Join TD in Toronto as a dedicated Investment Management Implementation Specialist. Contribute to enhancing the Privately Managed Portfolios Program and improving client service delivery. As part of the Solutions Implementation team, you will spearhead initiatives that support scalable investment management.
Your role focuses on providing consultative implementation guidance, managing client transitions to the PM platform, and advising on portfolio management practices critical to advisor success. Key Responsibilities:
Drive initiatives for scalable investment management
Guide teams in model construction and exception management
Develop and present training for advisory teams
Maintain compliance and up-to-date implementation resources
Manage inquiries regarding the PM platform Requirements:
Degree in business, finance, or a related field
7+ years’ experience in the investment industry
Proficient with portfolio management platforms
Robust analytical, strategy, and detail-oriented skills
Effective in team settings and independent work Leverage your wealth management expertise to enhance client interactions and processes at TD.