JOB DESCRIPTION:

Position Overview: TDAM and TD Epoch provide investors in Canada, the United States and around the world with a full suite of equity solutions that covers the spectrum of styles, regions and capitalization. Client Portfolio Managers serve as investment team members dedicated to the needs of clients. The Lead of Equity Client Portfolio Management is a senior leadership role that serves as the voice of TDAM’s equity platform and encompasses both internal and external responsibilities. Reporting to the Head of Client Portfolio Management, the position serves as a central source of knowledge and expertise for the range of equity strategies across TDAM and TD Epoch. The position will be critical in establishing and executing initiatives that support franchise growth and client service excellence.
The role acts as a critical link between portfolio management, distribution, legal and compliance, risk, and marketing teams. Successful candidates will require exceptional listening skills and the ability to comprehend the needs of the distribution teams on behalf of their clients. This role requires profound knowledge of global equity markets, including the risks and drivers affecting global equity returns, a deep understanding of various investment models, and the investment needs of a broad spectrum of investors and distribution channels, including retail and institutional. Attention to detail, a passion for developing colleagues and strong organizational skills are essential.

QUALIFICATIONS/SKILLS/EXPERIENCE:

• CFA designation and/or Graduate Degree, along with a relevant undergraduate degree.
• Minimum of 10 years’ experience in capital markets (with at least 5 years in equities), preferably with experience viewing markets through a quantitative lens
• Proven experience leading high-performance teams within the investment industry
• Excellent communication and presentation skills, both verbal and written, with the ability to effectively convey complex solutions and influence stakeholders.
• Strong analytical and problem-solving skills
• Exceptional organizational skills, with the ability to manage multiple projects concurrently.
• Strong business acumen and demonstrated ability to propel business growth
• Proficiency in technology and its application in analytical and portfolio management settings
• Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.
• Ability to thrive in a fast-paced, time-sensitive, and dynamic team environment.
• Understanding of the needs across a broad range of client channels, including retail and institutional investors.
• Acumen in identifying process improvements and developing compelling value propositions for investment strategies.
  4 days in the office required

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.

• Lead a team of client portfolio managers, providing guidance and support to ensure high standards of quality and efficiency in the content delivered to clients and stakeholders.
• Act as a primary liaison between portfolio management and distribution teams/business development teams to identify opportunities and lead the delivery of investment insights to clients.
• Represent TDAM’s equity investment teams in client, consultant and advisor meetings
• Collaborate with distribution teams and equity heads to create strategies around the growth of equity franchises.
• Work as part of Client Portfolio Management leadership team on delivery of a best in class CPM operating model
• Represent TDAM’s guiding principles, processes, performance/attribution, and portfolio positioning to both internal and external stakeholders
• Serve as a representative of TDAM on topics related to financial markets and investment capabilities.
• Communicate TDAM’s competitive advantages effectively through client-facing activities, investment solution analysis, presentation design, and investment writing.
• Maintain comprehensive knowledge of the competitor landscape and keep distribution teams informed of industry trends.
• Collaborate with distribution, investment and product teams to identify trends and propose new strategies and products to internal and external stakeholders.
• Act as a subject matter expert in the creation of communication content.
• Provide updates on financial market performance, draft opinion pieces, maintain template presentation materials, and write quarterly portfolio commentaries.
• Collaborate with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content delivered to clients and stakeholders.