Business Management Specialist (US) – Post Trade Operations

TD • New York, NY

23h • Onsite

About The Position

The Business Management Specialist, EPOCH manages a diverse portfolio of business management activities for complex or high risk functional area(s), and implement policies / processes and/or initiatives to meet business management, strategy and governance objectives. Interfaces regularly with management in the delivery of work activities. This candidate will provide support for numerous functions in the New York office of the TDAM Operations Group. This position reports to TD Asset Management's Head of US Operations. Depth & Scope: Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members Scopes of role may have enterprise impact Focuses on short to medium - term issues (e.g. 6-12 months) Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise Oversees and/or independently performs tasks from end to end

Requirements

• Undergraduate degree
• 7+years relevant experience

Nice To Haves

• Portfolio Administration
• Account Reconciliations: monitor daily reconciliation feeds and perform daily & monthly reconciliations for several Institutional and Sub-Advisory accounts
• Monitor & Post daily cash flows for mutual funds/sub-advised accounts
• Knowledge of corporate action events
• Monthly reporting deliverables as well as ad-hoc deliverables upon request
• Understanding the trade life cycle from execution through settlement
• General understanding of account onboarding/offboarding
• New security setup
• Undergraduate degree
• 5+years relevant experience

Responsibilities

• Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy
• Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas
• Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas
• Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation
• Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.)
• Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management
• Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing and aligning others as needed
• Adheres to enterprise frameworks and methodologies that relate to business management activities for own area
• Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank
• Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required
• Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite
• Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets).
• Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
• Leads relevant governance meetings or committees and related deliverables / outcomes
• Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues
• Provides thought leadership and/or industry knowledge for own area of expertise
• Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Identifies and recommend opportunities to enhance productivity, effectiveness and operational efficiency
• Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services
• Participates in knowledge transfer within the team and business units

Benefits

• 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.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level