VP, Consultant Relations (US)

Line of Business:
EPOCH LLC
Job Description:

The VP, Consultant Relations will work closely with the Head of Global Consultant Relations and the other members of the Consultant Relations Team to manage TDGIS's relationships with the institutional consultant community. In addition to a competitive base pay and extensive benefits program our role also offers a lucrative incentive opportunity and career growth!

Depth & Scope:

• Engages with the relevant Client Portfolio Management ('CPM') and Portfolio Management ('PM') Groups to analyze, classify and communicate the key features, competitive strengths and differentiators of each of TDAM's investment strategies
• Works with the CPM and PM Groups to strategize, prepare for and attend consultant manager research meetings with the objective of maintaining and reinforcing existing positive consultant ratings and gaining new positive ratings
• Collaborates with the Presentations, Marketing, RFP and Database Completion teams to ensure that our desired messaging is effectively and consistently incorporated into all of our materials - presentations, supporting papers, RFP responses, white papers, fund brochures, etc.
• Helps to develop and maintain the strategic consultant engagement framework and communicate this to internal partners
• Participates in the development of materials and thought leadership activities to position our investment strategies strongly within the consultant market and to reinforce TDGIS's positive brand perception
• Responds to daily, ad hoc consultant queries and information requests
• Communicates effectively with consultants to help build their understanding of TDGIS's capabilities
• Gathers market intelligence and disseminate this internally
• Helps to maintain solid and productive working relationships with the Relationship Management, Business Development, PM/Investment, CPM, Product Development, Investment Support and Client Service teams

Education & Experience:

• Bachelor's degree required and a CFA and/or an Actuarial qualification preferred
• 7+ years of experience in an investment consulting, institutional sales, institutional marketing or relationship management environment
• A good understanding of how the consultant market functions and the services which consultants provide to the institutional client base
• TDGIS has a broad and developing product suite, therefore the role requires a solid working knowledge of a range of asset classes - both traditional and Alternative - and the roles these play in institutional portfolios
• An 'ownership' mindset and the ability to proactively identify issues, collaborate on resolutions and implement innovative solutions
• The ability to work across teams and manage through influence. We promote a team rather than an individual approach
• The ability to effectively manage multiple simultaneous assignments to successful implementation
• Excellent communication skills - both verbal and written - and the ability to tailor the messaging approach to the specific needs of the relevant audience

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.