Private Client Relationship Mgr II - TD Bank : Job Details

Work Location: New York, New York, tats-Unis d'Amrique

Hours: 40

Line of Business: Gestion de patrimoine TD

Pay Detail: $119,600 - $178,880 USD

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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Job Description:

The Private Client Relationship Manager II (RM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients expectations for asset accumulation, preservation and growth. The Private Client Relationship Manager II is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses. In so doing, the Private Client Relationship Manager II must focus on maximizing clients satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds.

Depth & Scope:

• Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
• Ensures all NEW clients receive the complete onboarding experience
• May work with more complex clients
• Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience
• Effectively implement a process with CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the clients overall wealth needs
• Serves as the primary point of contact for TD Wealth client relationships
• Implements and executes a differentiated service model/experience for HNW clients
• Meets quarterly and annual referral goals for investments and trust business
• Deepens wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions
• Maximizes profitability, while ensuring the client receives an exceptional client experience
• Leverages and coordinates specialists to provide interdisciplinary expertise for our most complex clients
• Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners
• Executes in a manner that is compliant with regulations, policies and procedures
• Adheres to all federal, state, SRO regulations and Firm policies related to all business activities
• Ensures all Continuing Education requirements are attained
• Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures
• Responsible for implementing TDs Customer Identification Program (CIP)
• Transitions lower threshold clients to appropriate Wealth Partners, as needed
• Responsible for fostering and contributing to a positive and constructive work environment
• Provides guidance to junior staff
• Represents TD Wealth to the general public in a professional manner
• May lead activities of unit, assigning, prioritizing and monitoring work
• Provides technical guidance and assists staff with most complex aspects of work as necessary

Education & Experience:

• 4-year degree highly preferred
• Advanced degree or MBA preferred
• Preferred a minimum of 10 years financial services experience in a production capacity required
• Valid Series 7, 63 + 65 or 66
• Valid and active Life & Health insurance licenses
• Certified Financial Planner (CFP), preferred
• Strong understanding of private banking business development techniques
• Advanced understanding and experience with commercial banking relationships
• Consultative sales experience required
• Proven ability to establish relationships and partner effectively with other departments
• Strong market presence with wide network of outside referral sources for new business
• High level of personalized customer service skills
• Strong credit and financial analysis skills
• Self-motivated, able to work independently, as well as part of a team
• Organized self-starter with ability to work independently
• Refined negotiation skills
• Excellent communication skills, both verbal and written
• Membership in civic and professional organizations required upon on-boarding
• Must have experience working within a highly collaborative team environment
• Criminal and financial background investigation is required

Customer Accountabilities:

• Understands and supports the Bank's Customer Service Strategy
• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers
• Models quality service delivery at every interaction
• Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities:

• Be engaged in advancing and sustaining a unique, inclusive culture
• Participates fully as a member of the team
• May provide leadership, training, and guidance to other team members
• Ensures ongoing communication with the team on the status / progress of projects
• Actively shares information and knowledge

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients. We help clients meet their needs today and prepare for tomorrow.

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: Were delighted that youre considering building a career with TD.

Accommodation: If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.