Business Services Manager - Marlton, NJ

Work Location

Marlton, New Jersey, United States of America

40

$29.75 - $47.75 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 Business Services Manager works closely with the assigned Wealth Market Leader(s) to manage, support and execute all business administration and service functions within the market. The role facilitates communication and training for local staff, partners with the Risk team to ensure compliance standards are met, and ensures appropriate onboarding of new colleagues. The manager also works with centralized support staff for superior execution of processes, assists in sales reporting for field teams, and coordinates various service functions to support local operations.

• All local business administration and service functions, with focus on consistency, quality and compliance with Firm policies and procedures
• Follows direction from WMLs and in conjunction with Shared Services, executes book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance
• Assists in the coordination of assigned accounts for redistribution and customer retention, during instances of LOAs, territories changes, attrition
• Expense management, including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to bank policies
• Manages and promotes bank initiatives, projects and remediations
• Manages and promotes locally executed Marketing initiatives
• Collaborates with their market on the new hire process and training orientation, including coordinating operational and client service support for newly recruited sales and support staff
• Manages service approvals, including escalations with the centralized support staff
• Acts as liaison between the market and various bank departments as necessary
• Manages day‑to‑day resolution of client service inquiries and concerns, in conjunction with the WML in special circumstances when escalated to the Market level
• Administers other duties as assigned by the WML
• Ensures compliance with Firm policies and procedures from an operations and service perspective/including labor and wage laws, OSHA and compliance with all labor related posters

• A bachelor's degree with 2 years' experience or 5 years industry working knowledge
• Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees
• Optional Series 7, 63, 65 (or 66)
• Other licenses as required by manager
• Organized with strong attention to detail
• Ability to prioritize work tasks
• Identify issues and trends and communicate possible solutions
• Leadership capabilities
• Conflict resolution capabilities
• Ability to influence groups of employees at different levels

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment – Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.