Associate Institutional Relationship Manager - Burlington, VT
About The Position
The Associate Institutional Relationship Manager (AIRM) serves as a high-touch client contact for clients in TD Wealth’s Institutional segment, addressing their unique and complex needs. The role partners with Institutional Relationship Managers, Institutional Investment Advisors, Captive Specialty Practice subject matter experts, Corporate Trust Advisors, and OneTD partners to support business development, respond to requests for proposals, and help grow the Institutional business. The AIRM retains and grows assigned client relationships and is accountable for exceeding client service expectations. The role provides day-to-day account management and oversight, supports account administration, coordinates complex client and partner requests, and develops materials for internal partners and external prospects. It also supports client reviews, account and reporting setup, compliance review of presentations, and modeling of Captive solutions.
Requirements
- Four-year degree.
- At least 3 years of Financial Services experience in a sales and service capacity, with a track record of high client satisfaction, client retention, and meeting sales goals.
- Active Series 7 and Series 63 securities licenses; must meet all Continuing Education requirements.
- Consultative sales experience.
- Understanding of wealth management business development techniques, products, services, and the overall industry.
- Understanding of Institutional client needs and products and services available to clients in the segment.
- Ability to establish relationships and partner effectively with departments across TD Wealth and TD Bank.
- Personalized customer service skills and the ability to serve a wide variety of clients at an exceptional level.
- Self-motivation and ability to work independently and collaboratively, keeping relevant individuals, including management, informed in a timely manner.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft PowerPoint, Excel, and Word.
- Ability to multitask and manage competing priorities effectively.
- Experience working in a highly collaborative team environment.
Nice To Haves
- MBA or another advanced degree.
- Active Series 65 license.
- ACI Captive designation.
Responsibilities
- Provide legendary, customer-centric service during client interactions to maximize retention and growth.
- Partner with Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice subject matter experts, and Corporate Trust Advisors to identify client investment needs, increase wallet share, and support securing new clients.
- Support business development with Captive Specialty Practice subject matter experts and Institutional Relationship Managers, including work with centers of influence and OneTD partners.
- Respond to requests for proposals and build a database of answers tailored to Captive needs.
- Develop a deep understanding of TD Private Client Group’s Institutional offerings, including Custody, Investment Management, Reg 114 Insurance trusts, and other trust services.
- Learn the CAP system with the Business Analyst and work with Compliance to ensure internal and external presentations receive appropriate review.
- Coordinate complex requests from Specialty Practice subject matter experts to provide accurate, timely responses to clients and centers of influence.
- Coordinate with clients, Clearwater analytics contacts, and operations to establish data feeds and reporting for clients requiring Clearwater bond amortization reporting.
- Support Specialty Practice subject matter experts working with Retail and Commercial partners, including opening operating accounts and coordinating back-office requirements for Letters of Credit and Collateral Trusts.
- Work with Client Services Advisors to establish a process ensuring every client receives an Annual Client Review meeting with an enhanced, needs-focused agenda.
- Partner with Marketing to develop concise sales presentations for internal partners and external prospects.
- Work with the Head of Credit Product Pricing & Profitability to model the impact of Captive solutions for Precision Lender calculations and decisions.
- Conduct business in compliance with applicable regulations, policies, and procedures, including federal, state, SRO, OCC, SEC, and FINRA requirements.
- Contribute individually and as a team member, and mentor Financial Advisors, to support strong performance, collaboration, and enthusiasm.
- Represent TD Wealth professionally to the public and participate in community and TDBG charity and community initiatives.
Benefits
- Base salary and variable compensation or incentive awards, including possible cash and/or equity incentive awards through an incentive plan.
- 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, training, mentoring programs, and access to an online learning platform.
- Reward and recognition.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
