Business Services Manager - Marlton, NJ

Work Location:

Marlton, New Jersey, United States of America

Hours:

40

Pay Details:

$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 at TD. Our 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.

Line of Business:

TD Wealth

Job Description:

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.  Facilitates communication and training for local staff and partners with the Risk team in ensuring compliance standards are met.  This role also ensures the appropriate onboarding of new colleagues and works with the centralized support staff for superior execution of processes. The role also assists the management of the sales reporting for the field teams as assigned by the Wealth Market Leader.

Depth & Scope:

• 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

Education & Experience:

• 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

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• 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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

 

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

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 USWAPTDO@td.com.  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.