Lead the TD Wealth Private Investment Advice program as a Manager of Privately Managed Portfolios in Toronto, Ontario. Drive program operations and enhance advisor experiences in this energetic role.At TD, the Manager will support the TD Privately Managed Program, handling over $120 billion in discretionary assets managed by more than 475 Portfolio Managers. This role involves collaborating with various internal stakeholders to improve operations, compliance, and the advisor experience through effective education and governance.Key Responsibilities:
Design and operate compliance for the PMP program
Develop process improvements for portfolio managers
Manage inquiries and escalations through the program mailbox
Produce quarterly newsletters and program communications
Oversee onboarding for Associate and Portfolio ManagersRequirements:
Experience in wealth or investment management
Proficiency in Microsoft Excel and PowerPoint
Knowledge of discretionary portfolio management
Solid communication and problem-solving abilities
Degree in business or related field preferredEnhance TD's investment management expertise with effective program delivery and collaboration.#J-18808-Ljbffr

📌 Manager Of Privately Managed Portfolios Toronto (Canada)
🏢 The Toronto-Dominion Bank (Canada)
📍 Canada