Manager, Wealth Advice Pricing - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

422121BR

Wealth Management

Toronto, ON

November 2, 2023

Hours

37

Workplace Model

Hybrid

Pay Details

Department Overview

Wealth Advice Pricing is part of the dynamic Wealth Advice Solutions & Enablement (WASE) team within Wealth Advice Strategy and Solutions.

We are responsible for Investment Platforms, Technology, Operations and Digital Enablement for PIA, PIC and FP, ensuring alignment with business strategy, profitable management of key flagship products, and exceptional client and wealth advisor experiences.

To deliver a best-in-class investment solutions platform, we focus on product & pricing strategy, development, and management; ongoing advisor / product / pricing / process optimization; P&L management; and distribution support.

Job Details

We are hiring for the position of Manager, Wealth Advice Pricing, to formulate and execute pricing strategy for the Wealth Advice lines of business.

Reporting to the Senior Manager, Wealth Advice Pricing, accountabilities of the Manager role include:

Providing thought leadership of TD Wealth's futurestate pricing strategy and capabilities in close collaboration with the lines of business in Wealth Advice
Harmonizing fee structures across channels to optimize and simplify
Leading new pricing change proposals as a business lead, including overall ownership of business cases, business requirement gathering and change management
Standardizing and streamlining fee schedules, discounting frameworks, and pricing exception processes
Exploring profit and loss (P&L) analysis of Wealth Advice platforms & products, including development and communication of product/platform analytics, revenue and expense forecasts, key metrics, and leakage
In collaboration with key partners, driving revenue growth through clientcentric strategies built on deep consumer insights, data analysis, and differentiated value propositions
Anticipating evolving regulatory requirements, monitoring competitive industry trends and innovations in comparable global markets, and championing Wealth Advice's priorities
Developing frameworks to better understand detailedlevel allocation of revenue, compensation, and expenses
Ensuring policies and procedures are accurate and up to date

Job Requirements

Strategic and analytical skills to unlock and capture business value
Wealth and Investment management knowledge or experience with expertise in Wealth management platform and offerings and in advicechannel pricing models and analytics
Excellent relationship management and communication skills and comfort working with crossfunctional teams, colleagues, partners, and stakeholders
Prioritization and time management skills with the ability to work independently and responsively in a changing and ambiguous environment
Strong organizational skills and attention to detail
Commitment to continuous learning and being a team player
Driven to find creative solutions to complex problems
Experience using data and analytics to support decisionmaking

Additional Information

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them