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TD · 18 hours ago

Financial Services Market Manager - West Palm Beach, FL

West Palm Beach, FL

Full-time

Onsite

Mid, Senior Level

$91K/yr - $136K/yr

5+ years exp

TD is one of the world's leading global financial institutions, and they are seeking a Financial Services Market Manager to champion the Wealth business line within designated retail markets. This role is responsible for driving wealth referrals and fostering partnerships to enhance client acquisition and business expansion.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Champions the Wealth business line within designated retail markets by fostering engagement and partnership activity

Responsible for driving qualified wealth referrals and introductions that result in booked assets, a combination of investment and insurance products, delivered through a holistic planning approach by Financial Advisors and high net worth (HNW) Investment Advisors

Develops and implements plans and programs that create opportunities for partners and managers to acquire new clients and expand business with existing clients

Builds positive relationships with the retail bank, senior leadership, and business development executives through regularly scheduled, intentional touchpoints to review activities and results

Leverages retail opportunities to achieve designated market goals, specifically net portfolio growth (NPG) and solutions & referrals (SR)

Ensures that retail is informed about how the wealth partnership impacts other key performance indicators such as retention, deposit growth, LEI, etc

Advises all pertinent wealth distribution roles such as the Wealth Market President (WMP/WML), Regional Sales Managers (RSM), Financial Advisor Managers (FAM), Financial Advisors (FA), and Relationship Managers (RM) on all matters that are relevant to retail such as campaigns and initiatives as well as providing best practices to coach Retail

Develops and delivers wealth-related content for all monthly retail leadership meetings including regional Store Manager meetings, Retail Market Manager meetings, and Market President meetings; average 6-8 per month

Creates and delivers content on market-wide Financial Advisor and Relationship Manager Sales Calls and Execution calls; average 4-6 per month

Drives the Wealth and Retail agenda across local markets by executing key initiatives - #Be Legendary, TAG Routine, Salesforce competencies, Insights, CFA adoption and related growth strategies

Creates internal content (i.e., one-pagers) to support partnership, clarify priorities, and delivers consistent messaging across Retail and Wealth teams

Provides regular and timely progress reports summarizing business results, key activities, and forward-looking action plans for Retail and Wealth Leadership

Constantly engages and communicates to retail teams how wealth solutions can solve for client issues, accelerate the business, motivate and encourage successful behaviors that drive high-quality referrals and outcomes

Organizes and runs 'Sales Leader Meetings', to develop retail colleagues, subordinate to SMs, into senior sales leaders, a pipeline for future Premier Bankers and ultimately Financial Advisors

Leads corrective course meetings with leadership of stores, regions, and markets where an improvement in performance and/or engagement is needed

Responsible for Next Generation Store launches and on-going facilitation of bi-weekly accountability calls for NGS locations where the audience includes the RMM, SMs, FAs, and FAM

Conducts monthly 1:1 production reviews with RMMs and Retail Market Presidents focusing on priority metrics: referrals to goal, NPG to goal, qualified rates, Insights, CFAs, and related KPIs

Monitors market-level performance against referral and sales expectations

Serves as a strategic partner to the Premier Bankers (TD Premier) ensuring positive engagement between SM and FA partners

Collaborates with Store Management and TD Premier Leadership to drive deposit and investment NPG through best-practice sharing, activation of customer-engagement essentials, and execution of proven partnership models

Qualification

Financial services experienceSales management successWealthRetail bankingLife/Health licenseSeries 7 licenseSeries 6566 licenseSeries 24 licenseCommunication skillsRelationship building skillsCreative problem-solvingTeam collaborationDetail orientedSelf-starterPositive persuasion