Financial Services Market Manager - West Palm Beach, FL
Description
The Financial Services Market Manager (FSMM) promotes the Wealth business within specific retail markets by encouraging engagement and partnerships. This role aims to generate qualified wealth referrals and introductions that lead to booked assets (investments and insurance products) through comprehensive planning by Financial Advisors and high-net-worth Investment Advisors. The FSMM develops and implements plans to help partners and managers acquire new clients and expand business with existing ones. The role involves building relationships with the retail bank, senior leadership, and business development executives through regular communication to review activities and results. The FSMM leverages retail opportunities to achieve market goals like net portfolio growth (NPG) and solutions & referrals (SR), ensuring retail teams understand wealth partnership's impact on KPIs like retention and deposit growth. This role also advises wealth distribution roles (WMP/WML, RSM, FAM, FA, RM) on retail-relevant matters like campaigns and best practices for coaching retail teams through one-on-one and group forums. The role focuses on Next Generation Stores (NGS) and TD Premier (TDP) Stores within their market, with more frequent communication and in-store presence.
What We're Looking For
Develops and delivers wealth-related content for all monthly retail leadership meetings including regional Store Manager meetings, Retail Market Manager meetings, and Market President meetings; average 6-8 per month.,Creates and delivers content on market-wide Financial Advisor and Relationship Manager Sales Calls and Execution calls; average 4-6 per month.,Drives the Wealth and Retail agenda across local markets by executing key initiatives - #Be Legendary, TAG Routine, Salesforce competencies, Insights, CFA adoption and related growth strategies.,Creates internal content (i.e., one-pagers) to support partnership, clarify priorities, and delivers consistent messaging across Retail and Wealth teams.,Provides regular and timely progress reports summarizing business results, key activities, and forward-looking action plans for Retail and Wealth Leadership.,Constantly engages and communicates to retail teams how wealth solutions can solve for client issues, accelerate the business, motivate and encourage successful behaviors that drive high-quality referrals and outcomes.,Organizes and runs "Sales Leader Meetings", to develop retail colleagues, subordinate to SMs, into senior sales leaders, a pipeline for future Premier Bankers and similar roles.
Ideal Candidate
Bachelor's Degree or equivalent experience.,5+ years of financial services industry experience.,Established understanding of Wealth and Retail banking business lines.,Proven track record of sales management success in a similar environment.,Proven ability to influence Senior management/leadership.,Proven ability to work independently and within a team.,Possesses a strong desire to win.
Minimum Education
Bachelor's Degree or equivalent experience
Hard Skills
Soft Skills
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.