Wealth Client Experience Lead

TD; Marlton (NJ); On-site; USD 91,000 - 136,000; Full time

Benefits offered by this job

Health benefits

Retirement programs

Paid time off

Banking benefits

Career development

Recognition

Job summary

TD Wealth is seeking a Wealth Client Support Supervisor in Marlton, NJ. This role leads a team supporting high net worth and other client segments, coordinating cross-functional efforts to design efficient processes within regulatory requirements.

The supervisor recruits, trains, and manages staff, and drives improvements in service delivery and client onboarding to maximize retention and growth. The position emphasizes governance, risk awareness, and collaboration with distribution, operations,

Qualifications

• Assumes people-management responsibilities and performance coaching.
• Deep knowledge of wealth management products and regulatory requirements.
• Experience solving complex service issues in financial services.
• Demonstrated organizational and time-management skills.

Responsibilities

• Coordinate communication across wealth management areas to design and implement processes within regulatory requirements.
• Hire, lead, and manage teams supporting sales and service activities for high net worth and other clients.
• Identify control gaps and regulatory changes and implement process improvements.
• Supervise escalated cases and provide coaching for RM and IA tools usage.
• Ensure onboarding and client profiling are completed for new clients and maintain legendary client service.

Skills

People management

Regulatory compliance

Wealth management knowledge

Leadership

Education

Associates degree and/or bachelor’s degree

Job description

TD Wealth is seeking a Wealth Client Support Supervisor in Marlton, NJ. This role leads a team supporting high net worth and other client segments, coordinating cross-functional efforts to design efficient processes within regulatory requirements.

The supervisor recruits, trains, and manages staff, and drives improvements in service delivery and client onboarding to maximize retention and growth. The position emphasizes governance, risk awareness, and collaboration with distribution, operations,