Managing Director - Head, Insurance Corporate Banking, TD Securities

TD•New York, NY

4d•$350,000 - $400,000•Onsite

About The Position

The Managing Director Investment Banking TDS has responsibility to develop and maintain a portfolio of trusted advisor relationships at senior levels (CEO, CFO, Board) that leads mandates and repeat business. This role involves targeting clients and revenue opportunities, striking an appropriate balance between short and long-term revenue priorities. The individual will develop client-relevant transaction ideas by leveraging successful transaction expertise or generating new ideas, and effectively coordinate business origination teams to win lead-managed mandates. This position has primary client coverage responsibility and requires a senior level of product knowledge for a select group of clients in a specific industry or product. The role acts as lead on major deals/transactions with key clients, generating senior-level revenue. It also involves providing leadership and mentorship to the group, ensuring continuous development of industry knowledge and profile, and maintaining awareness of relevant regional activities/issues (e.g., municipal, provincial, economic, political). The Managing Director will set the overall strategy for the industry group, oversee execution on senior deals, and guide and develop more junior colleagues through training, mentorship, guidance, and leadership by example, helping them understand their role in the firm's success. Additionally, the role is responsible for establishing an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank, directing, training, and developing staff to enable them to meet challenges, department objectives, and achieve full potential.

Requirements

Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
Series 7, 79 and 63
7-10 years related experience
Working knowledge of applicable areas
Ability to provide guidance on all matters and respond to inquiries from business unit staff
Must be detail oriented and possess problem-solving skills
Must be able to work independently with minimal supervision and establish priorities
Proficient in interpersonal communication (both oral and written), and have the ability to communicate effectively with all levels of staff and management

Responsibilities

Develops and maintains a portfolio of trusted advisor relationships at senior levels (CEO, CFO, Board) that leads mandates and repeat business
Targets clients and revenue opportunities and strikes appropriate balance between short and long term revenue priorities
Develops client relevant transaction ideas by leveraging successful transaction expertise or generating new ideas
Effectively coordinates business origination teams to win lead-managed mandates
Has primary client coverage responsibility and senior level of product knowledge for a select group of clients in a specific industry or product
Acts as lead on major deals/transactions with key clients, and generates senior level of revenue
Provides leadership/mentorship to group and ensures continuous development of industry knowledge and profile
Maintains awareness of relevant regional activities/issues, e.g. municipal, provincial, economic, political, etc.
Sets overall strategy for industry group
Oversees execution on senior deals, generating senior levels of revenue
Guides and develops more junior colleagues through training, mentorship, guidance and leadership by example, and helps them to understand their role in the firms success
Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
Directs, trains and develops staff to enable them to meet challenges, department objectives and achieve full potential