Associate Institutional Relationship Manager - NY, NY

Serve the unique and complex needs of clients in the Institutional segment.

Partner with Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Captive Specialty Practice subject matter experts (SME) to grow the Institutional business.

Support business development efforts and respond to Request-For-Proposals (RFP).

Retain and grow assigned client relationships, exceeding client expectations for service.

Provide day-to-day account management and oversight.

Deliver excellent client service and support account administration.

Develop materials with Specialty Practice SME and IRMs for OneTD partners and centers of influence.

Demonstrate a commitment to being customer-centric, ensuring legendary service to maximize retention and growth.

Ascertain investment needs of TD Wealth clients to increase wallet share and secure new clients.

Focus on retaining and growing Institutional business through supporting Captive Specialty Practice SME and IRM in business development efforts with COIs and OneTD partners.

Build a database of answers specific to captive needs for RFP requests.

Gain a deep understanding of TD Private Client Group's Institutional offering, including Custody, Investment Management, Reg 114 Insurance trusts, and other trust services.

Work with Business Analyst to learn the CAP system and with Compliance for presentation reviews.

Coordinate complex requests from Specialty Practice SME for accurate responses.

Work with Client, Clearwater analytics contact, and operations for data feed and reporting setup for Clearwater bond amortization.

Support Specialty Practice SMEs in working with Retail and Commercial partners (opening operating accounts, coordinating Letters of Credit and Collateral Trusts).

Implement a process with Client Services Advisors (CSAs) to ensure every client gets an Annual Client Review (ACR) meeting with an enhanced agenda focused on client's needs.

Partner with the marketing team to develop sales presentations.

Work with the Head of Credit Product Pricing & Profitability to help model the impact of Captive solutions for Precision Lender calculations and decisions.

Execute in a manner that is compliant with regulations, policies, and procedures (i.e., OCC, SEC, FINRA).

Contribute individually and as a team member to ensure strong performance, collaboration, and enthusiasm.

Represent TD Wealth professionally and support TDBG charity and community initiatives.

4-year degree (Bachelor's Degree); MBA or other advanced degree preferred.

3+ years of Financial Services experience in a sales and service capacity (track record of high client satisfaction, client retention, and meeting sales goals) required.

Active Securities Licenses: Series 7, 63 Required; 65 preferred or ability to obtain.

ACI Captive designation preferred.

Consultative sales experience required.

Understanding wealth management business development techniques, products, services, and overall industry.

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

Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank.

Bachelor's Degree