TD Bank Jobs – Institutional Senior Investment Advisor

Job Description:

The Institutional Senior Investment Advisor partners with the Institutional Relationship Manager to provide investment services including sophisticated investment products to Institutional clients.

Job Responsibilities:

• Partners with Institutional Relationship Managers in support of securing new clients with potential investment needs
• May act as primary point of contact for legacy institutional client relationships (i.e. Advisors legacy book of business)
• Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth Private Client apart from our competitors
• Using TD Wealth’s comprehensive tool set, works with institutional clients to develop and define their investment strategy
• Accountable for positive net growth in assets under management
• Refers Investment only clients to Relationship Manager to increase banking and lending product sales for both the institution and HNW individuals at the institutional client
• Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
• Extensive track record for managed account solutions book of business with an institutional focus. (i.e. fiduciary vs. suitability)
• Partners closely with Institutional Relationship Managers to ascertain potential investment needs of TD Wealth clients to increase wallet share
  May work with more complex clients

Job Requirements:

• Ability to successfully operate on multiple investment platforms
• Strong financial analysis and general analytical ability, including understanding and experience with investment concepts
• Understanding and experience with sophisticated concepts in general taxation and personal financial planning
• Systematic, integrated and critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs
• 5+ years’ experience in asset allocation and portfolio construction preferred
• Consultative investment sales experience
• Ensures all Continuing Education requirements are attained
• In-depth knowledge of investment concepts, industry and practices, including understanding of domestic and international financial markets and related legal and regulatory guidelines
• Advanced ability to understand the clients investment goals and objectives and develop a diversified investment plan and strategy
• Extensive institutional Client management skills and experience, with proven ability to build and maintain strong and productive working relationships

Job Details:

Company: TD Bank USA

Vacancy Type:  Full Time

Job Location: Miami, FL, US

Application Deadline: N/A

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