Td Bank VP Consultant Relations US 

United States, New York, New York 

456874930

New York, New York, United States of America

$140,000 - $180,000 USDEPOCH LLC

Depth & Scope:

• Engages with the relevant Client Portfolio Management ('CPM') and Portfolio Management ('PM') Groups to analyze, classify and communicate the key features, competitive strengths and differentiators of each of TDAM's investment strategies
• Works with the CPM and PM Groups to strategize, prepare for and attend consultant manager research meetings with the objective of maintaining and reinforcing existing positive consultant ratings and gaining new positive ratings
• Collaborates with the Presentations, Marketing, RFP and Database Completion teams to ensure that our desired messaging is effectively and consistently incorporated into all of our materials – presentations, supporting papers, RFP responses, white papers, fund brochures, etc.
• Helps to develop and maintain the strategic consultant engagement framework and communicate this to internal partners
• Participates in the development of materials and thought leadership activities to position our investment strategies strongly within the consultant market and to reinforce TDGIS's positive brand perception
• Responds to daily, ad hoc consultant queries and information requests
• Communicates effectively with consultants to help build their understanding of TDGIS's capabilities
• Gathers market intelligence and disseminate this internally
• Helps to maintain solid and productive working relationships with the Relationship Management, Business Development, PM/Investment, CPM, Product Development, Investment Support and Client Service teams

Education & Experience:

• Bachelor's degree required and a CFA and/or an Actuarial qualification preferred
• 7+ years of experience in an investment consulting, institutional sales, institutional marketing or relationship management environment
• A good understanding of how the consultant market functions and the services which consultants provide to the institutional client base
• TDGIS has a broad and developing product suite, therefore the role requires a solid working knowledge of a range of asset classes – both traditional and Alternative - and the roles these play in institutional portfolios
• An 'ownership' mindset and the ability to proactively identify issues, collaborate on resolutions and implement innovative solutions
• The ability to work across teams and manage through influence. We promote a team rather than an individual approach
• The ability to effectively manage multiple simultaneous assignments to successful implementation
• Excellent communication skills - both verbal and written – and the ability to tailor the messaging approach to the specific needs of the relevant audience

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.