Financial Services Market Manager III

Line of Business:
TD Wealth
Job Description:

The Financial Services Market Manager III (FSMM) champions the sale of Mass Affluent products including insurance, annuities, and investments, as well as referrals to TD Wealth and TD Ameritrade for booked assets throughout the retail store network. This job is responsible for implementing financial marketing plans and programs that create opportunities for partners, managers and business development executives to acquire new clients and expand business with existing clients. Key objectives of this job include overseeing the efforts of the Financial Service Representatives (FSRs) in an assigned market/territory from a licensing, training, product offering knowledge, ramp-up, Mass Affluent sales, TD Wealth referrals, and TD Ameritrade referrals perspective. The more senior level roles are responsible for managing the function and FSMMs, establishing marketing plans and budgets, and building positive relationships with Retail bank senior leadership, Wealth, and TD Ameritrade management.

Depth & Scope:

• Responsible for overseeing the efforts of Financial Services Representatives (FSRs) in a low to medium complex assigned market from licensing, training, ramp-up, Mass Affluent sales/TD Wealth referrals/Ameritrade referrals
• Partners with Store Management to ensure FSRs in the assigned market are in compliance with all regulatory guidelines with respect to the Mass Affluent offering
• Increases Mass Affluent product sales productivity and referral flow through active coaching, planning with Retail store management within assigned market
• Responsible for supporting/completing product sales and client meetings
• Implements activities and ongoing sales/Mass Affluent product training, coaching and provides sales support related project coordination within market
• May provide marketing analysis, including local competitive intelligence and market share analysis
• Teams with Market Sales Manager to launch campaigns that effectively generate leads and opportunities
• Partners with local store/market management through participation in community, and business development activities focused on enhancing profile as an expert in Mass Affluent sales within assigned Market
• Accountable to net revenue growth, return on investment and marketing performance metrics
• Monitors assigned market progress against sales plan
• Provides regular and timely progress reports summarizing business results, activities, and action plans to Store, Mass Affluent, and Wealth Leadership
• Serves as contact for Mass Affluent customer escalation issues
• Partners with Compliance to support investigations as needed
• Some travel within assigned market required

Education & Experience:

• Bachelors Degree or equivalent experience
• 2-3 years of financial services industry experience in a sales capacity
• Demonstrated record of sales success in a similar environment
• Required Licenses or Registrations (or obtain within 90 days of hire): Life/Health
• Ability to influence Sr. Leadership
• Ability to work independently and within a team
• Possesses as strong desire to win
• Excellent verbal and written communication skills
• Positive Influence Management Skills
• Strong relationship building and selling skills
• Detail oriented, well organized, self starter, with a high energy level and creative problem solving abilities
• Ability to work in a challenging and collaborative work environment
• Ability to travel within assigned Market; about 70% of time
• Drivers License required

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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

If you are an applicant with a disability and need accommodations to complete the application process, email the 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 application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.