What are the responsibilities and job description for the Private Client Relationship Manager II - Manchester, NH position at TD Bank Group?
Work Location :
Manchester, New Hampshire, United States of America
Hours : Pay Details :
110,760 - $166,400 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 Private Client Relationship Manager II (RM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients expectations for asset accumulation, preservation and growth. The Private Client Relationship Manager II is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses. In so doing, the Private Client Relationship Manager II must focus on maximizing clients satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds.
Depth & Scope :
- Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
- Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents
- May work with more complex clients
- Will be able to have a more fulsome discussion with clients before bringing in subject matter experts
- Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience
- Effectively implement a process with CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the clients overall wealth needs, as well as a minimum of two annual pro-active contacts
- Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the clients relationships with TD Bank
- Implements and executes a differentiated service model / experience for HNW clients
- Meets quarterly and annual referral goals for investments and trust business
- Deepens wallet share by anticipating client needs and suggesting the most appropriate banking, lending and / or investment solutions
- Maximizes profitability, while ensuring the client receives an exceptional client experience
- Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
- Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners
- Executes in a manner that is compliant with regulations, policies and procedures
- Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.)
- Ensures all Continuing Education requirements are attained
- Responsible for understanding and adhering to TD Wealth AML / ATF Policies and Procedures
- Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
- Transitions lower threshold clients to appropriate Wealth Partners, as needed, to ensure capacity for target market clients
- Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
- Provides guidance to junior staff
- Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth Private Client apart from our competitors
- Represents TD Wealth to the general public in a professional manner
- Be involved in the community and support TDBG charity and community initiatives
- May lead activities of unit, assigning, prioritizing and monitoring work. Provides direction and answers questions as needed
- Provides technical guidance and assists staff with most complex aspects of work as necessary
Education & Experience :
Customer Accountabilities :
Employee / Team Accountabilities :
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.
Salary : $110,760 - $166,400
