Client Outreach & Capabilities Strategy, Sr Manager

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

Job summary

TD Bank in Mount Laurel, New Jersey, is seeking a Senior Manager, Business Management within the Retail Solutions Effectiveness team. You will lead end-to-end client outreach strategies, partner with senior stakeholders, and drive sales growth through disciplined planning and process optimization.

This role focuses on strategic portfolio management, metrics-driven decision making, and cross-functional collaboration to deliver unified customer journeys across retail, digital, and omnichannel

Qualifications

• 10+ years relevant experience in business management or related field.
• Demonstrated experience developing and scaling client engagement, CRM, marketing, or outreach strategies.
• Strong understanding of customer journeys across retail, digital, and omnichannel environments.
• Experience leveraging client data and prioritization frameworks to optimize engagement.
• Familiarity with Salesforce and related CRM technologies.

Responsibilities

• Develops and implements a holistic strategy for own function aligned with overall business strategy.
• Leads and coordinates activities across multiple areas and teams.
• Drives policies, processes, and changes across functions.
• Partner with senior leadership to manage portfolio and financials; communicate insights and roadmaps.
• Forecasts programs and prioritizes initiatives with key stakeholders.

Skills

Client engagement

CRM strategies

Marketing strategies

Sales enablement

Stakeholder management

Education

Undergraduate degree

Tools

Salesforce

Job description

Work Location:

Mount Laurel, New Jersey, United States of America
Hours:
40
Pay Details:
$115,440 - $186,160 USD
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 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 scope
• Strategic 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 areas
• Facilitates 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 goals
• Focus on longer-range planning for functional area (e.g. 12 months or greater)

Education & Experience:

• Undergraduate degree
• 10+ years relevant experience
• Demonstrated 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 strategy
• Oversees / leads / manages and plans a work activities that may require alignment across multiple areas
• Leads the team in the development and/or integrated implementation of policies / processes / procedures / changes across multiple functional areas
• Leads 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 management
• Acts 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 needed
• Ensures 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 stakeholders
• Provides functional / business level communications to ensure