Manager, Managed Solutions

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:

Managed Solutions play an important role within TD Private Wealth Management's investment management offering. Reporting to the Senior Manager, Managed Solutions the Manager, Managed Solutions, will work alongside a team of product, pricing, and support professionals responsible for strategy development, project planning, delivery, and change management, to drive growth and evolution of TD's managed account programs.

Role Accountabilities:

• Act as a leader and subject matter expert on discretionary and non-discretionary managed accounts, supporting acquisition and growth of scalable, process-driven investment management practices and efficient portfolio implementation
• Contribute to program strategy and management for TD Private Investment Advice (PIA) Unified Managed Accounts, Privately Managed Portfolios, and Strategic Managed Portfolios, including the strategic direction and oversight of investment solutions within these programs
• Formulate analysis and generate insights that identify opportunities to enhance and evolve managed account programs spanning technology capabilities, product offering, process efficiency, and marketing/support model
• Proactively engage with advisory practices, national office and operational teams, and technology delivery partners to manage and advance development roadmaps, ensuring solutions meet client, advisor, and business needs in a cost-effective and market-relevant manner
• Lead development of quantitative modelling, financial and data analysis, and competitive intelligence/industry insights monitoring to provide fact-based recommendations and business decision-support
• Support development and delivery of executive presentations to communicate program strategy, platform capability roadmaps, and business and industry insights
• Support resolution of inbound platform/program inquiries from the field, collaborating with business partners and colleagues on the Pricing & Managed Solutions team
• Demonstrate strong collaboration and foster proactive and productive relationships with Wealth partners, including channel and support partners in National Office, Operations, TDAM, etc.
• Participate fully and actively as a leader within the Managed Solutions team and contribute to a high-performing, inclusive, and caring culture and working environment
• The selected candidate will also be required to work on special projects and ad hoc tasks and initiatives as they arise

Qualifications & Experience:

• 5+ years of related wealth management or investment industry experience (portfolio management, channel/distribution, strategy and finance, business architecture functions)
• Undergraduate or post-graduate degree in business/commerce, finance or related discipline; CFA, CIM, or other financial designations or accreditations considered an asse
• Expert knowledge of financial markets and understanding of investment products and portfolio management practices
• Prior experience working with advisors, portfolio managers, product manufacturers, and distribution partners is considered an asset
• Prior experience working with portfolio management and trade management applications (e.g. Wealth360, Envestnet, Croesus, etc.) is considered an asset
• Strong attention to detail and structured thinking; ability to break down complex topics and consolidate granular information into concise and meaningful summaries
• Exceptional communication in writing and speaking, presentation development and delivery, and proficiency coordinating and partnering with various stakeholders to advance work

• Ability to manage multiple priorities at the same time, contributing as part of a team and independently to complete work items

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