Business Development Manager, Private Client Advice

TD•Toronto, ON

11d•Onsite

About The Position

This role is responsible for building and managing a strong pipeline of high-net-worth client opportunities through internal and external partnerships. The focus is on relationship development and pipeline generation, not direct sales or client servicing. Success in this role comes from creating consistent, high-quality referral opportunities for the PCA team.

Requirements

Proven experience in business development, partnerships, or relationship-driven roles
Strong ability to build and maintain relationships across internal teams and external partners
Experience generating leads or building a pipeline through partnerships or networks
Strong communication skills with the ability to influence and engage partners
Ability to manage multiple relationships and priorities effectively
Strong judgment and ability to identify high-value opportunities
Ability and willingness to travel as needed to support business objectives

Nice To Haves

Experience in insurance or financial services
Experience working with high-net-worth clients or segments
Existing network within professional or business communities
OTL license

Responsibilities

Build and manage relationships with key TD partners, including TD Wealth and other internal teams
Develop and maintain external partnerships with professionals and organizations that can generate high-value referrals
Create and sustain a pipeline of qualified opportunities for the PCA sales team
Act as the primary point of contact for partners, ensuring strong engagement and ongoing collaboration
Identify opportunities to expand referral sources and strengthen existing partnerships
Work closely with PCA sales teams to ensure smooth handoff and visibility of opportunities
Represent PCA in partner meetings, events, and community engagements
Maintain awareness of market trends and opportunities within the high-net-worth space