Associate Institutional Relationship Manager - Burlington, VT
Work Location
Burlington, Vermont, États-Unis d'Amérique
Hours
40 hours per week
Pay Details
$72,280 - $108,160 USD
Growth Opportunities and Skill Development
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.
Job Description
The Associate Institutional Relationship Manager (AIRM) is a high touch point of client contact accountable to serve the unique and complex needs of clients in the Institutional segment. The AIRM partners with other Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Captive Specialty Practice subject matter experts (SME) to grow the Institutional business through supporting business development efforts, responding Request-For-Proposals (RFP), and interfacing with OneTD partners. The AIRM is also responsible for retaining and growing assigned client relationships and is accountable for exceeding client's expectations for service. The AIRM is at the center of the Institutional model providing day-to-day account management and oversight, delivering excellent client service, supporting account administration, and developing materials with Specialty Practice SME and IRMs for OneTD partners and centers of influence.
Depth & Scope
Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
Partners with Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice SME, and Corporate Trust Advisors to ascertain investment needs of TD Wealth clients to increase wallet share and in support of securing new clients with potential investment needs
Focuses on retaining and growing Institutional business through supporting Captive Specialty Practice SME, and IRM in business development efforts with COIs and OneTD partners (e.g., TD Commercial, TD Small Business, TD Securities, TD Cowen)
Builds a database of answers specific to captive needs for RFP requests, which are a growth segment of the Captive process
Gains a deep understanding of TD Private Client Group's Institutional offering, including Custody, Investment Management, Reg 114 Insurance trusts, and other trust services to address client needs
Works with the Business Analyst to learn the CAP system and works with Compliance to ensure all internal and external presentations have an appropriate review
Coordinates complex requests from Specialty Practice SME to expedite accurate responses for clients and COIs
Works with the Client, Clearwater analytics contact, and operations to set up the data feed and reporting for the client that needs Clearwater bond amortization reporting
Becomes an expert at supporting Specialty Practice SMEs at working with Retail and Commercial partners, including opening operating accounts, learning back-office requirements to coordinate Letters of Credit and Collateral Trusts
Effectively implements a process with Client Services Advisors (CSAs) to ensure every client gets an Annual Client Review (ACR) meeting with an enhanced agenda focused on client's needs
Partners with the marketing team to develop a sales presentation for internal partners and external prospects that delivers a concise message
Works with the Head of Credit Product Pricing & Profitability to help model the impact of Captive solutions for Precision Lender calculations and decisions
Executes in a manner that is compliant with regulations, policies, and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (i.e. OCC, SEC, FINRA, etc)
Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
Contributes individually, as a team member and as a mentor to Financial Advisors, to ensure strong performance, collaboration, and enthusiasm
Represents TD Wealth to the public in a professional manner
Is involved in the community and supports TDBG charity and community initiatives
Education & Experience
4-year degree, MBA or other advanced degree preferred
3+ years of Financial Services experience in a sales and service capacity (i.e. track record of high client satisfaction, client retention, and meeting sales goals) required
Active Securities Licenses: Series 7, 63 Required; 65 preferred or ability to obtain
ACI Captive designation preferred
Consultative sales experience required
Ensures all Continuing Education requirements are attained
Understanding wealth management business development techniques, products, services, and overall industry
Understanding of Institutional client needs and products and services available to clients within the segment
Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank, America's Most Convenient Bank
Personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service
Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
Excellent communication skills, both verbal and written
Proficiency in Microsoft Applications (PowerPoint, Excel, Word)
Additional Information
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.