Senior Manager, Wealth Advisor Support & Internal Sales

TD Bank, N.A.; New York (NY); On-site; USD 115,000 - 186,000; Full time

Job summary

TD Bank, N.A. in New York, NY seeks a senior leader to run the advisor support organizations across high net worth, institutional, or mass affluent channels. You will oversee internal sales and operations, ensuring a high-quality client experience and scalable service delivery.

Responsibilities include managing onboarding, money movement, client communications, and compliance. A strong track record in people leadership, risk management, and collaboration across departments is required.

Qualifications

• Bachelor's degree required.
• Must hold Series 7, 63/65 or 66 and 24 licenses.
• Experience leading advisor support or operations in wealth management preferred.
• Strong focus on regulatory adherence and risk management.
• Proven ability to drive client experience and revenue growth.

Responsibilities

• Lead advisor support organizations across high net worth, institutional, or mass affluent channels.
• Oversee internal sales, service functions, onboarding, money movement, and client communications.
• Collaborate with products, operations, compliance, and data/analytics to train staff on processes.

Skills

People management

Leadership

Regulatory compliance

Client service

Cross-functional collaboration

Salesforce

Capacity planning software

Education

Bachelor's degree

Series 7/63/65/66 and 24 licenses

Tools

Salesforce

Capacity planning software

Job description

TD Bank, N.A. in New York, NY seeks a senior leader to run the advisor support organizations across high net worth, institutional, or mass affluent channels. You will oversee internal sales and operations, ensuring a high-quality client experience and scalable service delivery.

Responsibilities include managing onboarding, money movement, client communications, and compliance. A strong track record in people leadership, risk management, and collaboration across departments is required.