JOB DESCRIPTION:

TD Securities ("TDS") is one of the world’s leading wholesale banks with operations spread across 15 locations. TDS is a top-two dealer in Canada with a growing US business and global execution capabilities and is a full service provider of capital markets and corporate and investment banking products.
Global Transaction Banking ("GTB") is comprised of four business lines: Treasury Solutions, Financial Institutions, Global Trade Finance and Export Agency Finance. Support functions include: Credit Structuring, Product Strategy and Innovation, Business Intelligence and Business Risk / Control.
GTB is a key growth business within TDS offering innovative solutions and treasury advisory services on large and complex liquidity, payments and trade needs. Over the last decade, we have seen unprecedented levels of innovation within our industry which GTB continually adapts to meet our client’s needs. GTB is highly integrated within TDS and TD Bank Financial Group and works in close partnership with Risk, Operations, Legal, GAML, and Treasury and Balance Sheet Management.
Treasury Solutions provides treasury management products to Canadian public companies and the subsidiaries of global multi-nationals. Treasury management consists of the collection, disbursement and management of money, and the related information technology required to implement this. Treasury Solutions provides the linkages between these large corporate clients and the global payments system, through a variety of technology-based products, supported by high caliber sales and execution personnel. Each client typically receives a bespoke solution that allows their systems to connect with those of TD, to facilitate money movement on an automated basis. We have teams throughout Canada and the U.S. and call on clients around the world.

JOB DESCRIPTION

We seek a self-motivated individual who can work in a fast-paced and high-impact business and that is committed to making a difference in the client’s experience with TD. We are looking for an individual with extensive experience originating new business from large corporate relationships to join an energized team that will deliver on Treasury Solutions & TDS’ strategic objectives.
The nature of this role is sales and relationship management and will work as a key member of the origination team to increase our client base, as well as drive revenue and profitability growth across the entire portfolio. The individual must demonstrate their business development experience from both existing and prospective clients.
This position is based in Calgary but will involve some travel within Canada and the US primarily.

The Director & Relationship Manager Treasury Solutions role will:

• Understand the overall TDS client origination strategy, particularly that of Corporate and Investment Banking
• Support activity to increase sales revenue by adding new clients and increasing the cross-sell rate of cash management products and services
• Maintain an active pipeline of prospective new business
• Lead client origination efforts, including annual client reviews, proposals and RFP’s
• Act as a subject matter expert on Treasury & Finance themes to position TDS and TREASURY SOLUTIONS as thought leaders to our clients
• Superior competence and experience to engage clients in conversation to understand and meet their current and future Cash Management needs by proactively providing them with advice/counsel on appropriate products and custom solutions
• Take ownership to resolve situations and recommend solutions
• Work closely with other product partners in TD Securities (U.S. and Canada) including: Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets, Global Precious Metals and Trade Finance to monetize cash management opportunities
• Identify holistic opportunities and refer clients to applicable TD businesses
• Will require travel to meet clients
• Plan and attend unique client industry and social events
• Attend various industry relevant Treasury and Finance conferences

JOB REQUIREMENTS

• 10+ years of experience in the financial services sector with an emphasis on Treasury and Cash Management Sales
• External designation such as Certified Treasury Professional (CTP) or CertICM preferred.
• Demonstrated success in an origination role focusing on a large corporate client base
• Motivated to achieve sales results and deliver strong contribution to profit
• Demonstrated ability to work well individually and as part of a team
• Self-starter with a positive attitude
• Client Focused: Highly detailed with a sense of responsibility and strong, positive focus on delivering value.
• Excellent written communication, organization and planning skills
• Commitment to ongoing education and thought leadership to continually evolve within role and remain at the forefront of client expectations
• Track record of delivering results with cross-functional teams including positive impact and influence skills.
• Strong interpersonal and communication skills, speak clearly, confidently and persuasively in positive or negative situations.
• Experience and understanding of Cash Management Services / Solutions used by complex / multi-national corporations
• Undergraduate or graduate degree, business training and/or intense intellectual curiosity
  

  LI-Hybrid

WHO WE ARE

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

• Understand the overall TDS client origination strategy, particularly that of Corporate and Investment Banking
• Support activity to increase sales revenue by adding new clients and increasing the cross-sell rate of cash management products and services
• Maintain an active pipeline of prospective new business
• Lead client origination efforts, including annual client reviews, proposals and RFP’s
• Act as a subject matter expert on Treasury & Finance themes to position TDS and TREASURY SOLUTIONS as thought leaders to our clients
• Superior competence and experience to engage clients in conversation to understand and meet their current and future Cash Management needs by proactively providing them with advice/counsel on appropriate products and custom solutions
• Take ownership to resolve situations and recommend solutions
• Work closely with other product partners in TD Securities (U.S. and Canada) including: Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets, Global Precious Metals and Trade Finance to monetize cash management opportunities
• Identify holistic opportunities and refer clients to applicable TD businesses
• Will require travel to meet clients
• Plan and attend unique client industry and social events
• Attend various industry relevant Treasury and Finance conference