Practice Management Consultant
| Company | TD Bank |
|---|---|
| Location | Manchester, NH, USA, Greenville, SC, USA, Plainview, NY, USA, Mt Laurel Township, NJ, USA, White Plains, NY, USA, Portland, ME, USA, Sarasota, FL, USA |
| Salary | $86840 – $139360 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Undergraduate degree/ college diploma preferred; and/or,
- 4-7 years client facing experience as a financial advisor and/or manager and/or experience with wealth practice management resources
- Knowledge and experience with financial planning concepts, products, sales process (EQ- Behavioral Finance)
- FINRA license required (65, and/or 6, and/or 7, and/or equivalent)
- Demonstrates the ability to engage diverse audiences effectively in learning and coaching environments.
- Strong presentation and facilitation skills, with the ability to simplify complex concepts.
- Exceptional organizational skills, with attention to detail and follow-through.
- Ability to communicate clearly and effectively across all levels of the organization.
- Collaborative mindset with strong interpersonal and relationship-building skills.
- Ability to influence and engage senior-level advisors, managers and executives with high levels of trust and credibility.
- Strong collaboration skills with the ability to work across functions and levels.
- Comfort with ambiguity, complexity, and managing change.
Responsibilities
- Takes a One TD approach to delivery of Wealth Practice Management for Advisor and Manager support including advanced development and coaching
- Ensures common content and resource structures are leveraged consistently and to the greatest extent possible, supporting customization where there is a validated business need
- Leads front office practice management and/or complex business specific initiatives small to large scale and strategic in nature
- Manages deliverables across multiple Practice Management areas from simplistic to complex needs through evaluation and analysis of business requirements
- Makes comprehensive recommendations aligned to multi business and/or organizational needs to enhance advisor production and manager supporting resources
- Top level consultant role with expertise in managing business partner relationships at all levels
- Provides deep subject matter expertise and knowledge of external best practices, emerging trends, and vendors
- Acts as a subject matter expert in financial planning concepts and demonstrates advanced proficiency in client lifecycle management to support client facing associates
- Stays current in development and evaluation of program needs
- Role requires knowledge and expertise across areas of advisor sales process, support, business management, and manager resources
- Manages projects to deliver timely, high quality consistent, creative, leading-edge practice management solutions that positively impact advisor growth and TD Wealth metrics
- Collaborates and consults with Business Partners to make best decisions on business recommendations
- Consistently builds out the wealth practice management capabilities to support a center of expertise utilizing in-person and digital platforms
- Provides coaching to advisors and managers in conjunction with the Internal Wholesaling team and segment leads
- Champions and owns, in partnership with National Sales, delivery and consistent use of best-in-class practices, processes and measures
- Partners with Wealth Business Partners, Leadership and enterprise Learning Business Partners and others to ensure effective and timely business subject matter expert support
- Conducts post implementation reviews against critical success factors and incorporates the lessons learned into subsequent projects/programs
- Works with regional and market leadership to identify needs, understand priorities, solve problems, and improve employee productivity for both Advisors and Sales Managers
- Identifies opportunities for integration objectives and practices within other business units at TD
- Collaborates with senior leadership to anticipate needs, gather requirements, and benchmark industry trends
- Leverages data to design and deliver programs that drive measurable performance improvement and customer outcomes
- Utilizes KPIs to measure effectiveness of program(s)
- Ensures optimal deployment of resources to meet the needs of the business
- Proactively looks for ways to enhance the advisor and manager experience
- Ensures common content and learning structures are leveraged.
Preferred Qualifications
- Undergraduate degree/ college diploma preferred; and/or,
- 4-7 years client facing experience as a financial advisor and/or manager and/or experience with wealth practice management resources.