ACCOUNTABILITIES

Reporting to the VP, Executive Journey Product Owner, Advice Journey & Enablement, the Senior Manager, Business Integration role a requires a highly analytical, strategic problem solver, with a combination of strong P&L understanding / scenario planning, relationship management, and business acumen.

This role will be responsible for the following within Private Wealth Management:

• Owns integrated initiative planning and pan-PWM change calendar / field capacity planning.
• Consolidation of P&L management planning across PWM Strategy & Solutions.
• Identify trends, opportunities and potential challenges in the P&L and determine options to progress.
• Lead the relationship with Finance on medium term outlook and fiscal plan formation.
• Lead the relationship with Wealth National Office partners from Business Management and Strategy.
• Lead and support the planning of strategic initiatives across PWM.
• Prepare and delivery executive level presentations and reports.

The Senior Manager will build and lead a team of professionals and set the team’s direction based on strategic priorities and lead the team to deliver with excellence by:

• Setting a persuasive vision and inspire team to engage
• Setting ambitious goals and pursue innovate solutions to complex problems.
• Supporting employees in their personal and professional performance development through regular coaching and feedback.
• Creating and fostering a cohesive team and promote a positive work environment with open communication and the sharing of experiences and/or knowledge.
• Participate in Action Planning meetings for TD Pulse.

The Senior Manager will also work closely with partners across PWM (including PIA/PIC, PB, HNW Experience, PT, WAS, E&T), and engage with Financial Planning, Direct Investing, Wealth National Office, Finance, AI2 and Platform teams as needed.
This role will also require direct engagement with the SVP and Head of Private Wealth Management so the applicable candidate must possess executive level written and verbal communication skills.

REQUIRED EDUCATION AND/OR ACCREDITATION

• Undergraduate Degree in Business Administration or Commerce. MBA would be an asset.
• Previous experience in Private Wealth Management (Advice), Private Banking, and/or Product Management would be an asset.

REQUIRED CAPABILITIES

• Strong people leader with an ability to build relationships as well as negotiate, impact & influence others
• Strong business and financial acumen with exceptional analytical skills –ability to quickly absorb information on a variety of complex issues (financial and non‐financial) and provide insights on key issues and prepare presentations on findings
• Proven strong organizational skills and comfortable in operating in a dynamic, fast‐paced environment
• Demonstrated ability to collaborate among various businesses, balancing multiple partner needs to gain consensus to define and execute one mandate
• Strong communication skills, with the ability to communicate clearly and concisely (written and verbally) to a broad audience, at a number of levels, including SVP+
• Proven ability to think strategically, excellent problem‐solving skills and decisively make recommendations in a timely manner
• Ability to see business processes through a client lens
• Highly self-motivated and self-disciplined leader

WHO WE ARE:

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

• Owns integrated initiative planning and pan-PWM change calendar / field capacity planning.
• Consolidation of P&L management planning across PWM Strategy & Solutions.
• Identify trends, opportunities and potential challenges in the P&L and determine options to progress.
• Lead the relationship with Finance on medium term outlook and fiscal plan formation.
• Lead the relationship with Wealth National Office partners from Business Management and Strategy.
• Lead and support the planning of strategic initiatives across PWM.
• Prepare and delivery executive level presentations and reports