Vice President, Relationship Manager - TD Asset Management

TD Bank

1d•Onsite

About The Position

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a North American investment manager offering investment solutions to institutional and individual investors. Its Advisor Distribution division manages client relationships and promotes mutual funds, ETFs, and SMAs through a sales and service team. Reporting to the Director, Internal Distribution, the Vice President, Relationship Manager manages relationships and sells TD Asset Management strategies within a TD Private Wealth Management territory. The role is responsible for growing and managing the assigned territory, building relationships with advisors and portfolio managers, and helping increase business while delivering a seamless client experience. It also leads and mentors territory Relationship Managers and Business Development Managers.

Requirements

University degree.
Seven or more years of industry sales experience.
In-depth knowledge of the asset management and wealth management industries.
Effective presentation and communication skills.
Strong interest in capital markets.
Ability to excel in a sales environment.
Willingness to travel.

Nice To Haves

Industry accreditations such as CFA, CIM, CFP, or FCSI.

Responsibilities

Grow and manage an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers.
Lead and mentor territory Relationship Managers and Business Development Managers.
Provide industry intelligence, business strategy, and investment counsel as a business partner.
Draft and implement a comprehensive business plan.
Create a segmentation model to ensure excellent customer service.
Develop new business and increase share of wallet within the region.
Collaborate with internal partners to maximize distribution effectiveness and provide a seamless client experience.
Become a specialized resource on TD platforms, products, and processes.
Plan and execute sales activities to attract, retain, and acquire clients.
Meet activity targets.
Keep abreast of emerging issues, trends, and regulatory requirements, and assess their potential impacts.
Uphold corporate and industry sales practices.
Assess and manage co-op marketing opportunities from business and National Instrument 81-105 perspectives, taking ownership of the co-op process from start to finish through written communication with Investment Advisors.