VP, Private Wealth Relationship Leader

TD; United States; Remote; USD 68,000 - 97,000; Full time

Job summary

TD Asset Management (TDAM) is seeking a Vice President, Relationship Manager to oversee relationship management and sales of TDAM strategies within a TD Private Wealth Management territory. This role reports to the Director, Internal Distribution and focuses on growing a high-potential client base.

Key responsibilities include mentoring a team of Relationship Managers, developing business plans, and collaborating with internal partners to maximize distribution and client experience.

Qualifications

• University Degree required.
• Preference given to CFA/CIM/CFP/FCSI accreditations.

Responsibilities

• Grow and manage an assigned TD Private Investment Counsel and Private Investment Advice advisor/PM territory.
• Lead and mentor Territory Relationship Managers and Business Development Managers.
• Develop business plans and segmentation models to improve service and share of wallet.
• Plan and execute sales activities to attract, retain and acquire clients.
• Ensure compliance with NI 81-105 and co-op marketing processes.

Skills

Presentation skills

Communication skills

Sales excellence

Travel willingness

Education

University Degree

Industry accreditations (CFA CIM CFP FCSI)

Job description

TD Asset Management (TDAM) is seeking a Vice President, Relationship Manager to oversee relationship management and sales of TDAM strategies within a TD Private Wealth Management territory. This role reports to the Director, Internal Distribution and focuses on growing a high-potential client base.

Key responsibilities include mentoring a team of Relationship Managers, developing business plans, and collaborating with internal partners to maximize distribution and client experience.