Financial Services Market Manager - West Palm Beach, FL

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Job Description:

The Financial Services Market Manager (FSMM) champions the Wealth business line within designated retail markets by fostering engagement and partnership activity. This role is responsible for driving qualified wealth referrals and introductions that result in booked assets, a combination of investment and insurance products, delivered through a holistic planning approach by Financial Advisors and high net worth (HNW) Investment Advisors.

The FSMM role is responsible for developing and implementing plans and programs that create opportunities for partners and managers to acquire new clients and expand business with existing clients. This role is responsible for building positive relationships with the retail bank, senior leadership, and business development executives which happens through regularly scheduled, intentional touchpoints to review activities and results. This role is responsible for leveraging retail opportunities to achieve designated market goals, specifically net portfolio growth (NPG) and solutions & referrals (SR). The FSMM ensures that retail is informed about how the wealth partnership impacts other key performance indicators such as retention, deposit growth, LEI, etc. Similarly, this role is responsible for advising all pertinent wealth distribution roles such as the Wealth Market President (WMP/WML), Regional Sales Managers (RSM), Financial Advisor Managers (FAM), Financial Advisors (FA), and Relationship Managers (RM) on all matters that are relevant to retail such as campaigns and initiatives as well as providing best practices to coach Retail. This is done through one-on-one and group forums.

This role focuses on two marquee subsets of their market including Next Generation Stores (NGS) and TD Premier (TDP) Stores. There is a more frequent cadence of communication and in-Store presence in these two subsets.

Depth & Scope:

• Develops and delivers wealth-related content for all monthly retail leadership meetings including regional Store Manager meetings, Retail Market Manager meetings, and Market President meetings; average 6-8 per month

• Creates and delivers content on market-wide Financial Advisor and Relationship Manager Sales Calls and Execution calls; average 4-6 per month

• Drives the Wealth and Retail agenda across local markets by executing key initiatives - #Be Legendary, TAG Routine, Salesforce competencies, Insights, CFA adoption and related growth strategies

• Creates internal content (i.e., one-pagers) to support partnership, clarify priorities, and delivers consistent messaging across Retail and Wealth teams

• Provides regular and timely progress reports summarizing business results, key activities, and forward-looking action plans for Retail and Wealth Leadership

• Constantly engages and communicates to retail teams how wealth solutions can solve for client issues, accelerate the business, motivate and encourage successful behaviors that drive high-quality referrals and outcomes

• Organizes and runs "Sales Leader Meetings", to develop retail colleagues, subordinate to SMs, into senior sales leaders, a pipeline for future Premier Bankers and ultimately Financial Advisors

• Leads corrective course meetings with leadership of stores, regions, and markets where an improvement in performance and/or engagement is needed

• Responsible for Next Generation Store launches and on-going facilitation of bi-weekly accountability calls for NGS locations where the audience includes the RMM, SMs, FAs, and FAM

• Conducts monthly 1:1 production reviews with RMMs and Retail Market Presidents focusing on priority metrics: referrals to goal, NPG to goal, qualified rates, Insights, CFAs, and related KPIs

• Monitors market-level performance against referral and sales expectations

• Serves as a strategic partner to the Premier Bankers (TD Premier) ensuring positive engagement between SM and FA partners

• Collaborates with Store Management and TD Premier Leadership to drive deposit and investment NPG through best-practice sharing, activation of customer-engagement essentials, and execution of proven partnership models

• Scope is not limited to the above

Education & Experience:

• Bachelor's Degree or equivalent experience

• 5+ years of financial services industry experience

• Licenses or registrations preferred: Life/Health, Series 7, 65 or 66, and 24

• Established understanding of Wealth and Retail banking business lines

• Proven track record of sales management success in a similar environment

• Proven ability to influence Sr. Leadership

• Proven ability to work independently and within a team

• Possesses a strong desire to win

• Excellent verbal and written communication skills

• Positive persuasion management skills

• Strong relationship building and selling skills

• Detail oriented, well organized, self-starter, with a high energy level and creative problem-solving abilities

• Ability to work in a challenging and collaborative work environment

• Ability to travel within assigned Market; about 80% of time

Customer Accountabilities:

• Understands and supports the Bank's Customer Service Strategy

• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders

• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity

• Models quality service delivery at every interaction

• Leads and contributes to the ongoing improvement of the partner / Customer experience

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected]. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.