Senior Manager and Product Group Owner, Wealth Advice Acquisition

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Enterprise Enabling Functions

Pay Details:

$108,800 - $163,200 CAD

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:

The Advice Journey & Enablement team is responsible for the design and delivery of solutions across Private Wealth Management (PWM) and our Financial Planning (FP) businesses to drive our business forward. This team enables all stages of the client and relationship manager lifecycle, including acquisition, onboarding, servicing, pricing, products and services, managed solutions, work enablement, and leader engagement.

The Acquisition Product Group (as a part of the Advice Journey) supports both Financial Planning and Private Wealth Management to meet client acquisition goals across 3 pillars:

1. Digital Strategy and Engagement: Strategy and engagement with prospective clients across all pages for FP/PWM on TD.com

2. Targeted Marketing Campaigns & Leads Programs: Partnering with Marketing to deliver client offer campaigns (TD Investing Campaign) and targeted leads programs

3. OneTD: Partnering across CPB, Business Banking, TDI and within Wealth to identify referral opportunities to/from Financial Planning and Private Wealth Management as well as developing discussion topics/performance data for a variety of senior executive forums

Accountabilities

Reporting to the VP, Executive Journey Product Owner, Advice Journey & Enablement, the Senior Manager, Product Group Owner role requires a strategic problem solver, relationship management and business acumen.

This role will be responsible for the following:

• Leads the strategy and execution of transformation of TD.com for Financial Planning and Private Wealth Management

• Owns OneTD relationships across CPB, Business Banking, TDI and within Wealth

• Leads the relationship with Corporate Marketing & Business Marketing to deliver high quality acquisition programs

• Partners with the Financial Planning National Office and PWM Strategy & Solutions teams to design, build and execute acquisition programs

• Prepare, deliver and present executive level presentations and reports

• Develop a Leads & Referral ecosystem designing a client journey roadmap for acquisition into Financial Planning and Private Wealth Management

The Senior Manager will lead a team of professionals and set the team's direction based on strategic priorities and lead the team to deliver with excellence by:

• Setting a persuasive vision and inspire team to engage

• Setting ambitious goals and pursue innovate solutions to complex problems

• Supporting employees in their personal and professional performance development through regular coaching and feedback

• Creating and fostering a cohesive team and promote a positive work environment with open communication and the sharing of experiences and/or knowledge

• Participate in Action Planning meetings for TD Pulse

The Senior Manager will facilitate a number of executive forums focused on Acquisition across the VP's in FP and PWM as well as with partners (CPB, Business Banking, TD Insurance and Direct Investing/TD Asset Management).

This role will also require direct engagement with the SVP and Head of Private Wealth Management and SVP of Financial Planning so the applicable candidate must possess executive level written and verbal communication skills.

Required Education and/or Accreditation

• Undergraduate Degree, MBA would be an asset

• Previous experience in Private Wealth Management or Financial Planning (Advice), and/or Product Management would be an asset.

• Experience with TD Scaled Agile would be an asset

Required capabilities

• Strong people leader with an ability to build relationships as well as negotiate, impact & influence others

• Strong communication skills, with the ability to communicate clearly and concisely (written and verbally) to a broad audience, at a number of levels, including SVP+

• Proven strong organizational skills and comfortable in operating in a dynamic, fast‐paced environment

• Proven ability to operate in ambiguous environments

• Demonstrated ability to collaborate among various businesses, balancing multiple partner needs to gain consensus to define and execute one mandate

• Proven ability to think strategically, excellent problem‐solving skills and decisively make recommendations in a timely manner

• Ability to see business processes through a client lens

• Highly self-motivated and self-disciplined leader

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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:
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.

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 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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

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
Your accessibility is important to us. Please let us know if you’d 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):

Sans Objet