Director - Global Research Business Management

Job Overview

Reporting to the Head of Business Management for Global Research, the Director – Global Research Business Management at TD Securities is responsible for driving strategic initiatives across Global Research, with a particular focus on AI technology enablement, data productization, and client strategy. The successful candidate will act as a key partner to Global Research, Technology, and Sales teams to enhance tech platform capabilities and usage in workflow, unlock the value of proprietary data assets, own strategy for client data access and monetization, and strengthen client engagement across the franchise through implementation of more systematic approaches to analytics and tracking.
Key Responsibilities

Serve as the business lead for core Global Research technology platforms, including AI and CRM tools and analytics platforms.
Act as the primary liaison with Technology teams within TD Securities and TD Bank to define requirements, prioritize enhancements, and influence product roadmaps.
Drive optimization of Global Research workflows with an emphasis on AI tools and efficiency.
Lead the development and execution of the Global Research AI strategy, including identifying and prioritizing AI tools and use cases, driving adoption of AI‑enabled tools to enhance analyst productivity and client insights, and partnering with Technology and Vendor Management to onboard and implement scalable AI vendor solutions.
Help lead the development and execution of strategies to commercialize and scale Research data assets, identify and package high‑value datasets into structured, marketable products, partner with Legal and Compliance to ensure appropriate use and distribution of data, and collaborate with Sales & Trading to integrate data products into client offerings and drive revenue growth.
Establish metrics to track product adoption, usage, and financial performance.
Develop and execute the Global Research client strategy, including segmentation, targeting, and coverage models, develop enhanced tools and tracking to leverage broker vote data and drive performance in client broker vote rankings, analyze client behavior and engagement trends to inform strategic decisions, and deliver management reporting on client engagement, performance metrics, and competitive positioning.
Oversee the development and execution of strategic planning for the unit, program and project level forecasting and tracking, direct communication of financial policies and procedures, manage monthly forecasting and client chargeback process, oversee the annual budget process, manage the headcount/resource process, and lead end‑to‑end delivery of requirements throughout the lifecycle of large scale/complex projects or programs.
Provide advisory support, leadership direction and guidance to assigned Business Analyst resources, stakeholders and executives of projects and/or programs across multiple lines of business.
Education & Experience

Bachelor’s degree or progressive work experience.
7+ years of related experience, including strong project management, leadership, interpersonal, relationship‑building, analytical, Microsoft Office (Excel), presentation, team‑player, cross‑organizational collaboration, and communication skills.
Preferred Qualifications

Specific experience in Global Research operations, workflows, and distribution models.
Experience in technology platform management, AI strategy, data strategy, or client/coverage strategy.
Proven ability to lead cross‑functional initiatives and influence senior stakeholders.
Strong analytical, problem‑solving, project management, and communication skills.
Ability to work in a fast‑paced environment and maintain an owner’s mentality.
Physical Requirements (general)

Occasional: 1‑33%; Frequent: 34‑66% of sitting/standing, occasional lifting, walking, bending, etc. Continuous sedentary work.
Compensation & Benefits

Pay: $250,000 – $250,000 USD (base salary plus variable compensation including cash and equity incentive awards). Total Rewards includes health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.
Equal Opportunity Statement

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com and include your full name, best way to reach you, and the accommodation needed.

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