Associate, Business Development - TD Asset Management

Description

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of June 30 2026,, TDAM and its affiliates manage over $548 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

An integral member of the Institutional Distribution team, the Associate III, Business Development provides research, intelligence gathering and operational support that enables regional sales and business development activity. The successful candidate will be a highly motivated and detail-oriented individual with a keen interest in the investment management industry, strong communication and organizational skills, and a commitment to delivering accurate, responsive support in a fast-paced environment.

This role works closely with Relationship Managers, Business Developers, Client Portfolio Managers, Consultant Relations, Marketing and Sales Enablement. The Associate supports prospect and market research, meeting preparation, pipeline administration, campaign execution and sales processes for our Global Institutional Distribution team.

ACCOUNTABILITIES

· Provide day-to-day sales support to institutional Relationship Managers and Business Developers, including pre-meeting research, briefing materials and follow-up coordination.

· Prepare prospect profiles by gathering and summarizing relevant information on organizations, decision-makers, investment priorities, current managers and potential needs.

· Gather market, competitor, consultant and industry intelligence from approved internal and external sources and summarize findings clearly for internal partners.

· Support the identification and maintenance of prospect lists, market maps and engagement plans based on priorities established by Relationship Managers and Business Developers.

· Source relevant RFPs and lead-generating opportunities, maintain tracking records and coordinate required information with internal partners.

· Support pipeline administration by entering and maintaining accurate prospect, opportunity and activity information in Salesforce and following up on missing or outdated data.

· Prepare sales and pipeline reporting, monitor activity and data-quality indicators, and escalate material gaps or inconsistencies to the appropriate owner.

· Support conference, event and regional initiatives by researching attendees, preparing priority lists, coordinating materials and tracking assigned follow-up actions.

· Execute assigned components of sales campaigns and sales priorities, including research, list development, materials preparation, activity tracking and results reporting.

· Coordinate internal meetings and sales processes, including agendas, materials, logistics, action tracking and CRM updates.

· Develop and maintain working knowledge of TD Asset Management solutions, institutional client segments, industry participants and relevant market trends, and apply that knowledge accurately in research and support activities.

· Use Microsoft Copilot to create practical prompts, templates and workflow tools that reduce repetitive work and improve consistency, while validating sources and outputs and complying with confidentiality and approved-use…