TD · 2 hours ago
Regional Sales Manager - Boston, MA
Boston, MA
Full-time
Onsite
Senior Level
$149K/yr - $223K/yr
7+ years expTD is one of the world's leading global financial institutions, and they are seeking a Regional Sales Manager to oversee teams of Wealth Professionals. The role involves managing day-to-day activities, coaching team members, and driving sales initiatives to meet the needs of High Net Worth clients.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
Responsible for direct supervision of RMs and IAs
Responsible for hiring, on-boarding, and managing and directing the efforts and performance of RMs and IAs in an assigned geographic region(s) / territory(s) and for the licensing, training, and coaching of these employees individually and as a team
Responsible for compliance with all regulatory requirements applicable to their teams generally in in the execution of their duties as advisors
The RSM will increase referral activity from AMCB (both Retail and Commercial) by inspiring confidence in Partners that their referrals will receive exceptional advice and service
The RSM will increase appropriate sales of HNW solutions and overall productivity through active coaching and effective business management
The RSM is accountable for achieving sales and revenue goals assigned to the Market
The RSM will work with the WMP and AMCB leaders to align Store coverage to best meet the needs of the Market
The RSM will develop a strong relationship with colleagues in Wealth, Retail, and other internal/external business partners, and will leverage these networks to provide training, sales ideas, and other instruction to help the RM and IA teams grow client relationships, client balances, revenue and take Market share
The RSM executes high impact sales initiatives, capabilities coaching sessions, marketing programs and other efforts to support RM and IA teams
The RSM continuously assesses the performance of RM and IA teams relative to the opportunity they have and effectively communicates strengths and opportunities to the RM and IA teams
Provides insights to local competitive intelligence and market share analysis
Teams with business development executive to launch campaigns that effectively generate leads and opportunities
The RSM brings a financial planning approach to the execution and delivery of HNW solutions and effectively coaches RM and IA teams to execute accordingly
The RSM works collaboratively with Wealth Partners to support the administration and supervision of the HNW activity
The RSM works collaboratively with the Client Support Partners to delivery exemplary service to clients
The RSM build a collegial environment that is conducive to long term employee and client relationships
The RSM supports operational excellence, strong controls, and an appropriate approach to risk management, demonstrating the ownership of risk within the business and its leaders
The RSM understands that extensive travel within the Market is required
Qualification
Required
Bachelor's degree or equivalent experience
7+ years related experience including advisory sales and sales leadership
Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24
Excellent communication skills
Proven people management skills
Previous sales/leadership experience
Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
Demonstrated experience performing complex financial, statistical, and budgetary analyses
Ability to travel within assigned Market – approximately 75% of time
Driver's License required
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
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
Senior Vice President Technology and Data Risk Management
Recent News
2026-01-24
2026-01-24
Company data provided by crunchbase