TD Bank

Business Services Manager - New York, NY

TD Bank • $61K — $99K *
Boxborough, MA 01719In-Person
Business Services
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree or 5 years industry experience
  • 2 years in business administration or related field
  • Experience supporting licensed functions and sales staff
  • Optional: Series 7, 63, 65 (or 66) licenses
  • Strong organizational and detail-oriented skills
  • Ability to prioritize and manage multiple tasks
  • Leadership and conflict resolution capabilities

Responsibilities

  • Manage local business administration and service functions
  • Execute book of business management with attention to compliance
  • Coordinate assigned accounts for customer retention and redistribution
  • Oversee expense management including budget tracking
  • Promote and manage bank initiatives and marketing projects
  • Facilitate new hire process including training and support
  • Resolve client service inquiries effectively

Benefits

  • Opportunities for growth and skill development
  • Supportive work environment encouraging open dialogue
  • Access to centralized support for superior process execution
  • Fair and equitable compensation policies
  • Encouraged to ask questions regarding compensation
Full Job Description
Work Location:
New York, New York, United States of America

Hours:
40

Pay Details:
$29.75 - $47.75 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 Business Services Manager works closely with the assigned Wealth Market Leader(s) to manage, support and execute all business administration and service functions within the market. Facilitates communication and training for local staff and partners with the Risk team in ensuring compliance standards are met. This role also ensures the appropriate onboarding of new colleagues and works with the centralized support staff for superior execution of processes. The role also assists the management of the sales reporting for the field teams as assigned by the Wealth Market Leader.

Depth & Scope:
  • All local business administration and service functions, with focus on consistency, quality and compliance with Firm policies and procedures
  • Follows direction from WMLs and in conjunction with Shared Services, executes book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance
  • Assists in the coordination of assigned accounts for redistribution and customer retention, during instances of LOAs, territories changes, attrition
  • Expense management, including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to bank policies
  • Manages and promotes bank initiatives, projects and remediations
  • Manages and promotes locally executed Marketing initiatives
  • Collaborates with their market on the new hire process and training orientation, including coordinating operational and client service support for newly recruited sales and support staff
  • Manages service approvals, including escalations with the centralized support staff
  • Acts as liaison between the market and various bank departments as necessary
  • Manages day-to-day resolution of client service inquiries and concerns, in conjunction with the WML in special circumstances when escalated to the Market level
  • Administers other duties as assigned by the WML
  • Ensures compliance with Firm policies and procedures from an operations and service perspective/including labor and wage laws, OSHA and compliance with all labor related posters


Education & Experience:
  • A bachelor's degree with 2 years' experience or 5 years industry working knowledge
  • Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees
  • Optional Series 7, 63, 65 (or 66)
  • Other licenses as required by manager
  • Organized with strong attention to detail
  • Ability to prioritize work tasks
  • Identify issues and trends and communicate possible solutions
  • Leadership capabilities
  • Conflict resolution capabilities
  • Ability to influence groups of employees at different levels


Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
  • Domestic Travel - Occasional
  • International Travel - Never
  • Performing sedentary work - Continuous
  • Performing multiple tasks - Continuous
  • Operating standard office equipment - Continuous
  • Responding quickly to sounds - Occasional
  • Sitting - Continuous
  • Standing - Occasional
  • Walking - Occasional
  • Moving safely in confined spaces - Occasional
  • Lifting/Carrying (under 25 lbs.) - Occasional
  • Lifting/Carrying (over 25 lbs.) - Never
  • Squatting - Occasional
  • Bending - Occasional
  • Kneeling - Never
  • Crawling - Never
  • Climbing - Never
  • Reaching overhead - Never
  • Reaching forward - Occasional
  • Pushing - Never
  • Pulling - Never
  • Twisting - Never
  • Concentrating for long periods of time - Continuous
  • Applying common sense to deal with problems involving standardized situations - Continuous
  • Reading, writing and comprehending instructions - Continuous
  • Adding, subtracting, multiplying and dividing - Continuous


The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Finance & Insurance
Net Income
-$6.9 million
5 Year Trend
+6.6%
* Ladders Estimates

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