Assistant Wealth Market Manager - Markham, Canada - TD Bank

TD Bank

Verified Company

Markham, Canada

1 week ago

Posted by:

Sophia Lee

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TD Description
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Department Overview

Reporting to the Market Manager, the Assistant Market Manager is responsible for providing sales leadership, talent recruitment, effective partner relationships and the consistent delivery of a legendary client experience

Primary Businesses:
Private Banking, Private Trust, Wealth Advisory Services, Wealth Insurance Services

CUSTOMER:

Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
Ensure that all new clients receive an enhanced onboarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners
Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience
Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently
Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the centre
Prepare/develop agenda, and in the absence of the Market Manager lead center sales meetings
Partner effectively with the Retail branch network, Commercial Bank as well as other wealth management professionals to translate into potential leads and greater share of wallet

SHAREHOLDER:

Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals
Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets
Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
Coach and develop employees to proactively identify client product and services needs and to deliver on the business sales, advice strategies and individual goals
Ensure necessary due diligence to support the accuracy of all client transactions / activities
Protect the interests of the organization identify and manage risks, and escalate nonstandard, high risk transactions / activities as necessary
Lead relationships with business lines / corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE TEAM:

Lead a subset of highly qualified and collaborative team of professionals, which may include Senior Private Bankers and Associate Private Bankers.
Responsible for management of the overall team providing both leadership and guidance
Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
Colead a high performing team; provide ongoing feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
Contribute to the recruiting process and ensure a highly diverse, qualified workforce to achieve business objectives
Establish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
Act as a brand ambassador for the business area/function and the bank, both internally and/or externally

Job Requirements

BREADTH & DEPTH

Oversee a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
Requires expert process management knowledge and the risk profile for team processes supported
Lead teams with multiple points of internal and external