Analyst, Managed Solutions Investment Management Business

Company Overview

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Department Overview

Part of the TD Bank Group, TD Wealth Private Wealth Management provides a comprehensive range of wealth management services to high-net-worth individuals, families, and organizations with wide-ranging and often-complex needs. Based on our commitment to discovering and achieving what truly matters to each client, TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs and that is based on TD's principles of transparency and trust. As part of our commitment to One TD, our team members collaborate closely with each other to deliver both the full spectrum of TD Wealth Private Wealth Management services - from private banking services, and estate and trust planning, to philanthropy, business succession and tax planning - and the best of the Bank to our clients.
Investment Management Business Transformation & Enablement is a group within TD Private Wealth Management National Office that is accountable for Ease of Doing Business, Risk Management support and Control Partner engagement, as well as Investment Platforms, Technology, Operations and Digital Enablement for TD Private Investment Advice and TD Private Investment Counsel

Job Description

Managed Solutions are a critical tool in advancing TD Wealth's growth goals and strategies for Investment Management. Reporting to the Senior Manager, Managed Solutions the Analyst, Managed Solutions , will work alongside a team of professionals within Investment Management Business Transformation & Enablement to support day-to-day management and future-state evolution of managed platforms and products at TD Private Wealth Management. Specifically, the Analyst will be accountable for the following:

• Act as a key resource and trusted partner, providing subject matter expertise, analysis and reporting, and process support to product managers, business partners, and end-users of the TD's managed programs (including TD Unified Managed Accounts, TD Privately Managed Portfolios, TD Strategic Managed Portfolios, and more)
• Lead production and updates to front-office documents, including client and advisor-facing product profiles, performance reports, and other sales collateral, collaborating and coordinating with internal business partners and external vendors
• Support the growth of scalable investment management practices by actively sharing insights and recommendations that drive platform enhancements, advisor and client experience, operational productivity, and other process improvement opportunities
• Maintain internal team and advisor-facing product policies, procedures, manuals, and other materials as required, ensuring they are compliant with requirements and audit-ready
• Conduct platform and program-related data analysis, research, trend monitoring, and competitive intelligence to inform strategy and growth/enhancement initiatives
• Assist in development and delivery of executive and field presentation materials to communicate platform details including key metrics, features, functionality, etc.
• Resolve inbound product/platform inquiries from business partners and the field, referring matters and escalating complex issues as required
• Participate fully and actively as a member of the Managed Solutions team and contribute to a high-performing, inclusive, and caring team culture and working environment
• The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise

Requirements

Qualifications/Skills/Experience:
The successful candidate must have:

• Minimum 2-3 years of relevant wealth or investment industry experience
• Sound financial acumen and understanding of financial markets and investment products
• Strong attention to detail, and problem-solving and analytical skills
• Excellent communication (both written and verbal) and ability to coordinate with multiple stakeholders to complete tasks
• Highly organized and process-oriented, with a strong ability to prioritize work while meeting multiple deadlines
• Advanced proficiency with MS Office (Word, Excel, PowerPoint, Outlook) required; Experience with wealth and investment management software/platforms considered an asset

Additional Information
Education/Accreditations:

• Undergraduate degree required; Finance, business, or related discipline preferred
• Financial or securities licenses/designations (CSC, CIM, CFA, etc.), or graduate degree considered an asset

Hours
37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Category

Management and Executive