Vice president of client relationships at td
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In this senior position within TD Wealth, you will engage with TD Private Investment Counsel and investment advisors while leading and mentoring a dedicated team. The expectations include growing your assigned territory by leveraging industry intelligence, drafting business plans, and executing sales strategies that enhance client experience and service excellence.
Key Responsibilities:
• Manage and grow a territory of investment advisors
• Lead and mentor Relationship Managers and Business Development teams
• Provide strategic investment counsel to clients
• Design and implement effective business plans
• Collaborate with internal partners for seamless client interactions
Requirements:
• Bachelor's degree; industry certifications preferred (CFA, CIM, etc.)
• 7+ years in industry sales experience
• Strong knowledge of asset and wealth management
• Excellent communication and presentation skills
• Passion for capital markets and sales environment
This role is your opportunity to influence client engagement and drive TD's investment strategies.
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