Wealth Lending Specialist — HNW Client & Loan Growth

TD; New York (NY); On-site; USD 73,784,000 - 118,914,000; Full time

Job summary

TD Wealth seeks a Senior Lending Advisor adjunct to the Sr. Wealth Lending Advisor in New York. You will be a high-touch contact for clients and external advisors, facilitating lending opportunities, onboarding, and ongoing relationship management in securities-based and custom lending for high-net-worth clients.

You will partner with Sr. Wealth Lending Advisors, Wealth Lending Advisors, RMs, IAs, and 3rd party advisors to drive loan book growth while ensuring compliance and superior client

Qualifications

• 4-year degree preferred with 3+ years in client support or lending.
• Registration Series 7 encouraged but not required.
• Strong understanding of high-net-worth client needs and banking products.

Responsibilities

• Support 20-40 new securities-based loan originations monthly.
• Assist in loan modifications, pricing, underwriting, and closing processes.
• Coordinate margin call remediation and client communications.
• Serve as a first point of contact for escalations to ensure client satisfaction.

Skills

Client relationships

Sales support

Financial services

Communication

Regulatory knowledge

Microsoft Office

Education

Bachelor's degree

Series 7 encouraged

Understanding of HNW clients

Consultative sales experience

Team collaboration across TD Wealth

Tools

CRM systems

Job description

TD Wealth seeks a Senior Lending Advisor adjunct to the Sr. Wealth Lending Advisor in New York. You will be a high-touch contact for clients and external advisors, facilitating lending opportunities, onboarding, and ongoing relationship management in securities-based and custom lending for high-net-worth clients.

You will partner with Sr. Wealth Lending Advisors, Wealth Lending Advisors, RMs, IAs, and 3rd party advisors to drive loan book growth while ensuring compliance and superior client