Institutional Wealth Associate - Client Growth & RFPs

TD; Vienna (VA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Total Rewards package

Career development programs

Job summary

TD Wealth seeks an Institutional Relationship Manager in Vienna, VA to serve complex Institutional client needs. You will partner with IRMs, IIAs, and OneTD teams to grow the Institutional business, respond to RFPs, and maintain client relationships while meeting compliance standards.

You will support front-line sales, account management and proposal development, collaborating across Marketing, Compliance and COIs to deliver high-quality materials and client outcomes.

Qualifications

• 4-year degree, MBA or other advanced degree preferred.
• 3+ years of Financial Services experience in a sales and service capacity (i.e. track record of high client satisfaction, client retention, and meeting sales goals) required.
• Active Securities Licenses: Series 7, 63 Required; 65 preferred or ability to obtain
• Consultative sales experience required
• Excellent communication skills, both verbal and written
• Proficiency in Microsoft Applications (PowerPoint, Excel, Word) as well as Adobe Pro
• Ability to multitask and manage competing priorities effectively
• Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
• Must have experience working within a high collaborative team environment

Responsibilities

• Maximizes client acquisition, growth and retention by demonstrating a commitment to customer-centric behavior and by ensuring every prospect, customer and OneTD partner has a legendary interaction with Institutional Wealth
• Seeks to increase wallet share by partnering with and supporting Institutional Relationship Managers (IRMs), Institutional Investment Advisors (IIAs), Specialty Practice SME, and Corporate Trust Advisors as to ascertain investment management and Corporate Trust needs of TD Wealth clients and prospects
• Focuses on retaining and expanding Institutional business by supporting the Nonprofit Specialty Practice SME, IIAs, and IRMs in business development efforts with OneTD partners (e.g., TD Commercial, TD Small Business, TD Securities, TD Cowen) and COIs
• Maintains a deep understanding of TD Wealth's Institutional offering, including Custody, Escrow, Investment Management, and Corporate Trust services to address client needs
• Learns the OCMS system and works with Compliance to ensure all internal and external presentations have an appropriate review and approval
• Coordinates complex requests from internal colleagues to expedite accurate responses for clients and COIs through fostering communication with sources of pertinent internal metrics and other information needed for proposals
• Becomes an expert at Institutional business development efforts in working with Retail and Commercial partners
• Coordinates with IRMs, IIAs, and OneTD partners to respond to RFPs and develop proposals or related presentation materials
• Meets proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval of proposals and presentation materials
• Maintains tracking data, coordinates with content contributors, and provides status information regarding outstanding proposals, client onboardings, and ad hoc projects
• Updates and retains a database of compliance reviewed proposal responses, leveraging this maintained database for scalability while also preparing quarterly statistics detailing the scale and scope of TD Wealth's Institutional offerings in a format that is easily understandable and can be presented to prospective clients
• Assists in the development and maintenance of a client reference list
• Prints, binds and arranges for delivery of proposal submissions
• Partners with the marketing team to develop a sales presentation for internal partners, external prospects, and COIs that delivers a clear and concise message
• Executes in a manner that is compliant with regulations, policies, and procedures
• Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (i.e. OCC, SEC, FINRA, etc.)
• Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
• Represents TD Wealth to the public in a professional manner
• Is involved in the community and supports TDBG charity and community initiatives
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
• Models quality service delivery at every interaction
• Leads and contributes to the ongoing improvement of the partner / Customer experience
• Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
• Participates fully as a member of the team and contribute to a positive work environment
• May provide leadership, training, and guidance to other team members
• Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
• Actively shares information and knowledge, and proactively learn from the expertise of other

Skills

Consultative sales

Client relationships

Strong communication

Multitasking

Team collaboration

Education

4-year degree, MBA or equivalent preferred

Financial services sales experience

Securities licenses (7,63 required; 65 preferred)

Tools

PowerPoint

Excel

Word

Adobe Pro

Job description

TD Wealth seeks an Institutional Relationship Manager in Vienna, VA to serve complex Institutional client needs. You will partner with IRMs, IIAs, and OneTD teams to grow the Institutional business, respond to RFPs, and maintain client relationships while meeting compliance standards.

You will support front-line sales, account management and proposal development, collaborating across Marketing, Compliance and COIs to deliver high-quality materials and client outcomes.