Director, Investment Banking - Financial Institutions Group - Asset Management

TD • New York, NY

2d • $290,000 - $300,000 • Onsite

About The Position

The Director within TD Securities’ Financial Institutions Group will provide product and coverage expertise, transaction execution, and client relationship leadership, with a focus on supporting the Asset Management business. The role is responsible for originating new revenue and owning transaction execution across product areas, including M&A, Equity Capital Markets, Debt Capital Markets, and Leveraged Finance. It requires expert knowledge of the Asset Management sector and the ability to develop high-impact client deliverables and detailed financial analyses informed by sector dynamics.

The Director supports senior coverage team members during transaction execution, including deal structuring; cultivates relationships with senior client contacts; keeps senior coverage and product officers informed as transactions progress; and maintains confidentiality of client information. The position also encourages collaboration and innovation among team members, clients, internal stakeholders, and product partners, promotes a respectful workplace, and includes mentoring and developing junior colleagues. Candidates will be based in TD Securities’ New York office.

Requirements

• 7–10 years of related experience in the Financial Institutions sector.
• At least 4 years of experience working with Asset Management companies.
• Transaction experience leading financial advisory services, including M&A, equity, and debt financings for Asset Management companies.
• Demonstrated experience managing deal teams, including training and developing team members in industry trends, financial modeling, and transaction processes.
• Series 7, 79, and 63 registrations.
• Candidates must be based in the New York office.

Nice To Haves

• Undergraduate degree in Business (Accounting or Finance), Mathematics, or Economics.

Responsibilities

• Originate new revenue and own transaction execution across product areas, with a focus on M&A idea generation and execution.
• Act as a specialist in the Asset Management sector, demonstrating expert-level market and industry expertise.
• Develop and oversee high-impact client deliverables and detailed financial analyses informed by sector dynamics.
• Provide skilled support to senior coverage team members during transaction execution, including deal structuring.
• Cultivate and maintain relationships with clients at all levels, including CEOs, CFOs, Treasurers, and Assistant Treasurers.
• Foster collaboration and innovation across the team and with clients, internal stakeholders, and product partners.
• Maintain confidentiality of client information.
• Keep senior coverage and product officers informed as deals progress or issues arise.
• Promote respect for individual employees and adhere to Bank policies and guidelines.
• Participate in the development and mentorship of junior team members.

Benefits

• 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
• Reward and recognition
• Potential eligibility for cash and/or equity incentive awards through an incentive plan

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed