TD Bank

Client Outreach & Capabilities Strategy, Sr Manager

TD Bank$115K — $186K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree required
  • 10+ years relevant experience required
  • Proven experience developing client engagement and outreach strategies preferred
  • Familiarity with Salesforce and CRM technologies preferred
  • Strong analytical and strategic thinking skills preferred

Responsibilities

  • Oversee and lead a complex business management function
  • Develop and implement a holistic strategy for business management
  • Facilitate strategic discussions with executive audiences
  • Forecast and coordinate prioritization of programs with key stakeholders
  • Ensure compliance with internal and external requirements

Benefits

  • Comprehensive health and well-being benefits
  • Flexible paid time off including vacation and holidays
  • Access to career development and mentoring programs
  • Eligibility for cash and equity incentive awards
  • Banking benefits and discounts
Full Job Description
Work Location:
Mount Laurel, New Jersey, United States of America

Hours:
40

Pay Details:
$115,440 - $186,160 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:
Business Management, Strategy & Support
Job Description:

The Retail Solutions Effectiveness team is accountable for defining and leading sales solutions design strategy across the retail bank. The team will be responsible for delivering an end-to-end sales journey and sales effectiveness strategy to optimize sales performance, drive consistency, and strengthen client relationships. Our work enables Retail colleagues to operate with clarity, confidence, and a customer first mindset. Our Sr. Manager role will develop & execute end-to-end client outreach strategy.

The Senior Manager, Business Management oversees and leads a large and/or highly complex, and diverse business management function for an area of significant risk, complexity or scope usually involving medium to long term planning, ensuring an integrated approach with other business management areas, broader organization, and enterprise as appropriate.

Depth & Scope:
  • Oversees and leads a large and/or highly complex, and diverse business management function for an area of significant risk, complexity or scope
  • Strategic partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing and anticipating emerging trends and; identifying operational efficiencies and opportunities with other business management / enterprise areas
  • Facilitates key strategic discussions and provide thought leadership to executive audience (output may include strategic roadmap and/or deliverables/ frameworks/ short to long term goals etc.)
  • Sets operational team direction and collaborate with others to execute on common goals
  • Focus on longer-range planning for functional area (e.g. 12 months or greater)


Education & Experience:
  • Undergraduate degree
  • 10+ years relevant experience
  • Demonstrated experience developing and scaling client engagement, CRM, marketing, sales, or outreach strategies that drive business growth and client acquisition (Preferred)
  • Strong understanding of customer journeys and client experience across retail, digital, and omnichannel environments (Preferred)
  • Experience leveraging client data, segmentation methodologies, and prioritization frameworks to optimize engagement strategies and improve business outcomes (Preferred)
  • Familiarity with Salesforce and related CRM technologies, including experience supporting client management, sales enablement, or marketing initiatives (Preferred)
  • Proven ability to influence and partner with senior stakeholders, translating strategic objectives into actionable plans, roadmaps, and measurable results (Preferred)
  • Strong analytical and strategic thinking skills, with the ability to identify opportunities, evaluate performance metrics, and drive continuous improvement (Preferred)


Customer Accountabilities:
  • Develops, communicates and implements a holistic strategy for own specific business management function in support of and integrated with the overall business strategy
  • Oversees / leads / manages and plans a work activities that may require alignment across multiple areas
  • Leads the team in the development and/or integrated implementation of policies / processes / procedures / changes across multiple functional areas
  • Leads partner to management and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management
  • Acts as a strategic partner by leading relationships with key enterprise partners and interfacing with respective leadership team to effectively manage own business management area and clarify scope of accountabilities while influencing and aligning others as needed
  • Ensures an integrated and aggregated view of all related activities across the overall function providing escalations, recommendations, and decision support to leadership.
  • Forecasts programs / initiatives and demand, and coordinate prioritization of the portfolio/ initiatives with key stakeholders
  • Provides functional / business level communications to ensure messages to stakeholders and/or employees are consistent, appropriate and aligned to business strategies and executive management direction


Shareholder Accountabilities:
  • Ensures team adheres to enterprise frameworks and methodologies related to overall business management activities
  • Leads relationships with corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
  • Supports team in staying knowledgeable on emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank
  • Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders and business management where required
  • Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite
  • Identifies, mitigates and reports on risk issues per enterprise policy / guidelines and ensures appropriate escalation processes are followed
  • Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets).
  • Works closely with key business leaders to optimize TDBGs resources and leverage TDs operating model to maximize efficiency, effectiveness and scale
  • Leads or contributes to cross-functional / enterprise initiatives as an organizational or subject matter expert helping to identify risk / provide guidance for complex situations
  • May lead relevant governance meetings or committees and related deliverables / outcomes representing the business on governance and control issues
  • Manages oversight process, risk-based identification and monitoring of related risks and regulatory compliance across the supported functions, while ensuring key controls and processes are effectively managed
  • Oversees or leads the facilitation and/or implementation of action/remediation plans to address performance/risk/governance issues


Employee/Team Accountabilities:
  • Responsible for management of the overall team(s) providing both leadership and guidance
  • Sets targets and objectives for the team, and deliver results
  • Grows team expertise to align with enterprise demand and the Bank's direction; assess team skills and capabilities and continually looks for ways to provide and enhance the value delivered
  • Fosters an environment / culture that encourages productivity, innovation, process improvement, teamwork and a high level of professionalism
  • Co-ordinates necessary resources to ensure completion by deadlines
  • Provides coaching, development, succession, recruitment, resource management and overall team leadership for team members and provide regular input into team members assessment of performance and development plans
  • Prioritizes and manages own workload in order to deliver quality results and meet timelines
  • Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
  • Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
  • Establishes effective relationships across multiple business and technology partners, program and project managers
  • Participates in knowledge transfer within the team and business units


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.

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

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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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.

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
Net Income
-$6.9 million
5 Year Trend
+6.6%

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