TD Securities
VP, Client Portfolio Management
TD Securities – TD Bank
Work Location:
New York, New York, United States of America
Hours:
40 hours per week
Pay Details:
$150,000 – $200,000 USD
Line Of Business:
EPOCH LLC
Job Description The VP, Client Portfolio Management (CPM) acts as a central point person to manage the interaction between the client‑facing team and the investment team for one or more Epoch or TDAM strategies. This role manages client‑facing activity regarding the given strategy, includes requests for resources and information; represents the Investment Team in business meetings; and utilizes CRM software.
Depth & Scope
Develops written investment content to address a broad array of questions including investment philosophy, process, portfolio positioning and performance.
Manages internal database of client FAQs.
Composes rationales for trades across all major strategies on an ongoing basis for client consumption.
Authors monthly and quarterly commentary for statutory and other client reporting purposes.
Manages messaging through presentation templates and marketing collateral.
Synthesizes, analyzes, and distills information from investment research meetings, internal analyst commentaries, sell‑side company and industry reports and other reports.
Conducts competitive analysis and market research, including investment analytics, for positioning strategies in sales.
Education & Experience
MBA and/or CFA preferred and a minimum of 5 years in the financial services industry.
5+ years of experience in the financial services industry required.
Customer Accountabilities
Supports the Relationship Management team in servicing and growing client relationships.
Facilitates meetings of internal stakeholders to assess, strategize, and assign accountability of tasks to complete requests.
Ensures product material is up‑to‑date and accurate; partners with marketing on notifications and guides.
Shareholder Accountabilities
Develops materials to attract, acquire and retain customers and to increase profitability.
Contributes to business objectives for operational excellence.
Supports the timely and accurate completion of business processes and procedures.
Protects the interests of the organization, identifies and manages risks, and escalates non‑standard, high‑risk transactions or activities as necessary.
Ensures documentation is accurate and consistent with relevant rules and regulations.
Identifies, suggests and actively participates in process improvement opportunities.
Actively manages relationships within and across business lines and ensures alignment with enterprise regulations.
Participates in cross‑functional enterprise initiatives as a subject‑matter expert.
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts.
Minimizes operational and regulatory risk by complying with the bank and industry Code of Conduct.
Employee/Team Accountabilities
Participates as a full team member, supports a positive work environment and timely communication of issues.
Provides thought leadership and industry knowledge, participates in knowledge transfer.
Keeps current on emerging trends and grows knowledge of business tools and techniques.
Participates in personal performance management and development activities.
Keeps others informed about project status and progress.
Contributes to team development through mentorship and sharing best practices.
Leads, motivates, and develops relationships with internal and external partners.
Contributes to a fair, positive and equitable environment supporting a diverse workforce.
Acts as a brand ambassador for the business area and the bank.
Physical Requirements
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 – Continuous
Applying common sense to deal with problems – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous
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 and stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Over 95,000 TD colleagues bring their skills, talent, and creativity to the bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
Our Total Rewards Package Total Rewards includes base salary and variable compensation, health and well‑being benefits, retirement plans, paid time off, banking benefits, career development, rewards and recognition. Eligibility for cash and/or equity incentive awards applies through incentive plans.
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 by applicable 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 USWAPTDO@td.com.
Seniority Level Executive
Employment Type Full‑time
Job Function Business Development and Sales
Industries Investment Banking
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Work Location:
New York, New York, United States of America
Hours:
40 hours per week
Pay Details:
$150,000 – $200,000 USD
Line Of Business:
EPOCH LLC
Job Description The VP, Client Portfolio Management (CPM) acts as a central point person to manage the interaction between the client‑facing team and the investment team for one or more Epoch or TDAM strategies. This role manages client‑facing activity regarding the given strategy, includes requests for resources and information; represents the Investment Team in business meetings; and utilizes CRM software.
Depth & Scope
Develops written investment content to address a broad array of questions including investment philosophy, process, portfolio positioning and performance.
Manages internal database of client FAQs.
Composes rationales for trades across all major strategies on an ongoing basis for client consumption.
Authors monthly and quarterly commentary for statutory and other client reporting purposes.
Manages messaging through presentation templates and marketing collateral.
Synthesizes, analyzes, and distills information from investment research meetings, internal analyst commentaries, sell‑side company and industry reports and other reports.
Conducts competitive analysis and market research, including investment analytics, for positioning strategies in sales.
Education & Experience
MBA and/or CFA preferred and a minimum of 5 years in the financial services industry.
5+ years of experience in the financial services industry required.
Customer Accountabilities
Supports the Relationship Management team in servicing and growing client relationships.
Facilitates meetings of internal stakeholders to assess, strategize, and assign accountability of tasks to complete requests.
Ensures product material is up‑to‑date and accurate; partners with marketing on notifications and guides.
Shareholder Accountabilities
Develops materials to attract, acquire and retain customers and to increase profitability.
Contributes to business objectives for operational excellence.
Supports the timely and accurate completion of business processes and procedures.
Protects the interests of the organization, identifies and manages risks, and escalates non‑standard, high‑risk transactions or activities as necessary.
Ensures documentation is accurate and consistent with relevant rules and regulations.
Identifies, suggests and actively participates in process improvement opportunities.
Actively manages relationships within and across business lines and ensures alignment with enterprise regulations.
Participates in cross‑functional enterprise initiatives as a subject‑matter expert.
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts.
Minimizes operational and regulatory risk by complying with the bank and industry Code of Conduct.
Employee/Team Accountabilities
Participates as a full team member, supports a positive work environment and timely communication of issues.
Provides thought leadership and industry knowledge, participates in knowledge transfer.
Keeps current on emerging trends and grows knowledge of business tools and techniques.
Participates in personal performance management and development activities.
Keeps others informed about project status and progress.
Contributes to team development through mentorship and sharing best practices.
Leads, motivates, and develops relationships with internal and external partners.
Contributes to a fair, positive and equitable environment supporting a diverse workforce.
Acts as a brand ambassador for the business area and the bank.
Physical Requirements
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 – Continuous
Applying common sense to deal with problems – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous
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 and stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Over 95,000 TD colleagues bring their skills, talent, and creativity to the bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
Our Total Rewards Package Total Rewards includes base salary and variable compensation, health and well‑being benefits, retirement plans, paid time off, banking benefits, career development, rewards and recognition. Eligibility for cash and/or equity incentive awards applies through incentive plans.
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 by applicable 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 USWAPTDO@td.com.
Seniority Level Executive
Employment Type Full‑time
Job Function Business Development and Sales
Industries Investment Banking
#J-18808-Ljbffr