TD Epoch-Director/Senior Client Relationship Manager-NYC, NY

Description

A Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients.

They take an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS.

The Relationship Manager will also actively pursue new business development opportunities within a hybrid model approach.

The Director, Relationship Management is responsible for leading assigned client experience efforts and builds upon the firm’s reputation for excellence in investment management and client service.

This role advocates the client's best interest to TDGIS and serves clients as a trusted advisor on a broad range of asset management issues, representing the full range of TDGIS' asset management capabilities.

Additionally, this role builds market understanding of TDGIS as a provider of leading-edge investment solutions, resulting in an increase new business opportunities amongst the asset owner community.

Depth & Scope :

• Develops, maintains, and communicates a relationship management strategy framework
• Ascertain the client’s investment and servicing needs, strategy and priorities. From this, develop, agree upon and execute the client experience
• Conduct regular relationship reviews with client, both formal and informal
• Lead the client’s dedicated team of portfolio managers, client portfolio managers, client service manager, and when appropriate consultant developers in the overall service of the relationship
• Build strong relationships with field consultants gathering market intelligence and disseminating it back to the team
• Facilitate meetings of internal stakeholders to assess, strategize and assign accountability of tasks to complete requests
• Provide oversight of client initiated RFI and DDQ process
• Anticipates emerging customer trends as a basis for recommending products and services and expanding the business
• Highly sophisticated understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment
• Manages relationships that are characterized by significantly complex products and services provided and / or take a significant business development focus
• Solves unique problems with broad impact on the business segment and financials
• Impacts a range of sales achievement for largest accounts and relationships, and a significant part of one or more business lines
• Communicates complex ideas, anticipates potential objections and persuades customers; negotiates significant terms
• Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on a complex project or program
• Identifies and leads problem resolution for project / program complex requirements related issues at all levels

Education & Experience :

• 10 + years' experience in a relationship management and / or business development role with a proven record in cultivating relationships within the institutional and intermediary asset owner marketplace
• Undergraduate degree
• Preferred designations : CFA, CAIA, CIPM or MBA
• Knowledge of the asset owner marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors
• Preferred knowledge and / or interest in various asset classes, including public equities, alternatives, and fixed income
• A high-energy level and the ability to be focused and self-directed are essential
• Outstanding communication, presentation and consensus building skills required, in addition to proven leadership skills and project management experience
• Confident prospecting, lead generation and relationship management skills
• Capacity to function independently while providing appropriate and meaningful feedback and direction to senior management on issues / challenges
• Strong intellectual curiosity, business judgment, resource management and negotiation skills
• Up to date knowledge of relevant legislation
• Solid collaboration and performance in team atmosphere
• Demonstrated ability to manage multiple priorities simultaneously
• Strong attention to detail and follow through

Customer Accountabilities :

• Develops, maintains, and communicates a business development strategy within a hybrid framework
• Develops and implements new and innovative approaches to the sales process and advance the pipeline; provides expert advice internally and externally
• Serves as the primary investment contact for assigned prospects and / or intermediaries
• Facilitates meetings of internal stakeholders to assess, strategizes and assigns accountability of tasks to complete requests
• Works with Consultant Development Team to maintain / obtain (buy) strategy ratings for TDGIS
• Provides prospects, consultants and / or intermediaries with ongoing updates about the investment philosophy, process, and performance of specific strategies
• Provides oversight of RFP process

Shareholder Accountabilities :

• Develops / implements strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
• Plans and executes business development activities, reviews and communicates results, and adjusts tactics accordingly
• Promotes and offers full suite of products, sales, services
• Protects the interests of the organization identifies and manages risks, and escalates non-standard, elevated risk transactions / activities, as necessary
• Ensures documentation that is prepared / completed is accurate and reflects client / business intentions and is consistent with relevant rules / regulations
• Actively manages relationships within and across various business lines / corporate and / or control functions and ensures alignment with enterprise and / or regulatory requirements
• Ensures necessary due diligence to support the accuracy of all customer transactions / activities

Employee / Team Accountabilities :

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interest
• Provides thought leadership and / or industry knowledge for own area of expertise and participate in knowledge transfer within the global distribution team
• Keeps current on emerging trends / developments and grow knowledge of the business, related tools and techniques
• Keeps others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
• Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area / function and the bank, both internally and / or externally

Physical Requirements :

Never : 0%; Occasional : 1-33%; Frequent : 34-66%; Continuous : 67-100%

• Domestic Travel Occasional
• International Travel Never
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting / Carrying (under 25 lbs.) Occasional
• Lifting / Carrying (over 25 lbs.) Never
• Squatting Occasional
• Bending Occasional
• Kneeling Never
• Crawling Never
• Climbing Never
• Reaching overhead Never
• Reaching forward Occasional
• Pushing Never
• Pulling Never
• Twisting Never
• Concentrating for long periods of time Continuous
• Applying common sense to deal with problems involving standardized situations Continuous
• Reading, writing and comprehending instructions Continuous
• Adding, subtracting, multiplying and dividing Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

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.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.

Total Rewards at TD includes base salary and variable compensation / incentive awards (e.g., eligibility for cash and / or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at .

Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.