Vice President - Treasury Solutions - Financial Institutions, Global Transaction Banking, TD Securities

TD Bank • New York, NY

5d

About The Position

TD Securities ("TDS") is one of the world's leading wholesale banks with operations spread across 15 locations. TDS is a top two dealer in Canada with a growing US business and global execution capabilities and is a full-service provider of Global Markets and Corporate and Investment Banking products, including Global Transaction Banking ("GTB"), providing payments, liquidity, and working capital solutions across five product families and four client segments.

Client Segments: Product Families:
Corporates Financial Institutions
Non-Bank Financial Institutions Public Sector Payments
Receivables Deposit & Liquidity Solutions
Trade & Working Capital Solutions Digital, Data, and Analytics

GTB serves TDS clients, who are the largest and most sophisticated within the bank and possess a comprehensive and complex set of business needs. Transaction Banking is a technology-powered product set that is deeply ingrained into the financial and operating systems of clients. GTB partners closely with other TDS groups across Corporate & Investment Banking as well as Global Markets, serving all industry coverage areas. The transaction banking industry is evolving rapidly and GTB is a key growth area for TDS. This role will offer a front-row seat to transformation driven by technological innovation, regulatory changes, and evolving client needs.

Be Part of Change: Work on innovative solutions that redefine how our clients manage liquidity, payments, and trade finance in a fast-paced and global environment.

Gain Broad Exposure: Collaborate across teams, industries, and geographies, building a foundation in client service, risk management, and product strategy.

Make a Real Impact: Contribute to meaningful projects that solve critical challenges for our clients while shaping the future of banking.

GTB Financial Institutions ("FIs") provides Canadian payment clearing and settlement services to financial institutions globally who fall within our strategy and risk appetite. As an integral team member in FI coverage, you will have responsibility for managing product profitability, provide exceptional client servicing, act as first line of defense for risk and internal compliance, as well as support a broader TDS wide client relationship management mandate. Effective and impactful FI coverage means delivering a one-TD experience to our FI clients and prospects, developing cross-franchise partnerships. Internally within TDS, one-TD means working in close collaboration with partners in Debt Capital Markets (DCM), Fixed Income, Foreign Exchange and TD's Treasury and Balance Sheet Management (TBSM) to achieve strategic outcomes.

The Vice President will report to a Director in the Financial Institutions division in Global Transaction Banking. He/she will be dealing primarily with US Financial Institutions clients.

Requirements

• Undergraduate degree required
• 10+ years relevant work experience
• Professional working proficiency in English
• Strong business acumen and client Relationship Management skills
• Possess a team-oriented attitude and a high EQ
• Has strong inter-personal and communication skills
• Has keen interest to develop client relationships and grow franchise collaboration
• Demonstrates initiative, flexibility and commitment
• Effective organizational skills and flexibility for adapting to changing priorities
• Ability to work effectively in both independent and team environments
• Strong work ethic and commitment to business goals and high professional standards
• Sound knowledge of MS Office applications (Word/Excel/Access/PowerPoint)

Nice To Haves

• Knowledge of the technology and operations involved in wire payments, paper clearing and the Canadian Payments settlement system more broadly is an asset
• Prior experience in a Financial Institution coverage role with relevant product knowledge will be advantageous
• Industry experience and accreditations (CFA, CTP, etc.) are highly desirable
• Willingness to travel at least 30% of the time.

Responsibilities

• Financial Institutions Sales and Relationship Management for targeted clients.
• Meet and exceed revenue targets set out for the Americas region.
• Broaden client coverage to include prospect names aligned bank strategy.
• General understanding of wholesale banking products and synergy between different desks across Global Markets, and how they complement with GTB.
• Deepen existing client relationships to ensure additional touch points‎ at all appropriate levels.
• Cross-sell product offerings to core Financial Institution relationships across TD Securities.
• Prepare business analytic materials for existing clients/new business opportunities, working with the global Financial Institutions team (including business performance).
• Prepare new presentation materials, relationship matrix templates, pricing review exercise for core clients.
• Market research including competitor analysis.
• Track and manage key referral deals to other business product ‎partners.
• Perform KYC due diligence calling and support both TD and client KYC/AML requests for Financial Institution clients.
• Exposure to a wide variety of Global Transaction Banking products – primarily Correspondent Banking but also including Core Trade and Working Capital.
• In-depth understanding of the following Global Transaction Banking business will be as asset, in particular: Canadian Treasury and Commercial Payments, Continuous Linked Settlement, Deposit accounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level