TD Securities · 1 month ago
Wealth Lending Product Delivery Manager I
Buffalo-Niagara Area
Full-time
Onsite
Senior Level
$87K/yr - $130K/yr
7+ years expTD Securities is one of the world's leading global financial institutions, and they are seeking a Wealth Lending Product Delivery Manager I to oversee day-to-day management and delivery of assigned products within the bank’s lending portfolio. The role focuses on securities-based lines of credit products and involves collaboration with various internal and external stakeholders to enhance customer experience and achieve business goals.
BankingFinanceFinancial Services
Responsibilities
Oversee day-to-day management and delivery of assigned products, including product performance and strategic enhancements for the bank’s lending portfolio
Serve as the primary liaison between internal stakeholders and external stakeholders including third-party partners and fintech(s)
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
Oversee 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
Be accountable for business results and product sales, working with Acquisition teams to ensure widget and volume targets are met
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
Ensure the clear and effective delivery of products and services to the customer
Act as a Subject Matter Expert for product-related inquiries
Liaise with partners to understand industry and customer trends; analyze challenges and identify areas of opportunity through customer research, focus groups, and external secondary research
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
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., creates and delivers business cases to achieve strategic business results
Support Senior Management as a subject matter expert for the product(s) portfolio through all forms of written and verbal presentations
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
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
Participate and collaborate on initiatives with internal and external service providers to ensure the product meets TDBG objectives and standards
Identify and manage risks 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
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
5001-10000 employees
H1B Sponsorship
TD Securities 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
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-01-14
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