Manager, Managed Solutions

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**
- Part of the TD Bank Group, TD Wealth Private Wealth Management provides a comprehensive range of wealth management services to high-net-worth (investable assets of at least $750,000) individuals, families, and organizations with wide-ranging often-complex needs. Based on our commitment to discovering and achieving what truly matters to each client, TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs and that is based on TD's principles of transparency and trust. As part of our commitment to One TD, our team members collaborate closely with each other to deliver both the full spectrum of TD Wealth Private Wealth Management services - from private banking services, and estate and trust planning, to philanthropy, business succession and tax planning - and the best of the Bank to our clients.
- Managed Solutions are a critical tool in advancing TD Wealth's growth goals and strategies for Investment Management. Reporting to the Senior Manager, Managed Solutions the Manager, Managed Solutions, will work alongside a team of professionals within Investment Management Business Transformation & Enablement to support the day-to-day management, strategic development, and future-state evolution of managed platforms and programs at TD Private Wealth Management. Specifically, the Manager will be accountable for the following:

- Support the growth of scalable investment management practices by contributing to managed solutions strategic initiatives, generating insights, and identifying and implementing innovations that drive platform acquisition and capability enhancements
- Play a leading role in pain point identification, resolution, and issue management efforts to drive advisor and client experience, operational productivity, and other process and platform improvement opportunities
- Partner with Business Architecture, Technology, NEW, and external vendors to ensure our platforms provide user-valued scalable portfolio management and are continually updated in accordance with business, advisor, and client needs
- Contribute to platform and program-related data and analytics efforts, executive dashboard creation, KPI/OKR tracking, and research/competitive intelligence to inform strategy, and growth and enhancement initiatives
- Maintain internal team and advisor-facing product policies and procedures, and other materials as required, ensuring they are up-to-date, compliant with requirements, and audit-ready
- Develop executive and field presentation materials to communicate platform details including key metrics, features and functionality, performance, and other insights
- Support resolution of inbound platform/program inquiries from the field, collaborating with business partners and colleagues on the Managed Solutions team
- Demonstrate strong collaboration and foster proactive and productive relationships with Wealth partners, including channel and support partners in National Office, Operations, National Sales Office, etc.
- Participate fully and actively as a leader within the Managed Solutions team and contribute to a high-performing, inclusive, and caring team culture and working environment

**Job Requirements**

**Education/Accreditations**:

- University degree in business, finance or related discipline required; Master's degree or MBA considered an asset
- CSC and/or CFA designation preferred
- Other financial or securities licenses, registrations, or designations considered an asset

**Other Qualifications/Skills/Experience**
- 7+ years of relevant wealth management or investment industry experience (channel/distribution, finance, control partners, technology functions)
- Excellent financial acumen and understanding of financial markets and investment products
- Prior experience working with wealth products or dealing directly with advisors and distribution partners is considered an asset
- Prior experience working with investment and portfolio management platforms and software (e.g. Wealth 360, Croesus, etc.) is considered an asset
- Superior attention to detail, and problem-solving and analytical skills
- Exceptional communication (both written and verbal) and proficiency coordinating and partnering with various stakeholders
- Aptitude and ability to deal with issues at a high (strategy) level as well as at a detailed, hands-on level.
- Ability to work as both part of a team and independently to complete complex tasks

**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 recru

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