Manager, Strategy and Business Management, Private Banking Strategy and Solutions

Work Location:

Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

TD Private Banking (PB) serves the unique needs of High Net Worth and Ultra High Net Worth clients by offering a broad range of customized services to meet complex banking, deposit, and credit needs. Services are provided via different models and roles, specifically PB Full Serve, PB Direct, and Business Segment Bankers.

The PB Strategy and Solutions team is focused on delivering legendary client and employee experience, driving growth strategies, and overseeing business and risk operations associated with High Net Worth and Ultra High Net Worth segments. The focus is to support distribution partners, in the delivery of legendary client and colleague experiences.

Private Banking is a super growth business within Wealth and TD and on a multi-year growth and transformation journey to service HNW and UHNW clients across the Bank. Ultimately, the strategy will elevate our client and employee experience and meaningfully accelerate our achievement in the Private Wealth Management business growth aspiration.

Job Description:

Reporting to the Senior Manager, PB Operating Models, the Manager, Strategy and Business Management will work closely with the VP, Private Banking and the PB Strategy and Solutions Leadership Team in the development of the medium to long-term business strategy and execution of key strategic initiatives to support our goal to be the Private Bank of choice for HNW Canadian families.

The Manager will work closely with partners and leaders across Private Wealth Management and Wealth National Office, Region Heads, Market Managers as well as Product and Distribution partners across Canadian Personal Banking and Business Banking. This position requires a strategic thought leader who can solve problems, and drive positive changes through relationship management, impact and influence, business acumen and communication skills. Primary accountabilities of this role include but are not limited to the following:

• Support the development of strategic roadmap, annual business priorities and OKRs for the business.

• Report on progress against strategic objectives (BRS, Strategic Planning) and develop business management tools and processes to enhance ownership of outcomes within the business.

• Develop, communicate and implement a holistic strategy for own specific business management function in support of and integrated with the overall business strategy

• Provide day-to-day oversight of strategic outcomes, owning materials and collateral to support regular executive update meetings and progress, coordinating with stakeholders on upcoming deliverables, and proactively reporting status to Senior Leadership.

• Undertake and complete a variety of special projects and initiatives, often of a highly sensitive nature, often with minimal supervision.

• Conduct industry research to recommend best-in class service levels and relationship models for HNW clients

• Use data insights to develop business cases and conduct analysis to support new initiatives and recommendations

• Flawlessly operationalize solutions; developing and executing best in class Readiness Plans, including but not limited to: Communications, Training, Process and Procedures, Pilot and Rollout planning, and feedback cycles.

• Act as a strategic partner by leading relationships with key enterprise partners and interfacing with respective leadership teams to effectively manage own business management area and clarify scope of accountabilities while influencing and aligning others as needed

• Provide functional / business level communications to ensure messages to stakeholders and/or colleagues are consistent, appropriate and aligned to business strategies and executive management direction

• Lead relationships with corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements

Skills & Capabilities:

• You're a Strategic Thinker

  • Proven ability to think strategically, excellent problem?solving skills and decisively make recommendations in a timely manner.

  • Strong business acumen and analytical skills – ability to quickly absorb information on a variety of complex issues (financial and non?financial) and provide insights on key issues and determine business strategies.

• You Get Things Done

  • Self-starter, with the ability to deal with ambiguity and develop tactics to enable strategy.

  • Strong communicator, with the ability to synthesize complex analysis, findings and recommendations and drive action.

• You Build Strong Partnerships

  • Relationship builder with a proven ability to partner, build confidence and influence multiple stakeholders at all levels across the organization.

  • Proven skills in stakeholder management, ability to influence executives and manage relationships for successful outcomes.

• You're Flexible

  • Time management and organization skills? ability to effectively manage numerous and varied initiatives and projects.

  • Flexibility to quickly adapt to changing and ambiguous initiatives or requirements and ability to work collaboratively across functions.

• You're focused on Client and Colleague Experience

  • Operate with a client and colleague centric mindset. Able to frame problems and creatively design solutions to elevate the client and colleague experience.

  • Ability to understand outcomes and experience from the perspective of a HNW client, Advisor, Field Leader, and National Office strategic leader.

Job Requirements

• 7+ years of relevant experience in the financial services industry

• Undergraduate Degree in Business Administration or Commerce. MBA would be an asset.

• Strong presentation and facilitation skills and strong interpersonal and leadership skills to facilitate working with senior management at all levels

• Strong communications and project management experience

• Strategic, visual and critical long-term thinking –"Thought Leadership";

• Previous experience developing and executing strategies and delivering superior results in both the short and long term would be an asset.

• Demonstrated relationship building skills, with the ability to make things happen through use of positive influence

• Expertise in working effectively in teams – requires a track record of working cross-organizationally and with multiple stakeholders

• Able to deal with significant ambiguity and constantly changing circumstances

• Genuine curiosity for the Wealth business – the motivation to learn the different areas of Wealth and how they work together

• Previous experience in Personal Banking, Private Banking, Wealth Management and/or Product Management would be an asset.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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 a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):