Strategic Growth Lead for Retail Brokerage Markets
6 days ago
Job Overview
We are seeking a highly strategic and experienced professional to drive business growth in the retail brokerage market, with a particular focus on new-to-investing and long-term investor segments. The ideal candidate will have a proven track record of developing strategies that cater to different customer segments, especially novice investors and long-term users.
About the Role
The successful candidate will be responsible for driving business growth through the development and execution of strategies focused on growing and serving both new investors and long-term, experienced investors. This includes conducting in-depth research on competitors, market dynamics, and customer behavior to identify opportunities for revenue growth and expansion into new markets.
Main Responsibilities
Thought Leadership: Develop and execute strategies to grow and serve both new investors and long-term, experienced investors.Customer Insights & Market Segmentation: Conduct research on competitors, market dynamics, and customer behavior to identify opportunities for revenue growth and expansion.Growth & Revenue Optimization: Identify strategic opportunities to grow revenue and expand our market presence by creating products and services tailored to new investors entering the market, as well as to long-term investors seeking more advanced tools and features.Cross-Functional Collaboration: Partner with product management, marketing, distribution, and finance teams to ensure that initiatives for new and long-term investors are aligned with broader business strategies and KPIs.Market & Competitive Intelligence: Keep current on industry trends, competitor offerings, and regulatory changes to identify new opportunities and challenges that impact both novice and seasoned retail investors.Performance Monitoring & Adjustment: Partner with data science and analytics teams to track the performance of strategies targeting new and long-term investors through relevant KPIs such as customer acquisition, retention rates, portfolio growth, and engagement metrics.Requirements
Education: Bachelor's degree in business, finance, economics, mathematics or related field.Experience: 7+ years of experience, with progressively increasing level of responsibility that span strategy, product, or business development roles within the retail brokerage, fintech, or financial services sectors.Segment and Industry Expertise: Proven track record of developing strategies that cater to different customer segments, especially new-to-investing and long-term users.Financial Acumen and Data Skills: Proficiency in financial analysis, business modeling, and understanding of key performance indicators (KPIs) specific to retail brokerage.Collaboration & Influence: Ability to influence decisions through effective verbal and written communication, logical reasoning, and the presentation of alternatives.Regulatory Knowledge: Familiarity with the regulatory landscape affecting retail investing.Total Rewards Package
We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience, plus a comprehensive benefits package, including health and wellness programs, retirement savings plans, and career development opportunities.
About TD Bank
The Toronto-Dominion Bank (TD) is one of the world's leading global financial institutions, committed to delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world.
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