Director, Investment Banking - Financial Institutions Group - Asset Management

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

TD Securities

Pay Detail:

$290,000 - $300,000 USD

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 candidate's 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:

Directors within the Financial Institutions Group at TD Securities provide a professional level of product and coverage expertise, execution, and relationship building with clients at all levels.  We are seeking an experienced Investment Banking Director with deep industry knowledge to support our Asset Management business

Depth & Scope:

• Responsible for new revenue origination and ownership of transaction execution across product areas, with a focus on M&A idea generation and execution (The full TD product suite includes Mergers & Acquisitions, Equity Capital Markets, Debt Capital Markets, Leveraged Finance, etc.)
• Demonstrates expert-level market and industry expertise within the Asset Management sector.  Acts as a specialist for the business
• Development and oversight of high-impact client deliverables and detailed financial analyses with sophisticated understanding of underlying sector dynamics
• Accountable for providing highly skilled support to senior coverage team members during execution of transactions, including deal structuring
• Cultivates and maintains client relationships at all levels (CEO, CFO, Treasurer, Assistant Treasurer, etc.)
• Fosters collaboration and innovation across all levels of the team, as well with internal stakeholders and product partners
• Maintains confidentiality of client information
• Keeps senior coverage and product officers informed as deals progress/issues arise
• Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
• Fosters collaboration across all levels of the team, as well with clients and internal stakeholders and product partners
• Actively participates in the development and mentorship of junior team members

Education & Experience:

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics preferred
• Transaction experience leading financial advisory services, including M&A, Equity, and Debt financings for Asset Management companies
• Demonstrated experience managing deal teams including training and developing team members on topics such as industry trends, financial modeling, and transaction processes
• 7-10 Years of related experience within the Financial Institutions sector; [at least 4 years of experience working with Asset Management companies required]
• Series 7, 79 and 63 registrations
• Candidates will be based in the New York office

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple.  Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. 

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:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 you’re 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.  

We're 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 you’ve got everything you need to succeed in your new role.

Interview Process
We’ll 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 USWAPTDO@td.com.  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.