TD · 4 months ago
Wealth Lending Product Delivery Manager I
1 Vanderbilt Avenue Corporate, New York, New York
Full-time
Onsite
Senior Level
$87K/yr - $130K/yr
7+ years expTD Bank is one of the world's leading global financial institutions, and they are seeking a Wealth Lending Product Delivery Manager I. This role involves overseeing the day-to-day management and delivery of assigned wealth lending products, serving as the primary liaison between various stakeholders, and ensuring product performance and strategic enhancements.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Oversee day-to-day management and delivery of assigned products, including product performance and strategic enhancements for the bank’s lending portfolio
Manage the development, prioritization, and execution for both strategic and tactical initiatives related to the ongoing development and support of the wealth lending products, platforms and solutions
Act as a Subject Matter Expert for the securities-based line of credit product and requires a foundation in the management of lending products, technology, and credit in addition to having sales acumen
Manage the end to end management of assigned products, services and programs including features, benefits and characteristics that meet customer needs and are priced to meet the Bank's profit and loss objectives
Act as a source for innovation led through customer insights and creating a better customer experience with a particular product
Accountable for business results and product sales, working with Acquisition teams to ensure widget and volume targets are met
Provide expertise and advice on unique distribution issues (i.e. primarily 3rd party channels) for niche/customized products/segments
Solve or may lead others to solve complex problems; lead efforts or partner with others to develop new solutions
Develop and maintain a robust understanding of the regulatory requirements, customer, market, and industry to deliver product and process innovation to improve the value proposition
Develop and implement products/policies and procedures in such a way that it enhances the end to end customer experience (including training, enhancement and irritant reduction) while achieving business objectives
Oversee and ensure the clear and effective delivery of products and services to the customer
Liaise with partners (i.e. Marketing, Phone Channel, Retail) to understand industry and customer trends; Analyze challenges and identify areas of opportunity through customer research, focus groups, and external secondary research; Facilitate ideation sessions and build necessary business cases for NPD, identifying solutions and building stronger plans for growth
Build and maintain effective relationships with sales distribution, key internal stakeholders and/or external partners to ensure that customer needs are considered in strategic decisions and in the development of options, solutions and alternatives
Lead and facilitate problem solving sessions with partners and vendors
Design end to end process for development, implementation, use, reporting and feedback on developed products and segments
Direct and coordinate market research to determine underlying customer needs – input to development process
Participate in the day to day management of the product(s), identifying and implementing product features and enhancements, providing business case support of recommendations and assisting in the strategic development of new initiatives
Deliver financial results for the product/product suite via operation of all available levers: pricing, margin, volume etc., create and deliver business cases to achieve strategic business results (acquisition, retention, customer experience, engagement and market share)
Support Senior Management as a subject matter expert for the product(s) portfolio through all forms of written and verbal presentations, (product reviews, planning and forecasting, strategic review sessions)
Conduct ongoing industry and competitive analysis to obtain market insights and ensure Acquisition Teams are kept informed of matters to be competitive and win in the marketplace
Keep current on emerging trends/developments and grow knowledge of the business, related tools and techniques
Refine product management strategies through detailed analysis of the P&L, ongoing competitive research and review of marketing/risk management tactics
Ensure effective product policies and processes are established to support business processes align with risk appetite
Oversee product management deliverables within budget and as per the approved product plan, working with business partners to develop the content of those deliverables
Champion the development of the annual business plan and the monthly/quarterly forecast process
Contribute to and support partner led projects as identified
Participate and collaborate on initiatives with internal and external service providers (IT, operations, legal, compliance, marketing etc.) to ensure the product meets TDBG objectives and standards
Identify and manage risks (market, credit, operational) associated with the product/segment
Develop/maintain productive working relationships with distribution channel owners
Qualification
Required
Undergraduate degree or product management certificate and/or
7+ years relevant experience
Previous Product experience typically required
Advanced knowledge of and ability to conduct product research, product analysis and development, forecasting, pricing, competitive intelligence
Knowledge of current and emerging competitor and market trends
Ability to lead, plan, implement and evaluate program/project activities to ensure completion of product initiatives
Ability to forecast and contribute to strategic direction of the product management function and provide advice to senior leadership
Ability to communicate effectively in both oral and written form
Ability to work collaboratively and build relationships across teams and functions
Ability to work successfully as a member of a team and independently
Ability to exercise sound judgement in making decisions
Ability to analyze, organize and prioritize work while meeting multiple deadlines
Skill in preparing and managing budgets and P&L
Knowledge of and/or skill in using analytical software tools, data analysis methods and reporting techniques
Skill in using computer applications including MS Office
Ability to handle confidential information with discretion
Benefits
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
Company
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
10001+ employees
H1B Sponsorship
TD has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
$65MKey Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M
Leadership Team
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
F
Foster Glenn
SVP, Chief Information Security Officer
Recent News
2026-01-11
Winnipeg Free Press
2026-01-09
2026-01-06
Company data provided by crunchbase