Wealth Client Experience Leader

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

Job summary

TD Bank, N.A. in Marlton, New Jersey seeks a Wealth Client Support Supervisor to coordinate across wealth management functions, design efficient processes, and lead teams that support high net worth and other client segments.

You will hire and coach staff, ensure AML/ATF policy compliance, and drive a superior onboarding experience. This role emphasizes client-centric service, cross-functional collaboration, and ongoing process improvements to maximize client satisfaction and growth within the

Qualifications

• Associates degree and/or bachelor's degree with 7+ years of related experience
• Series 24 or 9/10, 7, 63/65 or 66 required
• Experience solving complex service issues

Responsibilities

• Coordinate communication with multiple wealth management areas to design processes and regulatory frameworks
• Hire, lead, and manage teams that support sales and service activities for various client segments
• Ensure compliance with AML/ATF policies and regulatory requirements across the team
• Provide coaching and role clarity for RM and IA tools and onboarding processes

Education

Associates degree and/or bachelor's degree

Job description

TD Bank, N.A. in Marlton, New Jersey seeks a Wealth Client Support Supervisor to coordinate across wealth management functions, design efficient processes, and lead teams that support high net worth and other client segments.

You will hire and coach staff, ensure AML/ATF policy compliance, and drive a superior onboarding experience. This role emphasizes client-centric service, cross-functional collaboration, and ongoing process improvements to maximize client satisfaction and growth within the