Wealth Management Branch Lead — Client Experience & Growth

Jobtailor; Aurora (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

TD Wealth is seeking a Branch Manager to supervise daily branch operations and coach staff to identify client needs and deliver wealth guidance. The role emphasizes compliance, inclusive leadership, and high-net-worth client service within a team-based framework.

You will drive recruitment, training, and performance management while collaborating on national initiatives and change management across the network.

Qualifications

• 5+ years of related people manager experience.
• Deep knowledge of Wealth Management, industry, and markets.
• Excellent people management, coaching, and stakeholder management experience.
• Strong process management knowledge and understanding of supported business and operational function areas.
• Excellent decision-making skills.
• Ability to effectively handle critical and/or high-risk issues.
• Post-secondary/university degree.
• Willingness to become licensed as an Investment Representative (IR) with CIRO within 6 months

Responsibilities

• Supervise and manage day-to-day operations of the branch
• Coach and develop employees to identify client product and service needs and deliver business sales, advice strategies, and individual goals
• Lead recruitment and selection for support staff hires
• Assist with training new branch support staff and coordinate ongoing training initiatives
• Promote a fair and inclusive environment supporting a diverse workforce
• Contribute to team performance objectives; track, monitor, address, and reward performance
• Participate in national, regional, and MCS conference calls
• Contribute to operational improvements and implement new policies and procedures
• Monitor client feedback and coach the team to prevent issues and improve client experience
• Provide leadership for national and branch projects and initiatives
• Lead change management initiatives with Branch Management
• Assist the support team with day-to-day problem resolution and escalations
• Ensure employees understand and comply with Bank and industry Codes of Conduct to minimize operational and regulatory risk
• Deliver exceptional service to high-net-worth clients through TD Wealth's integrated, team-based wealth services

Skills

People management

Wealth Management knowledge

Stakeholder management

Decision-making

Coaching

Process management

Education

Post-secondary/university degree

Job description

TD Wealth is seeking a Branch Manager to supervise daily branch operations and coach staff to identify client needs and deliver wealth guidance. The role emphasizes compliance, inclusive leadership, and high-net-worth client service within a team-based framework.

You will drive recruitment, training, and performance management while collaborating on national initiatives and change management across the network.