Director - Global Research Business Management

TD•New York, NY

5d•Onsite

About The Position

Reporting to the Head of Business Management for Global Research, the Director - Global Research Business Management at TD Securities is responsible for driving strategic initiatives across Global Research, with a particular focus on AI technology enablement, data productization, and client strategy. The successful candidate will act as a key partner to Global Research, Technology, and Sales teams to enhance tech platform capabilities and usage in workflow, unlock the value of proprietary data assets, own strategy for client data access and monetization, and strengthen client engagement across the franchise through implementation of more systematic approaches to analytics and tracking. The Director Trading Business Management TDS is responsible for the planning, direction, and coordination of trading operations within The Bank. This position is also responsible for overseeing the development of policies and procedures.

Requirements

Bachelors degree or progressive work experience in addition to experience below
7+ Years of related experience
Strong project management skills
Strong leadership, interpersonal and relationship-building skills are required
Excellent analytical skills
Excellent Microsoft Office skills in particular Excel
Presentation skills required
Strong team player and who can work in cross-organization situations
Highly effective written and oral communication skills; excellent organizational skills

Nice To Haves

Specific experience in Global Research operations, workflows, and distribution models is a plus
Experience in technology platform management, AI strategy, data strategy, or client/coverage strategy
Proven ability to lead cross-functional initiatives and influence senior stakeholders
Strong analytical, problem-solving, project management, and communication skills
Ability to work in a fast-paced environment and to maintain an owner's mentality

Responsibilities

Serve as the business lead for core Global Research technology platforms, including AI and CRM tools and analytics platforms
Act as the primary liaison with Technology teams within TD Securities and TD Bank to define requirements, prioritize enhancements, and influence product roadmaps
Drive optimization of Global Research workflows with an emphasis on AI tools and efficiency
Play a lead role in the development and execution of the Global Research AI strategy, including: Identifying and prioritizing AI tools and use cases, Driving adoption of AI-enabled tools to enhance analyst productivity and client insights, Partnering with Technology and Vendor Management to onboard and implement scalable AI vendor solutions
Help lead the development and execution of strategies to commercialize and scale Research data assets
Identify and package high-value datasets into structured, marketable products
Partner with Legal and Compliance to ensure appropriate use and distribution of data
Collaborate with Sales & Trading to integrate data products into client offerings and drive revenue growth
Establish metrics to track product adoption, usage, and financial performance
Help develop and execute the Global Research client strategy, including segmentation, targeting, and coverage models
Develop enhanced tools and tracking to leverage broker vote data and drive performance in client broker vote rankings
Analyze client behavior and engagement trends to inform strategic decisions
Deliver management reporting on client engagement, performance metrics, and competitive positioning
Oversees the development and execution of strategic planning for unit
Oversees program and project level forecasting and tracking
Directs the communication of financial policies and procedures
Manages monthly forecasting and client chargeback process
Oversees the annual budget process
Manages the headcount / resource process
Leads and oversees the end-to-end delivery of requirements throughout the lifecycle of large scale/complex projects or programs requiring a cohesive approach to broad business solutions with full traceability to realize project benefits
Provides advisory support, leadership direction and guidance to assigned Business Analyst resources, stakeholders an executives of the projects and/or program across multiple Lines of Business (LoB)