Senior Manager, Wealth Strategy

at  TD Bank

TD DESCRIPTION

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JOB DESCRIPTION

The Senior Manager of Wealth Strategy is a key leadership and a highly visible position accountable for pan-wealth business strategy development, supporting potential business ventures, and informing on-going projects through a deep understanding of competitive trends and practices to sustain the business’ competitive advantage.

Furthermore, the role:

• Provides strategic advice to the Operating Committee through thought leadership, effective analysis and articulation of the pan-wealth strategy
• Leads the annual strategy planning process and analytical assessments to inform the process with appropriate recommendations
• Informs business investments prioritization that will position the business for future growth
• Provides forward-thinking insights related to potential changes and disruption impacting value proposition across the business
• Lead research and financial analysis on companies and industry trends, leveraging both internal and external sources of information
• Interpret results, generate insights, and prepare presentation to effectively distill complex concepts into clear findings and recommendations for senior executives
• Establishes relationships and collaborates with stakeholders across the Bank taking into consideration competing priorities and organizational sensitivities
• Represents the team both internally across the organization and externally
• Successfully leads multi-dimensional and large team-based projects
• Mentors and develops manager-level staf f

JOB REQUIREMENTS

• MBA or other Masters level degree preferred
• CPA and/or CFA qualification would be an asset
• 10+ years of business or strategy experience
• Direct Wealth industry experience would be an asset
• Knowledge of wealth/asset management industry would be an asset
• Knowledge of financial modelling tools and techniques and/or statistical method
• Comfort in leading multiple tasks and working to meet tight timelinesGood understanding of the Bank’s financial drivers and structure

SKILLS

• Strong analytically-anchored problem-solving skills, with a solid background working with data, conducting analysis, interpreting results and writing reports/presentations
• Superior communication skills, both verbal and written
• Conceptual and strategic thinker
• Ability to interact effectively with senior leaders across the enterprise demonstrating superior judgement
• Tactical thinker and leader with respect to solution development and implementation
• Ability to work with pace and manage multiple time-sensitive and competing priorities

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.

• Provides strategic advice to the Operating Committee through thought leadership, effective analysis and articulation of the pan-wealth strategy
• Leads the annual strategy planning process and analytical assessments to inform the process with appropriate recommendations
• Informs business investments prioritization that will position the business for future growth
• Provides forward-thinking insights related to potential changes and disruption impacting value proposition across the business
• Lead research and financial analysis on companies and industry trends, leveraging both internal and external sources of information
• Interpret results, generate insights, and prepare presentation to effectively distill complex concepts into clear findings and recommendations for senior executives
• Establishes relationships and collaborates with stakeholders across the Bank taking into consideration competing priorities and organizational sensitivities
• Represents the team both internally across the organization and externally
• Successfully leads multi-dimensional and large team-based projects
• Mentors and develops manager-level staf