Work Location:

Marlton, New Jersey, United States of America

Hours:

40

Pay Details:

$86,840 - $139,360 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 Practice Management Consultant is the architect and engineer responsible for implementing comprehensive and continuous practice management resources and tools for front office advisors and managers across US Wealth, aligning the Distribution team with the organization’s focus on growth and innovation. The Practice Management Consultant coordinates with subject matter experts and content providers inside and outside the firm, selects platforms for curriculum development and delivery, and implements programs and workshops from onboarding to advance skills and complex business needs for advisors and managers. The Practice Management Consultant works collaboratively with business partners and other stakeholders to support achievement of business strategic priorities and provide expertise, advice, and operational excellence in delivering practice management resources and solutions to enable wealth strategies and impact key business measures.

• Takes a One TD approach to delivery of Wealth Practice Management for Advisor and Manager support including advanced development and coaching

• Ensures common content and resource structures are leveraged consistently and to the greatest extent possible, supporting customization where there is a validated business need

• Leads front office practice management and/or complex business specific initiatives small to large scale and strategic in nature

• Manages deliverables across multiple Practice Management areas from simplistic to complex needs through evaluation and analysis of business requirements

• Makes comprehensive recommendations aligned to multi business and/or organizational needs to enhance advisor production and manager supporting resources

• Top level consultant role with expertise in managing business partner relationships at all levels

• Provides deep subject matter expertise and knowledge of external best practices, emerging trends, and vendors

• Acts as a subject matter expert in financial planning concepts and demonstrates advanced proficiency in client lifecycle management to support client facing associates

• Stays current in development and evaluation of program needs

• Role requires knowledge and expertise across areas of advisor sales process, support, business management, and manager resources

• Manages projects to deliver timely, high quality consistent, creative, leading-edge practice management solutions that positively impact advisor growth and TD Wealth metrics

• Collaborates and consults with Business Partners to make best decisions on business recommendations

• Consistently builds out the wealth practice management capabilities to support a center of expertise utilizing in-person and digital platforms

• Provides coaching to advisors and managers in conjunction with the Internal Wholesaling team and segment leads

• Champions and owns, in partnership with National Sales, delivery and consistent use of best-in-class practices, processes and measures

• Partners with Wealth Business Partners, Leadership and enterprise Learning Business Partners and others to ensure effective and timely business subject matter expert support

• Conducts post implementation reviews against critical success factors and incorporates the lessons learned into subsequent projects/programs

• Works with regional and market leadership to identify needs, understand priorities, solve problems, and improve employee productivity for both Advisors and Sales Managers

• Identifies opportunities for integration objectives and practices within other business units at TD

• Collaborates with senior leadership to anticipate needs, gather requirements, and benchmark industry trends

• Leverages data to design and deliver programs that drive measurable performance improvement and customer outcomes

• Utilizes KPIs to measure effectiveness of program(s)

• Ensures optimal deployment of resources to meet the needs of the business

• Proactively looks for ways to enhance the advisor and manager experience

• Ensures common content and learning structures are leveraged

Education & Experience:

• Undergraduate degree/ college diploma preferred; and/or,

• 4-7 years client facing experience as a financial advisor and/or manager and/or experience with wealth practice management resources

• Knowledge and experience with financial planning concepts, products, sales process (EQ- Behavioral Finance)

• FINRA license required (65, and/or 6, and/or 7, and/or equivalent)

• Demonstrates the ability to engage diverse audiences effectively in learning and coaching environments.

• Strong presentation and facilitation skills, with the ability to simplify complex concepts.

• Exceptional organizational skills, with attention to detail and follow-through.

• Ability to communicate clearly and effectively across all levels of the organization.

• Collaborative mindset with strong interpersonal and relationship-building skills.

• Ability to influence and engage senior-level advisors, managers and executives with high levels of trust and credibility.

• Strong collaboration skills with the ability to work across functions and levels.

• Comfort with ambiguity, complexity, and managing change

Customer Accountabilities:

• Sound knowledge and understanding of the operating environment, business process and procedures

• Requires sound conceptual knowledge in own field of specialty with some form of related training and/or related experience or skills

• Ability to execute on standard and non-standard processes and requests of low to medium complexity with moderate to high risk/financial impact

• Identifies key operational/reporting/process issues for own area

• Provides thorough analysis and/or specialized reporting or operational/process support

• Requires good understanding of the overall function and/or businesses supported

• May lead small scale initiatives or work stream packages for assigned area

• Completes work within specifically defined parameters with guidance/direction from management as necessary

• May provide training to others on best practices, processes, etc. as well as guide junior staff for the completion of business as usual functions

Shareholder Accountabilities:

• Prioritizes and completes own workload to meet SLA requirements for service and productivity and or support team manager in prioritizing and managing team workload, demonstrating a proactive understanding of the changing landscape

• Analyzes service, productivity and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist

• Conducts internal/external research and/or contribute to audit reviews

• Consistently exercises discretion in managing correspondence, information and all matters of confidentiality

• Supports development and/or implementation of standards, policies, procedures, and solutions that mitigate risk and maximize availability of service, efficiency and effectiveness

• Contributes to the development/delivery of presentations/communications to management or broader audiences

• Protects the interests of the organization – identifies and manages risks, and ensures the prompt and thorough resolution of escalated non-standard, high-risk issues

• Adheres to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)

• Supports change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processes

Employee/Team Accountabilities:

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork

• Ensures the timely communication of issues/points of interest

• Supports the team by actively building knowledge, thinks critically about processes and opportunities for improvement, shares ideas and transfers knowledge within the team, across the function, and with partners (e.g., audit, business insights)

• Provides training, coaching and/or guidance to others on the team

• Participates in personal performance management and development activities, including cross training within own team and other teams in the operations function

• Ensures the timely communication of issues that are relevant to the team and encourages a good working relationship with other departments

• Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities

• Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provides training, coaching and/or guidance as appropriate

• Contributes to a fair, positive and equitable environment that supports an inclusive and diverse workforce

• Acts as a brand ambassador for the function and the bank, both internally and/or externally

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.