Client Outreach & Capabilities Strategy, Sr Manager

TD; Mount Laurel Township (NJ); On-site; USD 115,000 - 186,000; Full time

Job summary

TD is hiring a Senior Manager in Mount Laurel, NJ to lead the Retail Solutions Effectiveness team. You will shape end-to-end client outreach, optimize sales journeys, and partner with executive leadership on portfolio and financials. The role requires strong CRM and analytics experience across retail and omnichannel environments.

You will mentor teams, set direction, and drive strategic initiatives with enterprise partners while aligning risk and governance with TD's operating model.

Qualifications

• Undergraduate degree and 10+ years relevant experience.
• Experience scaling client engagement, CRM, marketing, or outreach to drive growth.
• Strong understanding of customer journeys across retail, digital, and omnichannel environments.
• Experience leveraging client data and segmentation to optimize engagement.
• Familiarity with Salesforce and related CRM technologies.
• Proven ability to influence senior stakeholders and translate objectives into actionable roadmaps and measurable results.

Responsibilities

• Develops, communicates and implements holistic strategy for own business management function in support of the overall business strategy.
• Leads cross-functional activities and ensures alignment across multiple areas.
• Drives policy/process changes across functional areas with executive sponsorship.
• Partners with leadership to manage portfolio, budgets, and performance metrics.
• Provides clear communication to stakeholders and escalates risks as needed.

Skills

CRM strategy

Client engagement

Sales enablement

Sales strategy

Customer journeys

Salesforce familiarity

Stakeholder influence

Analytical thinking

Education

Undergraduate degree

Tools

Salesforce

Job description

Work Location:Mount Laurel, New Jersey, United States of AmericaHours:40Pay Details:$115,440 - $186,160 USDTD 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.Line of Business:Business Management, Strategy & SupportJob Description:The Retail Solutions Effectiveness team is accountable for defining and leading sales solutions design strategy across the retail bank. The team will be responsible for delivering an end-to-end sales journey and sales effectiveness strategy to optimize sales performance, drive consistency, and strengthen client relationships. Our work enables Retail colleagues to operate with clarity, confidence, and a customer first mindset. Our Sr. Manager role will develop & execute end-to-end client outreach strategy.The Senior Manager, Business Management oversees and leads a large and/or highly complex, and diverse business management function for an area of significant risk, complexity or scope usually involving medium to long term planning, ensuring an integrated approach with other business management areas, broader organization, and enterprise as appropriate.Depth & Scope:Oversees and leads a large and/or highly complex, and diverse business management function for an area of significant risk, complexity or scopeStrategic partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing and anticipating emerging trends and; identifying operational efficiencies and opportunities with other business management / enterprise areasFacilitates key strategic discussions and provide thought leadership to executive audience (output may include strategic roadmap and/or deliverables/ frameworks/ short to long term goals etc.)Sets operational team direction and collaborate with others to execute on common goalsFocus on longer-range planning for functional area (e.g. 12 months or greater)Education & Experience:Undergraduate degree10+ years relevant experienceDemonstrated experience developing and scaling client engagement, CRM, marketing, sales, or outreach strategies that drive business growth and client acquisition (Preferred)Strong understanding of customer journeys and client experience across retail, digital, and omnichannel environments (Preferred)Experience leveraging client data, segmentation methodologies, and prioritization frameworks to optimize engagement strategies and improve business outcomes (Preferred)Familiarity with Salesforce and related CRM technologies, including experience supporting client management, sales enablement, or marketing initiatives (Preferred)Proven ability to influence and partner with senior stakeholders, translating strategic objectives into actionable plans, roadmaps, and measurable results (Preferred)Strong analytical and strategic thinking skills, with the ability to identify opportunities, evaluate performance metrics, and drive continuous improvement (Preferred)Customer Accountabilities:Develops, communicates and implements a holistic strategy for own specific business management function in support of and integrated with the overall business strategyOversees / leads / manages and plans a work activities that may require alignment across multiple areasLeads the team in the development and/or integrated implementation of policies / processes / procedures / changes across multiple functional areasLeads partner to management and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior managementActs as a strategic partner by leading relationships with key enterprise partners and interfacing with respective leadership team to effectively manage own business management area and clarify scope of accountabilities while influencing and aligning others as neededEnsures an integrated and aggregated view of all related activities across the overall function providing escalations, recommendations, and decision support to leadership.Forecasts programs / initiatives and demand, and coordinate prioritization of the portfolio/ initiatives with key stakeholdersProvides functional / business level communications to ensure messages to stakeholders and/or employees are consistent, appropriate and aligned to business strategies and executive management directionShareholder Accountabilities:Ensures team adheres to enterprise frameworks and methodologies related to overall business management activitiesLeads relationships with corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirementsSupports team in staying knowledgeable on emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the BankAssesses / identifies key issues and escalate to appropriate levels and relevant stakeholders and business management where requiredMaintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetiteIdentifies, mitigates and reports on risk issues per enterprise policy / guidelines and ensures appropriate escalation processes are followedEnsures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets).Works closely with key business leaders to optimize TDBGs resources and leverage TDs operating model to maximize efficiency, effectiveness and scaleLeads or contributes to cross-functional / enterprise initiatives as an organizational or subject matter expert helping to identify risk / provide guidance for complex situationsMay lead relevant governance meetings or committees and related deliverables / outcomes representing the business on governance and control issuesManages oversight process, risk-based identification and monitoring of related risks and regulatory compliance across the supported functions, while ensuring key controls and processes are effectively managedOversees or leads the facilitation and/or implementation of action/remediation plans to address performance/risk/governance issuesEmployee/Team Accountabilities:Responsible for management of the overall team(s) providing both leadership and guidanceSets targets and objectives for the team, and deliver resultsGrows team expertise to align with enterprise demand and the Bank's direction; assess team skills and capabilities and continually looks for ways to provide and enhance the value deliveredFosters an environment / culture that encourages productivity, innovation, process improvement, teamwork and a high level of professionalismCo-ordinates necessary resources to ensure completion by deadlinesProvides coaching, development, succession, recruitment, resource management and overall team leadership for team members and provide regular input into team members assessment of performance and development plansPrioritizes and manages own workload in order to deliver quality results and meet timelinesSupports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interestIdentifies and recommends opportunities to enhance productivity, effectiveness and operational efficiencyEstablishes effective relationships across multiple business and technology partners, program and project managersParticipates in knowledge transfer within the team and business unitsPhysical Requirements:Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%Domestic Travel – OccasionalInternational Travel – NeverPerforming sedentary work – ContinuousPerforming multiple tasks – ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds – OccasionalSitting – ContinuousStanding – OccasionalWalking – OccasionalMoving safely in confined spaces – OccasionalLifting/Carrying (under 25 lbs.) – OccasionalLifting/Carrying (over 25 lbs.) – NeverSquatting – OccasionalBending – OccasionalKneeling – NeverCrawling – NeverClimbing – NeverReaching overhead – NeverReaching forward – OccasionalPushing – NeverPulling – NeverTwisting – NeverConcentrating for long periods of time – ContinuousApplying common sense to deal with problems involving standardized situations – ContinuousReading, writing and comprehending instructions – ContinuousAdding, subtracting, multiplying and dividing – ContinuousThe 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 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 PackageOur 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. Learn moreAdditional 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 DevelopmentIf 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 & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview ProcessWe’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.AccommodationTD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [e-mail] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.