Opportunity Description
Lead transformative strategies with TD in Toronto, Ontario as a Senior Manager in Wealth Management. Drive adoption of managed solutions and enhance portfolio management across the business.
In this pivotal role, you will report to the AVP of Solutions Implementation, focusing on implementing effective managed solutions. Collaborate with advisors, field leaders, and internal partners, ensuring the delivery of client outcomes and scalable growth. Your expertise will influence the adoption of portfolio management strategies, enhancing execution quality and consistency in advisory workflows.
Key Responsibilities:
• Lead consulting efforts for effective managed solutions adoption
• Identify improvement opportunities for portfolio management
• Act as a subject matter expert in managed solutions programs
• Champion a positive advisor and client experience
• Use analytics to pinpoint engagement opportunities
Requirements:
• 10+ years in wealth management experience<...
In this pivotal role, you will report to the AVP of Solutions Implementation, focusing on implementing effective managed solutions. Collaborate with advisors, field leaders, and internal partners, ensuring the delivery of client outcomes and scalable growth. Your expertise will influence the adoption of portfolio management strategies, enhancing execution quality and consistency in advisory workflows.
Key Responsibilities:
• Lead consulting efforts for effective managed solutions adoption
• Identify improvement opportunities for portfolio management
• Act as a subject matter expert in managed solutions programs
• Champion a positive advisor and client experience
• Use analytics to pinpoint engagement opportunities
Requirements:
• 10+ years in wealth management experience<...
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