Director - Global Research Business Management

About the role

The Director - Global Research Business Management at TD Securities is responsible for driving strategic initiatives across Global Research, focusing on AI technology enablement, data productization, and client strategy.

Responsibilities

• Serve as the business lead for core Global Research technology platforms, including AI and CRM tools and analytics platforms
• Act as the primary liaison with Technology teams within TD Securities and TD Bank to define requirements, prioritize enhancements, and influence product roadmaps
• Optimize Global Research workflows with an emphasis on AI tools and efficiency
• Lead the development and execution of the Global Research AI strategy, including identifying and prioritizing AI tools and use cases, enhancing analyst productivity and client insights, and partnering with Technology and Vendor Management to onboard and implement scalable AI vendor solutions
• Help lead the development and execution of strategies to commercialize and scale Research data assets, identify and package high-value datasets into structured, marketable products, collaborate with Legal and Compliance to ensure appropriate use and distribution of data, and integrate data products into client offerings and drive revenue growth
• Establish metrics to track product adoption, usage, and financial performance
• Develop and execute the Global Research client strategy, including segmentation, targeting, and coverage models, analyze client behavior and engagement trends to inform strategic decisions, deliver management reporting on client engagement, performance metrics, and competitive positioning
• Oversee the development and execution of strategic planning for unit, oversee program and project level forecasting and tracking, direct the communication of financial policies and procedures, manage monthly forecasting and client chargeback process, oversee the annual budget process, manage the headcount / resource process, and lead and oversee the end-to-end delivery of requirements throughout the lifecycle of large scale/complex projects or programs requiring a cohesive approach to broad business solutions with full traceability to realize project benefits
• Provide advisory support, leadership direction and guidance to assigned Business Analyst resources, stakeholders an executives of the projects and/or program across multiple Lines of Business (LoB)

Qualifications

• Bachelor’s degree or progressive work experience in addition to 7+ years of related experience
• Strong project management skills
• Strong leadership, interpersonal and relationship-building skills are required
• Excellent analytical skills
• Excellent Microsoft Office skills in particular Excel
• Presentation skills required
• Strong team player and who can work in cross-organization situations
• Highly effective written and oral communication skills; excellent organizational skills

Preferred Qualifications

• Specific experience in Global Research operations, workflows, and distribution models
• Experience in technology platform management, AI strategy, data strategy, or client/coverage strategy
• Proven ability to lead cross-functional initiatives and influence senior stakeholders
• Strong analytical, problem-solving, project management, and communication skills
• Ability to work in a fast-paced environment and to maintain an owner's mentality