Associate Manager

2 weeks ago


Toronto, Canada TD Bank Full time

**TD Description**

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

**Department Overview**
- Private Wealth Management (PWM) is focused on the delivery of legendary client experiences to High-Net Worth clients through an integrated team of professionals across Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Insurance and Wealth Advisory Services.
- As a member of the PWM National Sales Office team, the Associate Manager, Insights & Reporting will manage the Scorecard for Private Banking Employees and manage the Scorecard and Compensation programs for Wealth Advisors.
- Scorecard Management:

- 1. Manage the scorecard adjustments and escalation adjudications for Wealth Advisors and Private Bankers.
- 2. Act as a liaison for reporting team to review monthly results, commentary and goal adjustments.
- 3. Act as Subject Matter Expert for reporting framework (Field, Leaders and Partners).
- 4. Lead the exception handling - compile and summarize exceptions requests for monthly Exception Committee meetings to support the committee lead.
- 5. Develop training and job aids on Intended Referral Scenarios - ensure the alignment to the current framework and sales process, support the delivery of contents on WA/MM/PB calls.
- Compensation Management:

- 1. Lead and manage the quarterly compensations to WA including QC, insights developments and acting as Finance liaison.
- 2. Liaise with Private Trust National Office to ensure correct FYF fee payout and submission to Finance.
- 3. Negotiation and communication of YE timelines (comp and adjustments) and act as Finance liaison.
- 4. Manage various programs and manage compensation claw-backs semi-annually.
- Strategic Initiatives & Business Planning:

- 1. Lead and manage Target setting for Wealth Advisors and Private Bankers - including reasonability testing, targets vs Plan, market opportunity review.
- 2. Continuously lead process improvements and establish new process for scorecard adjustments.
- 3. Ensure the successful implementation of Compensation and Scorecard redesign
- 4. Support Compensation and Scorecard redesign in reflection of the transition to upgraded models to promote desired behaviors.
- 5. Crosstrain coworker on all tasks related to scorecard and compensation to ensure business continuity.

**Job Requirements**- Undergraduate degree
- Graduate degree is an asset
- 3+ business analysis experience
- Strong analytical skills and comfort working with large amounts of data, information, and databased
- Strong proficiency in Microsoft Office with the ability to translate data into a meaningful and visual story
- Superior analytics and data presentation skills
- Self-starter, takes ownership and is results-oriented
- Creative problem solver who is solutions focused
- Ability to develop and manage relationships with multiple stakeholders - both internal and field facing
- Flexible team player who is able to quickly adapt to change
- Minimum 3 years' experience with requirements analysis
- Some financial services industry experience

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- General

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Ontario

**City (Primary)**
- Toronto

**Work Location**
- TD Centre - South - 79 Wellington Street West

**Job Expires**
- 16-Apr-2023



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