Client Outreach & Capabilities Strategy, Sr Manager

TD Bank•Mount Laurel, NJ

19h•Onsite

About The Position

The Retail Solutions Effectiveness team is accountable for defining and leading sales solutions design strategy across the retail bank. The team will be responsible for delivering an end-to-end sales journey and sales effectiveness strategy to optimize sales performance, drive consistency, and strengthen client relationships. Our work enables Retail colleagues to operate with clarity, confidence, and a customer first mindset. Our Sr. Manager role will develop & execute end-to-end client outreach strategy. The Senior Manager, Business Management oversees and leads a large and/or highly complex, and diverse business management function for an area of significant risk, complexity or scope usually involving medium to long term planning, ensuring an integrated approach with other business management areas, broader organization, and enterprise as appropriate.

Requirements

Undergraduate degree
10+ years relevant experience

Nice To Haves

Demonstrated experience developing and scaling client engagement, CRM, marketing, sales, or outreach strategies that drive business growth and client acquisition
Strong understanding of customer journeys and client experience across retail, digital, and omnichannel environments
Experience leveraging client data, segmentation methodologies, and prioritization frameworks to optimize engagement strategies and improve business outcomes
Familiarity with Salesforce and related CRM technologies, including experience supporting client management, sales enablement, or marketing initiatives
Proven ability to influence and partner with senior stakeholders, translating strategic objectives into actionable plans, roadmaps, and measurable results
Strong analytical and strategic thinking skills, with the ability to identify opportunities, evaluate performance metrics, and drive continuous improvement

Responsibilities

Develops, communicates and implements a holistic strategy for own specific business management function in support of and integrated with the overall business strategy
Oversees / leads / manages and plans a work activities that may require alignment across multiple areas
Leads the team in the development and/or integrated implementation of policies / processes / procedures / changes across multiple functional areas
Leads partner to management 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
Acts as a strategic partner by leading relationships with key enterprise partners and interfacing with respective leadership team to effectively manage own business management area and clarify scope of accountabilities while influencing and aligning others as needed
Ensures an integrated and aggregated view of all related activities across the overall function providing escalations, recommendations, and decision support to leadership.
Forecasts programs / initiatives and demand, and coordinate prioritization of the portfolio/ initiatives with key stakeholders
Provides functional / business level communications to ensure messages to stakeholders and/or employees are consistent, appropriate and aligned to business strategies and executive management direction
Ensures team adheres to enterprise frameworks and methodologies related to overall business management activities
Leads relationships with corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
Supports team in staying knowledgeable on 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 and business management where required
Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite
Identifies, mitigates and reports on risk issues per enterprise policy / guidelines and ensures appropriate escalation processes are followed
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).
Works closely with key business leaders to optimize TDBGs resources and leverage TDs operating model to maximize efficiency, effectiveness and scale
Leads or contributes to cross-functional / enterprise initiatives as an organizational or subject matter expert helping to identify risk / provide guidance for complex situations
May lead relevant governance meetings or committees and related deliverables / outcomes representing the business on governance and control issues
Manages oversight process, risk-based identification and monitoring of related risks and regulatory compliance across the supported functions, while ensuring key controls and processes are effectively managed
Oversees or leads the facilitation and/or implementation of action/remediation plans to address performance/risk/governance issues
Responsible for management of the overall team(s) providing both leadership and guidance
Sets targets and objectives for the team, and deliver results
Grows team expertise to align with enterprise demand and the Bank's direction; assess team skills and capabilities and continually looks for ways to provide and enhance the value delivered
Fosters an environment / culture that encourages productivity, innovation, process improvement, teamwork and a high level of professionalism
Co-ordinates necessary resources to ensure completion by deadlines
Provides coaching, development, succession, recruitment, resource management and overall team leadership for team members and provide regular input into team members assessment of performance and development plans
Prioritizes and manages own workload in order to deliver quality results and meet timelines
Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
Establishes effective relationships across multiple business and technology partners, program and project managers
Participates in knowledge transfer within the team and business units