Assistant Wealth Market Manager

2 weeks ago

Markham, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**
- Reporting to the Market Manager, the Assistant Market Manager is responsible for providing sales leadership, talent recruitment, effective partner relationships and the consistent delivery of a legendary client experience. Primary Businesses: Private Banking, Private Trust, Wealth Advisory Services, Wealth Insurance Services.**CUSTOMER**:

- Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
- Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners
- Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience
- Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently
- Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the centre
- Prepare/develop agenda, and in the absence of the Market Manager lead center sales meetings
- Partner effectively with the Retail branch network, Commercial Bank as well as other wealth management professionals to translate into potential leads and greater share of wallet

**SHAREHOLDER**:

- Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals
- Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets
- Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
- Coach and develop employees to proactively identify client product and services needs and to deliver on the business sales, advice strategies and individual goals
- Ensure necessary due diligence to support the accuracy of all client transactions / activities
- Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Lead relationships with business lines / corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
- Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

**EMPLOYEE TEAM**:

- Lead a subset of highly qualified and collaborative team of professionals, which may include Senior Private Bankers and Associate Private Bankers.
- Responsible for management of the overall team providing both leadership and guidance
- Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
- Co-lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
- Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
- Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
- Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
- Contribute to the recruiting process and ensure a highly diverse, qualified workforce to achieve business objectives
- Establish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
- Act as a brand ambassador for the business area/function and the bank, both internally and/or externally

**Job Requirements**

**BREADTH & DEPTH**
- Oversee a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
- Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
- Requires expert process management knowledge and the risk profile for team processes supported
- Lead teams with multiple points of internal and external

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