Work Location:
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$250,000 - $250,000 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.
Job Description:
Reporting to the Head of Business Management for Global Research, the Director - Global Research Business Management at TD Securities is responsible for driving strategic initiatives across Global Research, with a particular focus on AI technology enablement, data productization, and client strategy.The successful candidate will act as a key partner to Global Research, Technology, and Sales teams to enhance tech platform capabilities and usage in workflow, unlock the value of proprietary data assets, own strategy for client data access and monetization, and strengthen client engagement across the franchise through implementation of more systematic approaches to analytics and tracking.
The Director Trading Business Management TDS is responsible for the planning, direction, and coordination of trading operations within The Bank. This position is also responsible for overseeing the development of policies and procedures.
Key Responsibilities:
- Global Research Technology Leadership
- Serve as the business lead for core Global Research technology platforms, including AI and CRM tools and analytics platforms
- Act as the primary liaison with Technology teams within TD Securities and TD Bank to define requirements, prioritize enhancements, and influence product roadmaps
- Drive optimization of Global Research workflows with an emphasis on AI tools and efficiency
- Play a lead role in the development and execution of the Global Research AI strategy, including:
- Identifying and prioritizing AI tools and use cases
- Driving adoption of AI-enabled tools to enhance analyst productivity and client insights
- Partnering with Technology and Vendor Management to onboard and implement scalable AI vendor solutions
- Global Research Data Productization
- Help lead the development and execution of strategies to commercialize and scale Research data assets
- Identify and package high-value datasets into structured, marketable products
- Partner with Legal and Compliance to ensure appropriate use and distribution of data
- Collaborate with Sales & Trading to integrate data products into client offerings and drive revenue growth
- Establish metrics to track product adoption, usage, and financial performance
- Client Strategy & Engagement
- Help develop and execute the Global Research client strategy, including segmentation, targeting, and coverage models
- Develop enhanced tools and tracking to leverage broker vote data and drive performance in client broker vote rankings
- Analyze client behavior and engagement trends to inform strategic decisions
- Deliver management reporting on client engagement, performance metrics, and competitive positioning
Depth & Scope:
- Oversees the development and execution of strategic planning for unit
- Oversees program and project level forecasting and tracking
- Directs the communication of financial policies and procedures
- Manages monthly forecasting and client chargeback process
- Oversees the annual budget process
- Manages the headcount / resource process
- Leads and oversees the end-to-end delivery of requirements throughout the lifecycle of large scale/complex projects or programs requiring a cohesive approach to broad business solutions with full traceability to realize project benefits
- Provides advisory support, leadership direction and guidance to assigned Business Analyst resources, stakeholders an executives of the projects and/or program across multiple Lines of Business (LoB)
Education & Experience:
- Bachelors degree or progressive work experience in addition to experience below
- 7+ Years of related experience
- Strong project management skills
- Strong leadership, interpersonal and relationship-building skills are required
- Excellent analytical skills
- Excellent Microsoft Office skills in particular Excel
- Presentation skills required
- Strong team player and who can work in cross-organization situations
- Highly effective written and oral communication skills; excellent organizational skills
Preferred Qualifications:
- Specific experience in Global Research operations, workflows, and distribution models is a plus
- Experience in technology platform management, AI strategy, data strategy, or client/coverage strategy
- Proven ability to lead cross-functional initiatives and influence senior stakeholders
- Strong analytical, problem-solving, project management, and communication skills
- Ability to work in a fast-paced environment and to maintain an owner's mentality
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.
