retirement programs paid time off (including Vacation PTO Flex PTO and Holiday PTO) banking benefits and discounts career development and reward and recognition. 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.

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

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age disability status as a protected veteran or any other characteristic protected under applicable federal state or local law.

If you are an applicant with a disability and need accommodations to complete the application process please email TD Bank US Workplace Accommodations Program at . Include your full name best way to reach you and the accommodation needed to assist you with the applicant process.