Epoch Investment Partners, Inc.
VP, Client Portfolio Management
Epoch Investment Partners, Inc., New York, New York, us, 10261
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 strategy. This role manages client-facing activity in regards to the given strategy, including requests for resources and information; Likewise, represents views of the Investment Team in business meetings; Includes utilization of CRM Software.
Depth & Scope :
Develops written investment content to address a broad array of questions including on investment philosophy and process, and 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 Evestment analytics, for positioning strategies in sales
Education & Experience :
MBA and / or CFA preferred and a minimum of 5 years' experience in the financial services industry
5+ years' 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 / guides
Shareholder Accountabilities :
Develops materials to attract, acquire and retain customers and to increase profitability and enable business growth
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 / activities as necessary
Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identifies, suggests and actively participates in process improvement opportunities
Actively manages relationships within and across various business lines / corporate and / or control functions and ensures alignment with enterprise and / or regulatory requirements
Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee / Team Accountabilities :
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
Provides thought leadership and / or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
Keeps current on emerging trends / developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area / function and the bank, both internally and / or externally
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.
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 deliver legendary customer experiences to 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 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.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
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 . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
#J-18808-Ljbffr
Depth & Scope :
Develops written investment content to address a broad array of questions including on investment philosophy and process, and 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 Evestment analytics, for positioning strategies in sales
Education & Experience :
MBA and / or CFA preferred and a minimum of 5 years' experience in the financial services industry
5+ years' 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 / guides
Shareholder Accountabilities :
Develops materials to attract, acquire and retain customers and to increase profitability and enable business growth
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 / activities as necessary
Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identifies, suggests and actively participates in process improvement opportunities
Actively manages relationships within and across various business lines / corporate and / or control functions and ensures alignment with enterprise and / or regulatory requirements
Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee / Team Accountabilities :
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
Provides thought leadership and / or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
Keeps current on emerging trends / developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area / function and the bank, both internally and / or externally
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.
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 deliver legendary customer experiences to 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 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.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
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 . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
#J-18808-Ljbffr