Institutional Associate Wealth

Work Location

Vienna, Virginia, United States of America

Vienna, Virginia, United States of America

40

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.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

TD Wealth

This role is a high touch point of client contact accountable to serve the unique and complex needs of Institutional clients. They partner with other Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Institutional specialists roles to grow the Institutional business through active engagement in business development efforts, responding to Request-For-Proposals (RFP), and interfacing with OneTD partners. This role is also responsible for retaining and growing assigned client relationships and is accountable for exceeding client's expectation for relationship management.

This role is at the center of the Institutional model providing front-line sales support, day-to-day account management and oversight, delivering excellent client service, supporting account administration, and developing sales and marketing materials with Not-For-Profit SME and IRMS for OneTD partners of external centers of influence.

• Maximizes client acquisition, growth and retention by demonstrating a commitment to customer-centric behavior and by ensuring every prospect, customer and OneTD partner has a legendary interaction with Institutional Wealth
• Seeks to increase wallet share by partnering with and supporting Institutional Relationship Managers (IRMs), Institutional Investment Advisors (IIAs), Specialty Practice SME, and Corporate Trust Advisors as to ascertain investment management and Corporate Trust needs of TD Wealth clients and prospects
• Focuses on retaining and expanding Institutional business by supporting the Nonprofit Specialty Practice SME, IIAs, and IRMs in business development efforts with OneTD partners (e.g., TD Commercial, TD Small Business, TD Securities, TD Cowen) and COIs
• Maintains a deep understanding of TD Wealth's Institutional offering, including Custody, Escrow, Investment Management, and Corporate Trust services to address client needs
• Learns the OCMS system and works with Compliance to ensure all internal and external presentations have an appropriate review and approval
• Coordinates complex requests from internal colleagues to expedite accurate responses for clients and COIs through fostering communication with sources of pertinent internal metrics and other information needed for proposals
• Becomes an expert at Institutional business development efforts in working with Retail and Commercial partners
• Coordinates with IRMs, IIAs, and OneTD partners to respond to RFPs and develop proposals or related presentation materials
• Meets proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval of proposals and presentation materials
• Maintains tracking data, coordinates with content contributors, and provides status information regarding outstanding proposals, client onboardings, and ad hoc projects
• Updates and retains a database of compliance reviewed proposal responses, leveraging this maintained database for scalability while also preparing quarterly statistics detailing the scale and scope of TD Wealth's Institutional offerings in a format that is easily understandable and can be presented to prospective clients
• Assists in the development and maintenance of a client reference list
• Prints, binds and arranges for delivery of proposal submissions
• Partners with the marketing team to develop a sales presentation for internal partners, external prospects, and COIs that delivers a clear and concise message
• 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…