Investment Marketing Manager, Wealth Investment

3 weeks ago


Toronto, Canada TD Bank Full time

**Investment Marketing Manager, Wealth Investment Office**:

- 416051BR

**Job Category - Primary**
- Wealth Management

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

**Employment Type**
- Regular

**City**
- Toronto

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**Department Overview**
- The Wealth Investment Office (WIO) is committed to providing institutional-grade investment strategy, portfolio management and goals-based models and portfolios for advisors and their clients. We set the standard for investment strategy at TD Wealth empowering advisors and portfolio managers with the wisdom, knowledge and tools to execute a scalable and consistent approach for portfolio management across TD Bank Group’s Wealth Management division.
- WIO is also a marketing center driving a financial markets communication and engagement ecosystem that includes publishing compelling commentary and creating digital investment content. WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications, presentations, conferences and conference calls for advisors, prospects and clients.

**Job Details**
- As part of the WIO marketing team, you will facilitate the development and execution of marketing initiatives that support the overall business strategy. Your focus would include planning and executing thought leadership campaigns, events, new product launches, integrated marketing campaigns, and creating compelling collateral materials.
- Key responsibilities and duties include, but are not limited to:
- End-to-end campaign support including design, development, launch, and tracking of marketing effectiveness measurement and reporting
- Execute marketing plans, including operating and promotional calendars and programs, developing thought leadership, leading new product/service launches introductions and other marketing projects
- Manage conferences, events and sponsorships (annual conference, regional summits and roadshows)
- Analyze marketing campaign results and adjust strategies as necessary to achieve business objectives
- Work closely with the WIO team, including managers, analysts and writers, to publish and distribute investment commentary
- Create and maintain collateral to support the business's objectives and raise brand awareness. This includes creating pitchbooks, presentations, factsheets, whitepapers, brochures and videos
- Collaborate with various business partners, such as marketing, compliance, branding and external vendors to develop engaging marketing initiatives
- Partner with the WIO Investment Management and Investment Consulting teams to improve client management strategy
- Understand marketing materials currently available and assess how to leverage materials to avoid duplication and potentially improve processes across teams
- Participate fully as a member of the team, support a positive work environment that promotes strategic alignment to the business, quality, innovation and teamwork and ensure timely communication of challenges.

**Job Requirements**
- Undergraduate degree in marketing or related discipline
- 5+ years of related marketing experience
- Investment industry experience and/or knowledge of financial markets and investment/sales/marketing strategies
- Effective communications skills (written and verbal)
- Self-starter with ability to effectively work with various teams across the organization with multiple stakeholders and to influence and align others.
- Ability to manage multiple projects simultaneously in a fast-paced environment
- Creative, innovative, and highly organized
- Proficiency in:

- Adobe Creative Suite: InDesign, Illustrator, Photoshop
- PowerPoint (Develop and maintain presentations)
- MS Office suite: MS Word, Excel and Outlook (excellent formatting skills required)
- Bilingualism is an asset

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their



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