Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web. Les témoins essentiels soutiennent les fonctionnalités de base du site, la sécurité et la protection des renseignements personnels. Ils restent activés à moins que vous les désactiviez dans les paramètres de votre navigateur. Si vous choisissez de désactiver les témoins essentiels, certaines fonctionnalités du site Web pourraient ne pas fonctionner comme prévu, ce qui pourrait nuire à votre expérience. Les témoins non essentiels recueillent certains renseignements sur votre utilisation de notre site Web, qui fournissent des données supplémentaires et peuvent également être utilisés par des tiers à leurs propres fins et conformément à leurs politiques en matière de protection des renseignements personnels et de témoins. Les témoins non essentiels demeurent désactivés, à moins que vous choisissiez de les accepter. Pour obtenir de plus amples renseignements, consultez notre **.****Work Location:**Boston, Massachusetts, États-Unis d'Amérique**Hours:**40**Pay Details:**$148,720 - $223,080 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.**Line of Business:**Gestion de patrimoine TD**Job Description:**The Regional Sales Manager – Private Client (RSM) is responsible for the direct management of teams of Wealth Professionals (Relationship Managers (RM) and Investment Advisors (IA)), who work collaboratively and with additional Partners to meet or exceed the expectations and needs of High Net Worth (HNW) clients in a Market.The key objectives of this job include hiring, on-boarding and direct coaching, management and supervision of the day to day activities and performance of the RM and IA teams in the Market toward seizing the opportunities present by TD AMCB and existing HNW clients.
The RSM will be the regulatory principal responsible for the activities of his/her team including the appropriateness and/or suitability of all recommendations, advice, and delivery of same.
The RSM will be responsible for creating a positive relationship with Retail and other Partners and for driving referral activities. The RSM will be responsible for providing advice through planning and the delivery of HNW deposit, lending and investment solutions.
The RSM will implementing plans and programs that create opportunities for their team and partners to acquire new clients and deepen relationships with existing clients.**Depth & Scope:*** 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**Education & Experience:*** 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**Customer Accountabilities:*** Understands and supports the Bank's Customer Service Strategy* Considers the impact of decisions on the well-being of TD, its Customers, and stakeholders* Provides the highest level of Customer service when dealing with internal partners, vendors, or our Customers - WOW at every opportunity* Models quality service delivery at every interaction* Leads and contributes to the ongoing improvement of the partner/Customer experience**Shareholder Accountabilities:*** Must deliver financial performance pursuant to financial plan* Must deliver hiring and employee retention objectives* Must support the TD Brand and reduce reputational risk in the execution of the RSM duties**Employee/Team Accountabilities:*** Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience* Embraces a collaborative approach that supports all Wealth colleagues and Partners* Participates fully as a member of the team and contributes to a positive work environment* Provides leadership, training, and guidance to other team members* Ensures ongoing communication with the team on the status/progress of projects and issues/points of interest* Actively shares information and knowledge and proactively #J-18808-Ljbffr
The RSM will be the regulatory principal responsible for the activities of his/her team including the appropriateness and/or suitability of all recommendations, advice, and delivery of same.
The RSM will be responsible for creating a positive relationship with Retail and other Partners and for driving referral activities. The RSM will be responsible for providing advice through planning and the delivery of HNW deposit, lending and investment solutions.
The RSM will implementing plans and programs that create opportunities for their team and partners to acquire new clients and deepen relationships with existing clients.**Depth & Scope:*** 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**Education & Experience:*** 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**Customer Accountabilities:*** Understands and supports the Bank's Customer Service Strategy* Considers the impact of decisions on the well-being of TD, its Customers, and stakeholders* Provides the highest level of Customer service when dealing with internal partners, vendors, or our Customers - WOW at every opportunity* Models quality service delivery at every interaction* Leads and contributes to the ongoing improvement of the partner/Customer experience**Shareholder Accountabilities:*** Must deliver financial performance pursuant to financial plan* Must deliver hiring and employee retention objectives* Must support the TD Brand and reduce reputational risk in the execution of the RSM duties**Employee/Team Accountabilities:*** Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience* Embraces a collaborative approach that supports all Wealth colleagues and Partners* Participates fully as a member of the team and contributes to a positive work environment* Provides leadership, training, and guidance to other team members* Ensures ongoing communication with the team on the status/progress of projects and issues/points of interest* Actively shares information and knowledge and proactively #J-18808-Ljbffr