Senior Manager, Business Management, Private Trust

Senior Manager, Business Management, Private Trust

Senior Manager, Business Management, Private Trust

Apply remote type Hybrid locations Toronto, Ontario time type Full time posted on Posted 3 Days Ago time left to apply End Date: January 29, 2025 (10 days left to apply) job requisition id R_1392319

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD General

Pay Details: $108,800 - $163,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.

Job Description:

Department Overview:

TD Wealth takes a sophisticated and holistic approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Private Trust ("PT") builds dynamic and long-lasting relationships with high net worth clients. PT's highly integrated core team and other wealth partners work together as ONE TD to help clients build and protect their financial well-being over lifetimes.

Services and solutions provided by Private Trust include:

• Will and estate planning
• Financial care through TD Care Connect
• Power of Attorney, Guardianship, Committeeship
• Executor Services
• Trustee Services
• Investment Administration

Responsibilities:

• Reporting to the AVP, Private Trust and Specialized Planning, the Senior Manager, Business Management will be responsible for the day-to-day management of key activities required to manage the Private Trust business (both personal and institutional business).
• Accountability for product shelf including traditional PT services, trustee for third-party registered plans and ongoing evolution/development of product opportunities.
• Development of innovative delivery solutions (e.g. centralization, digitization and automation) to manage the service capacity related to PT strategies.
• Development of longer-term plans to grow revenues in the business, including enhancing the client and trust field experience.
• Liaison between National Office and Operations; supporting front office with operational elements.
• Financial oversight of the PT business including review and assessment of monthly financials.
• Keeping abreast of domestic and international competitive intelligence.
• Develop marketing and sales tools to support distribution.
• Manage key enterprise stakeholder relationships.
• Executive and field presentation development to communicate product management strategy.
• Responsible for overseeing social media results.
• Work on ad hoc projects as they arise.

Education/Accreditations:

• University degree in business or related discipline required, MBA would be an asset.
• TEP designation would be an asset.
• CIM, CPA or equivalent would be an asset.
• Other financial / investment registrations or designations would be an asset.

Qualifications/Skills/Experience:

• 10+ years' experience in the estate and trust industry; wealth management experience an asset.
• In-depth trust industry knowledge of incapacity and estate planning and administration.
• A track record of initiating enhancements and streamlining improvements.
• Collaborative problem-solver with exceptional critical-thinking skills.
• Excellent verbal and written communication skills.
• Process-oriented with attention to detail.
• Strong analytical/problem-solving skills.
• Comfortable in presenting/educating different groups about the Private Trust business.
• Demonstrated leadership skills.
• General knowledge of tax, accounting and investments is an asset.
• Experience managing a team is an asset.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development:
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

Training & Onboarding:
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process:
We’ll reach out to candidates of interest to schedule an interview.

Accommodation:
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers.

Language Requirement (Quebec only): Sans Objet

Our Values:
At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues.

Our Commitment to Diversity, Equity, and Inclusion:
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work.

Helping to Make an Impact in Communities – TD Ready Commitment:
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.