Address
Form of work
SalaryRegional Sales Manager–Private Client-Marlton, NJ
433417BR
Job Category - Primary
Wealth Management
Work Location
336 Route 70 West
Employment Type
Regular
City
Marlton
Time Type
Full Time
State
New Jersey
Hours
40
Pay Range
$141,960 - $230,880 annually
Job Details
The Regional Sales Manager – Private Client (RSM) is responsible for the direct management of teams of Wealth Professionals (Relationship Managers (RM) and Investment Advisors (IA)), who work collaboratively and with additional Partners to meet or exceed the expectations and needs of High Net Worth (HNW) clients in a Market. The key objectives of this job include hiring, on-boarding and direct coaching, management and supervision of the day to day activities and performance of the RM and IA teams in the Market toward seizing the opportunities present by TD AMCB and existing HNW clients. The RSM will be the regulatory principal responsible for the activities of his/her team including the appropriateness and/or suitability of all recommendations, advice, and delivery of same. The RSM will be responsible for creating a positive relationship with Retail and other Partners and for driving referral activities. The RSM will be responsible for providing advice through planning and the delivery of HNW deposit, lending and investment solutions. The RSM will implementing plans and programs that create opportunities for their team and partners to acquire new clients and deepen relationships with existing clients.
Job Requirements
- Must be eligible for employment under regulatory standards applicable to the position.
- Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
- Responsible for direct supervision of RMs and IAs
- Responsible for hiring, on-boarding, and managing and directing the efforts and performance of RMs and IAs in an assigned geographic region(s) / territory(s) and for the licensing, training, and coaching of these employees individually and as a team
- Responsible for compliance with all regulatory requirements applicable to their teams generally in in the execution of their duties as advisors
- The RSM will increase referral activity from AMCB (both Retail and Commercial) by inspiring confidence in Partners that their referrals will receive exceptional advice and service
- The RSM will increase appropriate sales of HNW solutions and overall productivity through active coaching and effective business management
- The RSM is accountable for achieving sales and revenue goals assigned to the Market
- The RSM will work with the WMP and AMCB leaders to align Store coverage to best meet the needs of the Market
- The RSM will develop a strong relationship with colleagues in Wealth, Retail, and other internal/external business partners, and will leverage these networks to provide training, sales ideas, and other instruction to help the RM and IA teams grow client relationships, client balances, revenue and take Market share
- The RSM executes high impact sales initiatives, capabilities coaching sessions, marketing programs and other efforts to support RM and IA teams
- The RSM continuously assesses the performance of RM and IA teams relative to the opportunity they have and effectively communicates strengths and opportunities to the RM and IA teams
- Provides insights to local competitive intelligence and market share analysis
- Teams with business development executive to launch campaigns that effectively generate leads and opportunities
- The RSM brings a financial planning approach to the execution and delivery of HNW solutions and effectively coaches RM and IA teams to execute accordingly
- The RSM works collaboratively with Wealth Partners to support the administration and supervision of the HNW activity
- The RSM works collaboratively with the Client Support Partners to delivery exemplary service to clients
- The RSM build a collegial environment that is conducive to long term employee and client relationships
- The RSM supports operational excellence, strong controls, and an appropriate approach to risk management, demonstrating the ownership of risk within the business and its leaders
- The RSM understands that extensive travel within the Market is required
Qualifications
- Bachelor’s degree or equivalent experience
- 7+ years related experience including advisory sales and sales leadership
- Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24
- Excellent communication skills
- Proven people management skills
- Previous sales/leadership experience
- Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
- Demonstrated experience performing complex financial, statistical, and budgetary analyses
- Ability to travel within assigned Market – approximately 75% of time
- Driver’s License required
Company Overview
Our Values
At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
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.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care.
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.
At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
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.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care.
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.
Inclusiveness
Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Accommodation
If you are a candidate 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.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Accommodation
If you are a candidate 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.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
Business Line
TD Bank AMCB
Job Category(s)
Wealth Management
Country
United States
State (Primary)
New Jersey
City (Primary)
Marlton
Job Expires
30-Apr-2024
