Business Management Analyst III, TD Wealth Advice Solutions & Enablement

Department Overview:

Part of the TD Bank Group, TD Wealth Private Wealth Management provides a comprehensive range of wealth management services to high-net-worth (investable assets of at least $750,000) individuals, families, and organizations with wide-ranging often-complex needs. Based on our commitment to discovering and achieving what truly matters to each client, TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs and that is based on TD's principles of transparency and trust. As part of our commitment to One TD, our team members collaborate closely with each other to deliver both the full spectrum of TD Wealth Private Wealth Management services – from private banking services, and estate and trust planning, to philanthropy, business succession and tax planning – and the best of the Bank to our clients.

Job Description:

Managed Solutions are a critical tool in advancing TD Wealth's growth goals and strategies for Investment Management. Reporting to the Senior Manager, Managed Solutions, the Platform Specialist, Managed Solutions, will work alongside a team of professionals within Wealth Advice Solutions & Enablement to deliver investment management platform support and implementation guidance to Investment Advisors and Portfolio Managers at TD Private Wealth Management. Specifically, the Platform Specialist will be accountable for the following:

• Act as a trusted partner and platform/process expert, delivering personalized application support, pro-active guidance, coaching, and sharing implementation best-practices to TD Wealth Investment Advisors, Portfolio Managers, and their teams

• Resolve inbound product/platform inquiries from front office users, referring matters and escalating complex issues to business and technology partners as required

• Develop and facilitate presentations and training sessions to advisor teams, acting as a subject matter expert for investment management platforms and programs, and assist in skill and knowledge development for new hires and competitive recruits

• Maintain expert knowledge of TD Wealth's investment management programs and platforms, and assist in development of and updates to advisor-facing procedures, tool guides, user-guides, and other reference material

• Act as an important first-line of support for investment management platform users and play an important role in collection and prioritization of customer and colleague feedback and irritants

• Contribute to investment management platform roadmap development by actively sharing insights and recommendations that drive platform enhancements, address defects, and strengthen advisor and client experience, and operational productivity

• Support platform testing, validation, and documentation ahead of new releases/upgrades in partnership with partners in Business Architecture, Technology, Change Management, etc.

• Participate fully and actively as a member of the Managed Solutions team and contribute to a high-performing, inclusive, and caring team culture and working environment

• The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise

Job Requirements/Skills

Education/Accreditations:

• University/college degree; Finance, business, or related discipline preferred

• Financial or securities designations (CIM, CFA, CSC, CPH, etc.) considered an asset

Other Qualifications/Skills/Experience:

The successful candidate must have:

• Minimum 2-3 years of relevant wealth or investment industry experience

• Strong financial acumen and understanding of investment products, fee-based programs, portfolio management and modelling concepts, and discretionary and non-discretionary investment management practices

• Experience working with Wealth 360, and familiarity with other investment management and wealth technology applications including Croesus, Kyndryl, etc.

• Strong attention to detail and ability to quickly identify issues, triage inquiries, understand root cause, and propose solutions or workarounds

• Excellent interpersonal and communication skills (both written and verbal) and ability to simplify and discuss complex concepts

• Highly organized and process-oriented, with a strong ability to prioritize work efforts and ensure deadlines are met