Financial Services Market Manager III
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About The Position
The Financial Services Market Manager III (FSMM) champions the sale of Mass Affluent products including insurance, annuities, and investments, as well as referrals to TD Wealth and TD Ameritrade for booked assets throughout the retail store network. This job is responsible for implementing financial marketing plans and programs that create opportunities for partners, managers and business development executives to acquire new clients and expand business with existing clients. Key objectives of this job include overseeing the efforts of the Financial Service Representatives (FSRs) in an assigned market/territory from a licensing, training, product offering knowledge, ramp-up, Mass Affluent sales, TD Wealth referrals, and TD Ameritrade referrals perspective. The more senior level roles are responsible for managing the function and FSMMs, establishing marketing plans and budgets, and building positive relationships with Retail bank senior leadership, Wealth, and TD Ameritrade management.
