VP - Global Research Business Management

Key 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
• Play a lead role in the development and execution of the Global Research AI strategy, including:
  • Identifying and prioritizing AI tools and use cases
  • Driving adoption of AI-enabled tools to enhance analyst productivity and client insights
  • 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
• Collaborate with Sales & Trading to integrate data products into client offerings and drive revenue growth
• Establish metrics to track product adoption, usage, and financial performance
• Help 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

Depth & Scope

• Leads and manages the Trader business management functional area and overall operation of a diverse group in an area of moderate risk, complexity or scope
• Ensures an integrated approach with other business management areas, broader organization, and enterprise as appropriate
• Deep knowledge and understanding of businesses / technology, and organizational practices/ disciplines
• Focuses on short to medium-term issues (e.g. 6-12 months)

Qualifications

• Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
• Series 7 and 6
• 7 years of related experience
• Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function / business
• Ability to provide guidance on Business Management matters and respond to inquiries from business unit staff
• Detail oriented and possesses problem-solving skills
• Able to work independently with minimal supervision and establish priorities
• Proficient in interpersonal communication (both oral and written), and have the ability to communicate effectively with all levels of staff and management

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