Work Location:
New York, New York, United States of America

Hours:
40

Line of Business:
EPOCH LLC

Pay Detail:
$150,000 - $180,000 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.

• Develops, maintains, and communicates a relationship management strategy framework
• Ascertain the client's investment and servicing needs, strategy and priorities. From this, develop, agree upon and execute the client experience
• Conduct regular relationship reviews with client, both formal and informal
• Lead the client's dedicated team of portfolio managers, client portfolio managers, client service manager, and when appropriate consultant developers in the overall service of the relationship
• Build strong relationships with field consultants gathering market intelligence and disseminating it back to the team
• Facilitate meetings of internal stakeholders to assess, strategize and assign accountability of tasks to complete requests
• Provide oversight of client initiated RFI and DDQ process
• Anticipates emerging customer trends as a basis for recommending products and services and expanding the business
• Highly sophisticated understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment
• Manages relationships that are characterized by significantly complex products and services provided and/or take a significant business development focus
• Solves unique problems with broad impact on the business segment and financials
• Impacts a range of sales achievement for largest accounts and relationships, and a significant part of one or more business lines
• Communicates complex ideas, anticipates potential objections and persuades customers; negotiates significant terms
• Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on a complex project or program
• Identifies and leads problem resolution for project/program complex requirements related issues at all levels

• 10 + years' experience in a relationship management and/or business development role with a proven record in cultivating relationships within the institutional and intermediary asset owner marketplace
• Undergraduate degree
• Preferred designations: CFA, CAIA, CIPM or MBA
• Knowledge of the asset owner marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors
• Preferred knowledge and/or interest in various asset classes, including public equities, alternatives, and fixed income
• A high-energy level and the ability to be focused and self-directed are essential
• Outstanding communication, presentation and consensus building skills required, in addition to proven leadership skills and project management experience
• Confident prospecting, lead generation and relationship management skills
• Capacity to function independently while providing appropriate and meaningful feedback and direction to senior management on issues/challenges
• Strong intellectual curiosity, business judgment, resource management and negotiation skills
• Up to date knowledge of relevant legislation
• Solid collaboration and performance in team atmosphere
• Demonstrated ability to manage multiple priorities simultaneously
• Strong attention to detail and follow through

• Develops, maintains, and communicates a business development strategy within a hybrid framework
• Develops and implements new and innovative approaches to the sales process and advance the pipeline; provides expert advice internally and externally
• Serves as the primary investment contact for assigned prospects and/or intermediaries
• Facilitates meetings of internal stakeholders to assess, strategizes and assigns accountability of tasks to complete requests
• Works with Consultant Development Team to maintain/obtain (buy) strategy ratings for TDGIS
• Provides prospects, consultants and/or intermediaries with ongoing updates about the investment philosophy, process, and performance of specific strategies
• Provides oversight of RFP process

• Develops / implements strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
• Plans and executes business development activities, reviews and communicates results, and adjusts tactics accordingly
• Promotes and offers full suite of products, sales, services
• Protects the interests of the organization - identifies and manages risks, and escalates non-standard, elevated risk transactions / activities, as necessary
• Ensures documentation that is prepared/completed is accurate and reflects client/business intentions and is consistent with relevant rules/regulations
• Actively manages relationships within and across various business lines/corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Provides thought leadership and/or industry knowledge for own area of expertise and participate in knowledge transfer within the global distribution team
• Keeps current on emerging trends/developments and grow knowledge of the business, related tools and techniques
• Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
• Leads, motivates and develops relationships with internal and external business partners/ stakeholders to develop productive working relationships
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

• 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