Job title: Wealth Segment Strategy – Business Owner Segment

Company: TD

Job description: Company Overview

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Department Overview

TD has a bold ambition to be the bank of choice for Business Owners in Canada.
To win and reach our vision, we must deliver exceptional experiences to our clients, our advisors and our internal and external partners.
The Wealth Segment Strategy team is responsible for developing, implementing and sustaining client segment programs to build awareness, accelerate acquisition and deepen client relationships.
This team will actively work to strengthen the strategic and tactical alignment between core businesses including TDCT, TD Wealth, TD Business Banking and TD Insurance and core partners including Marketing, Digital and Phone.
Success for Wealth Segment Strategy will be measured along a number of metrics:

• Increasing Share of Wallet and Market Share at a segment and business level
• Increasing core households, AUA and NAIT for TD Wealth
• Deepening client relationships across TD Wealth and the Enterprise

Enhancing Client Experience scores

Job Description

As a member of the Wealth Segment Strategy team, this role reports to the AVP, Wealth Segment Strategy.

This role provides strong exposure to senior leaders across the enterprise.

Primary responsibilities include:

• Lead the Business Owner Segment Strategy for TD Wealth
• Develop, lead and implement Strategic Initiatives across TD Wealth, partnering across all LOBs and more broadly across the enterprise to win with Business Owners
• E2E client journey mapping
• Leading business development opportunities through sponsorships, partnerships and affinity marketing
• Build awareness internally and externally though partnering with marketing and communications.
• Defining distribution requirements and provide ongoing support and leadership to ensure success.
• Relationship management of key partners and executives across wealth and the enterprise.
• Demonstrate a strong understanding and visible passion for the Wealth Management client strategy and how it will contribute to a long-term sustainable advantage for TD.
• Develop and deliver a variety tools and tactics to support the delivery of the Strategy.
• Be a passionate advocate for the client experience. Drive a client centric proposition.
• Contrast internal and external research to draw meaningful insights. Communicate findings to business partners and leadership teams throughout the enterprise
• Have a strong understanding of Wealth Management businesses and core strategies and tactics to deliver growth.
• Stay current on Wealth and partner strategies and initiatives to ensure consistency in enhancing our Brand & Experience
• Be a thought leader for the wealth segment strategy and Business Owners

Requirements

• Excellent Project Management skills with demonstrated ability to manage multiple responsibilities and timelines on a variety of projects and initiatives
• Relationship management of key partners and executives across wealth and the enterprise.
• Strong knowledge and experience of TD Wealths processes, products and practices.
• Demonstrated ability to think and act strategically
• Ability to interact and communicate with individuals at all levels of the organization; able to clearly articulate and partake in positive and constructive discussions
• Strong knowledge of TD Wealth businesses and good understanding of the competitive Wealth environment in Canada.
• Demonstrated leadership skills with a superior ability to make things happen through the use of impact and influence, negotiation and collaboration among multiple and diverse business partners
• The ability to create implementation plans with partners, and follow through on strong execution with proven track record of delivering results and executing with excellence
• Experience in process mapping, re-engineering and driving productivity and efficiency enhancements into the business.
• History of collaboration with our business partners including Business Architecture, Technology, Marketing, Communications, Digital and Finance
• Excellent analytical skills with superior data analysis skills
• Strong skills with Microsoft Office tools (Excel, PowerPoint and Word)
• Excellent written, verbal and presentation skills
• Strong impact and influencing capabilities, a collaborative style, good understanding of business objectives, and strong self-motivation.
• 5+ years TD Wealth experience an asset with proven commitment to improving the customer experience.
• MBA or equivalent seen as an asset.

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Expected salary:

Location: Toronto, ON

Job date: Fri, 24 Sep 2021 22:41:36 GMT

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