Associate Institutional Relationship Manager - Burlington, VT

Work Location

Burlington, Vermont, United States of America

40

$72,280 - $108,160 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  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.

TD Wealth

The Associate Institutional Relationship Manager (AIRM) is a high‑touch point of client contact accountable to serve the unique and complex needs of clients in the Institutional segment. The AIRM partners with other Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Captive Specialty Practice subject‑matter experts (SME) to grow the Institutional business through supporting business development efforts, responding to Request‑For‑Proposals (RFP), and interfacing with OneTD partners.

The AIRM is also responsible for retaining and growing assigned client relationships and is accountable for exceeding clients’ expectations for service. The AIRM is at the center of the Institutional model, providing day‑to‑day account management and oversight, delivering excellent client service, supporting account administration, and developing materials with Specialty Practice SME and IRMs for OneTD partners and centers of influence.

• Demonstrates a commitment to being customer‑centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth.
• Partners with Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice SME, and Corporate Trust Advisors to ascertain investment needs of TD Wealth clients to increase wallet share and support securing new clients with potential investment needs.
• Focuses on retaining and growing Institutional business through supporting Captive Specialty Practice SME and IRM in business development efforts with COIs and OneTD partners (e.g., TD Commercial, TD Small Business, TD Securities, TD Cowen).
• Provides responses to RFPs. Builds a database of answers that may be specific to captive needs. RFP requests are a growth segment of the Captive process.
• Gains a deep understanding of TD Private Client Group’s Institutional offering, including Custody, Investment Management, Reg 114 Insurance trusts, and other trust services to address client needs.
• Works with the Business Analyst to learn the CAP system and with Compliance to ensure all internal and external presentations have an appropriate review.
• Coordinates complex requests from Specialty Practice SME to expedite accurate responses for clients and COIs.
• Works with the Client, Clearwater analytics contact, and operations to set up the data feed and reporting for the client that needs Clearwater bond amortization reporting.
• Becomes an expert at supporting Specialty Practice SMEs when working with Retail and Commercial partners, including opening operating accounts, learning back‑office requirements to coordinate Letters of Credit and Collateral Trusts.
• Effectively implements a process with Client Services Advisors (CSAs) to ensure every client gets an Annual Client Review (ACR) meeting with an enhanced agenda focused on client’s needs.
• Partners with the marketing team to develop a sales presentation for internal partners and external prospects that delivers a concise message.
• Works with the Head of Credit Product Pricing & Profitability to help model the impact of Captive solutions for Precision Lender calculations and decisions.
• 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 (e.g., OCC, SEC, FINRA, etc.).
• Contributes individually and as a team member to ensure strong performance, collaboration, and enthusiasm that sets TD Wealth apart…