PMP Implementation Lead – Wealth Tech

TD Bank Group; Toronto; Hybrid; CAD 82,000 - 115,000; Full time

Job summary

TD Bank Group in Toronto is seeking an experienced PMP Implementation Specialist to support and evolve the Privately Managed Portfolios Program within the Private Investment Advice Channel. You will work with PM Implementation Specialists and Wealth teams to drive scalable portfolio management capabilities and advanced rebalancing support.

The role requires deep knowledge of discretionary portfolio management, Croesus platforms, and advisory processes, with a focus on client transitions and risk

Qualifications

• Experience with Discretionary Portfolio Management/Modeling Tools.
• 7+ years of relevant wealth management or investment industry experience.
• Excellent financial acumen and understanding of financial markets and investment products.

Responsibilities

• Support the growth of scalable investment management by contributing to strategic initiatives, identifying and implementing solutions that drive platform acquisition and capability enhancements
• Act as a trusted partner and platform subject matter expert, delivering advanced Croesus rebalancing and trading support as well as proactive, advanced consultative implementation guidance to discretionary teams
• Advise on best practices regarding client transition to the PM platform, Investment Policy Statement implementation and monitoring, model construction, exception management, block trading, quarterly review processes and day-to-day portfolio management activities
• Enable PM teams to attain scale mitigate risk within their practices by incorporating modeling concepts and in-depth Croesus application knowledge to influence scalable, disciplined portfolio management processes

Skills

Discretionary Portfolio Management/Mod

Education

University degree in business, finance or related discipline

CFA, CIM asset

Tools

Croesus

W360

Envestnet

Job description

TD Bank Group in Toronto is seeking an experienced PMP Implementation Specialist to support and evolve the Privately Managed Portfolios Program within the Private Investment Advice Channel. You will work with PM Implementation Specialists and Wealth teams to drive scalable portfolio management capabilities and advanced rebalancing support.

The role requires deep knowledge of discretionary portfolio management, Croesus platforms, and advisory processes, with a focus on client transitions and risk