PMP Implementation Specialist, Wealth Advice Solutions Implementation

Socket.dev; Ottawa; On-site; CAD 82,000 - 115,000; Full time

Job summary

TD Wealth seeks a Solutions Implementation (PMP) Specialist to support the Privately Managed Portfolios program within the Private Investment Advice channel. You will work with PM Implementation Specialists to advance the implementation strategy and partner with internal teams to drive platform enhancements.

Reporting to the Manager, Managed Solutions, the role emphasizes collaboration, guidance on modeling and portfolio management, and ongoing client experience improvements across advisory

Qualifications

• University degree in business, finance or related discipline
• CFA, CIM, and other financial designations considered an asset
• 7+ years of wealth management or investment industry experience

Responsibilities

• Support the growth of scalable investment management by contributing to strategic initiatives
• Act as a platform SME, delivering Croesus/CMS support and guidance
• Advise on best practices for client transitions to the PM platform
• Enable PM teams to scale and mitigate risk via modeling concepts
• Collaborate with Solutions Implementation, Wealth Investment Office and local leadership
• Develop and deliver remote and in-person trainings for advisory teams
• Handle inbound inquiries and escalate complex issues as needed
• Maintain PMP program roadmaps and audit-ready documentation

Skills

Discretionary Portfolio Management/Mod

Wealth Management Experience

Cross-Functional Collaboration

Portfolio Modeling

Financial Markets Knowledge

Education

University degree in business/finance

CFA/CIM or other designations asset

Tools

Croesus

W360

Envestnet

Job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Business Management, Strategy & Support

Pay Details:

$81,600 - $115,200 CAD

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:

The Solutions Implementation team is critical in advancing TD Wealth's growth goals and strategies for Investment Management. Reporting to the Manager, Managed Solutions, the successful candidate will work alongside a team of PM Implementation Specialists within Wealth Advice Solutions & Enablement to support and evolve the implementation strategy of the Privately Managed Portfolios Program within the Private Investment Advice Channel. Specifically, the PMP Implementation Specialist will be accountable for the following:

• 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

• Work in tandem with internal partners including Solutions Implementation, Wealth Investment Office, Practice Management and local field leadership to provide wholistic practice support aimed at creating scale, discipline and enhance client experience

• Develop and facilitate remote as well as in person presentations and training sessions to advisory teams, acting as a subject matter expert and assisting in skill and knowledge development for newly licensed PMs and competitive recruits

• Resolve inbound program/platform inquiries received from front office users, escalating complex issues to business and technology partners as required

• Assist in developing and maintaining discretionary program implementation roadmaps and action items

• Maintain expert knowledge of PMP Program related platforms, and lead the development of advisor-facing and internal team procedures, and other materials as required, ensuring they are up-to-date, compliant with requirements, and audit-ready (Implementation Guides, online resources, FAQs etc.)

• Play a leading role in pain point identification, resolution, and issue management efforts to drive advisor and client experience, operational productivity, and other process and platform improvement opportunities

• Participate fully and actively within the Solutions Implementation team and contribute to a high-performing, inclusive, and caring team culture and working environment

• The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise

Education/Accreditations:

• University degree in business, finance or related discipline required;

• CFA, CIM, and other financial designations and education considered an asset

Other Qualifications/Skills/Experience:

The successful candidate must have:

• Experience with Discretionary Portfolio Management/Modeling Tools

• Demonstrated breadth and depth of experience to influence highly independent and entrepreneurial employees as well as internal partners within Wealth to adopt, leverage and perfect use of technologies supporting the client experience.

• 7+ years of relevant wealth management or investment industry experience (channel/distribution, finance, risk and control, business architecture functions)

• Excellent financial acumen and understanding of financial markets and investment products

• Prior experience dealing directly with advisors and distribution partners is considered a strog asset

• Prior experience working with investment and portfolio management platforms and software (e.g. Croesus, W360, Envestnet etc.) is considered an asset

• Superior attention to detail, problem-solving, analytical, and strategy development skills

• Exceptional communication (both written and verbal) and proficiency coordinating and partnering with various stakeholders

• Aptitude and ability to deal with issues at a high (strategy) level as well as at a detailed, hands-on level.

• Ability to work as both part of a team and independently to complete complex tasks

• Ability to travel as needed to facilitate in person sessions

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):

Sans Objet