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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Institutional client relationship management, business development, and consultative sales within the Financial Services sector. Proficient in developing proposals, coordinating compliance, and delivering exceptional client service while maintaining regulatory standards.
Highest-signal resume keywords
Financial Services ExperienceActive Series 7 LicenseActive Series 63 LicenseConsultative Sales ExperienceWealth Management Business Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposal DevelopmentClient Relationship ManagementBusiness DevelopmentAccount ManagementCompliance Coordination
Soft Skills
Personalized Customer ServiceExcellent Verbal CommunicationExcellent Written CommunicationAbility to MultitaskTeam Collaboration
Tools & Technologies
Microsoft PowerPointMicrosoft ExcelMicrosoft WordAdobe ProOCMS System
Certifications & Qualifications
Series 7 LicenseSeries 63 LicenseSeries 65 (Preferred)
Industry Keywords
Institutional ClientsInvestment ManagementCorporate Trust ServicesCustody ServicesEscrow Services
About the role
Key responsibilities & impact- Serve the unique and complex needs of Institutional clients
- Partner with Institutional Relationship Managers, Institutional Investment Advisors, and specialist roles to grow the Institutional business
- Engage in business development efforts and interface with OneTD partners
- Retain and grow assigned client relationships and exceed client relationship-management expectations
- Provide front-line sales support, day-to-day account management and oversight, and excellent client service
- Support account administration and develop sales and marketing materials with Not-For-Profit SMEs and IRMs
- Support Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice SMEs, and Corporate Trust Advisors in identifying investment management and Corporate Trust needs
- Support business development efforts with OneTD partners and centers of influence
- Maintain knowledge of TD Wealth Institutional offerings, including Custody, Escrow, Investment Management, and Corporate Trust services
- Learn the OCMS system and coordinate Compliance review and approval of presentations
- Coordinate complex internal requests and information gathering for client and center-of-influence proposals
- Coordinate RFP responses and develop proposals and presentation materials
- Establish priorities and target dates to meet proposal deadlines
- Track proposals, client onboardings, and ad hoc projects and provide status updates
- Maintain a database of compliance-reviewed proposal responses and prepare quarterly statistics
- Develop and maintain a client reference list
- Print, bind, and arrange delivery of proposal submissions
- Partner with Marketing to develop sales presentations for internal partners, prospects, and centers of influence
- Execute activities in compliance with regulations, policies, procedures, and Firm requirements
- Contribute to team performance, collaboration, customer experience, and a positive work environment
- Represent TD Wealth professionally and support community initiatives
- May provide leadership, training, and guidance to team members
- Communicate project status and share information and knowledge with the team
Requirements
What you’ll need- 4-year degree; MBA or other advanced degree preferred
- 3+ years of Financial Services experience in a sales and service capacity required
- Active Series 7 and Series 63 securities licenses required
- Series 65 preferred or ability to obtain
- Consultative sales experience required
- Must attain all Continuing Education requirements
- Understanding of wealth management business development techniques, products, services, and overall industry
- Understanding of Institutional client needs and available products and services
- Ability to establish relationships and partner effectively with departments within TD Wealth and TD Bank, U.S.
- Personalized customer service skills and ability to work with a wide variety of clients
- Ability to work independently and as part of a team
- Excellent verbal and written communication skills
- Proficiency in Microsoft PowerPoint, Excel, Word, and Adobe Pro
- Ability to multitask and manage competing priorities effectively
- Experience working within a highly collaborative team environment
Benefits
Comp & perks- Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
- 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
- Reward and recognition
- Regular career, development, and performance conversations with manager
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accommodation support for applicants with disabilities