Associate Private Client Relationship Manager (ARM) - Ramsey, NJ

Work Location :

Ramsey, New Jersey, United States of America

Hours : Pay Details :

33.00 - $49.50 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 Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing relationship by providing excellent service, proactively contacting clients, delivering thought leadership across all capabilities at TD Wealth. A critical objective of the ARM will be to engage clients and when clients seek a deeper or broader relationship with TD, introduce the Private Client Relationship Manager that covers the Store most convenient for the client.

The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for retaining and growing assigned client relationship and is accountable for exceeding client's expectations for service. The ARM is at the center of the Private Client Services model supporting these smaller balance clients by providing day-to-day account management solutions and introducing the full capabilities offered at TD Wealth. The ARM must focus on maximizing client's satisfaction with their Banking relationships, maximizing, and seizing the opportunity to retain and grow balances by referring qualified clients to Private Client Relationship Managers in the various Markets throughout the TD footprint.

May work with less complex clients. May bring in subject matter experts earlier in the client relationship as needed

Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience

Effectively implements a process with CSAs to ensure every client receives Legendary service

Effectively executes a proactive outreach effort across all clients to enhance and expand the overall relationship

Leverages the availability of Specialists (Taxes, Trust and Estate) in an effort to interest the client in deepening their relationship with TD Wealth

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

Contributes to a positive and constructive work environment with a focus on supporting the overall Wealth team

Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors

Represents TD Wealth to the general public in a professional manner

Is involved in Employee's community and support TDBG charity and community initiatives

Education & Experience :

4-year degree or the equivalent experience

3 years related experience in a production or client support capacity (i.e. track record of high client satisfaction and retention) required

Securities Licensed : Series 7, 63 65 or 66

Understanding of HNW client needs and products and services available to clients within the segment

Consultative sales experience preferred

Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank, America's Most Convenient Bank

Personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service

Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up

to date in a timely manner

Excellent communication skills, both verbal and written

Proficiency in Microsoft Applications (PowerPoint, Excel, Word)

Membership in civic and professional organizations required after employment

Ability to multitask and manage competing priorities effectively

Ability to work within a highly collaborative team environment

Customer Accountabilities :

Understands and supports the Bank's Customer Service Strategy

Considers the impact of decisions on the well-being of TD, its Customers and stakeholders

Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity

Models quality service delivery at every interaction

Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee / Team Accountabilities :

Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience

Participates fully as a member of the team and contribute to a positive work environment

May provide leadership, training, and guidance to other team members

Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest

Actively shares information and knowledge, and proactively learn from the expertise of others

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 (http : / / hrportal.ehr.com / tdtotalrewards)

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.

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Salary : $33 - $50