Execute and convert the franchise application process- review due diligence, legal documents, budgets and proforms and coordinate the timely movement of documents to the senior vice president for corporate processing and approvals.
Responsible for growing an assigned practice of affluent clients through identifying value added products, services and solutions. Identify and consolidate client assets held outside of TD Ameritrade and develop additional business through client referral.
Communicates and coordinates with technology and business functional groups to specify hardware, software and network connectivity for production and test environments.
Prepare and manage the contract item's list for all components, materials, and systems to ensure that all ROJ dates are in compliance with the project schedule with the appropriate approval status.
Ensures accurate system documentation (including policies and procedures), SLA agreements, audit readiness, and an effective disaster recovery process.
Our Technology teams develop a wide range of applications and solutions that enable next-generation commerce and create the infrastructure of the global commerce ecosystem. They also ensure that our data remains secure through their work in cyber-security.
Responsible for managing major, highly complex project initiatives which have significant financial impact and involves significant internal and/or external resources within an assigned function.
Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm.
Collaborates with internal & external stakeholder to develop, implement, and lead sales & marketing programs that attract key BenAdmin partners and enable distribution partners to drive account growth & retention.
Establish and maintain an integrated architectural framework across the firm's application environment to ensure application, information and infrastructure integration work effectively and efficiently, enhancing security, reliability and availability.
Works with developers, stakeholders, and senior management to coordinate resolution of issues related to functionality that does not meet intended requirements; negotiates commitments by facilitating communication between developers and stakeholders at various levels of the organization.
Work in partnership with full-line Account Executives, Cassling PSE's, Sales Management and others in a collaborative team atmosphere to drive product revenues.