TD Securities · 1 day ago
Director - Commercial Card Client Success Lead, TD Securities
New York, NY
Full-time
Onsite
Mid, Senior Level
$138K/yr - $250K/yr
7+ years expTD Securities is a leading provider of capital markets products and services. The Commercial Card Client Success Lead is responsible for overseeing the Client Success team, driving client engagement and operational performance, and expanding the client base through innovative solutions.
BankingFinanceFinancial Services
Responsibilities
Oversee and manage the Client Success team, ensuring high performance and continuous development
Act as an industry consultant by critically evaluating legacy processes and established practices, offering strategic insights into sector operations, and proactively challenging the status quo to drive innovation and operational efficiency
Deliver comprehensive product training and engaging demonstrations to clients and Relationship Managers, while also educating and coaching internal teams to effectively identify and capitalize on sales opportunities
Oversee the management of top-tier clients, maintaining and growing existing programs by acting as the primary point of contact and ensuring exceptional client satisfaction
Collaborate closely with Sales Officers, Relationship Managers, and Account Managers to deliver high-end sales pitches and actively participate in strategic client discussions
Monitor and analyze portfolio performance, providing actionable insights and recommendations to support growth and optimization initiatives
Monitor and report on key performance indicators (KPIs), using data-driven approaches to inform decision-making and support continuous improvement
Collaborate with internal teams to incorporate client feedback into process improvements
Stay updated with industry trends and best practices to offer relevant advice and solutions
Lead meetings to understand customers’ needs and develop business relationships within client accounts
Analyze industry trends and competitor activities to inform product development
Qualification
Required
Bachelor degree in Business/Accounting/Financial Management
7+ years of commercial card experience
7+ years of sales and relationship management experience
Proven experience in account management, product sales, supplier enablement and similar roles
Proven track record in selling One Card and Virtual Cards
Analytical mindset with the ability to interpret data and make informed decisions
High levels of social perceptiveness and excellent verbal, written, and interpersonal communication skills
Excellent communication, presentation, and negotiation skills
Subject Matter Expert (SME) in end-to-end virtual card solutions
Skilled in engaging customers to understand their banking needs
Ability to work collaboratively with cross-functional teams
Preferred
Experience in the financial technology (FinTech) industry
Payment Industry accreditations
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
2026-01-06
Company data provided by crunchbase