Manager, Portfolio Management at TD

Advance your career as a Manager of Privately Managed Portfolios with TD in Toronto, Ontario. This role focuses on optimizing advisor operations and managing investment strategies for private clients.

The Manager will be integral to the Wealth Investment Office, overseeing the Privately Managed Program with substantial assets under management. Your responsibilities include enhancing compliance and streamlining processes in collaboration with various teams. Effective communication and a detail-oriented mindset are imperative.

Key Responsibilities:

• Oversee the design of the PMP and compliance frameworks

• Implement enhancements with new technology solutions

• Collaborate across departments to ensure program effectiveness

• Coordinate training and onboarding for Portfolio Managers

• Facilitate communications through newsletters and program material

Requirements:

• Experience in investment or wealth management

• Proficient in Excel, PowerPoint, and MS applications

• Understanding of discretionary portfolio management principles

• Bachelor’s degree; industry accreditation is a plus

• Proven ability to build relationships and manage priorities

Contribute to a collaborative environment while enhancing portfolio management strategies at TD.