Associate Private Client Relationship Manager - Boston, Ma

TD Bank

Boston, Massachusetts, United States
Base: $72,280 - 108,160 usd; bonus/equity: not spe...
High net worth client segment
Proactive client outreach
Client satisfaction focus
The Associate Private Client Relationship Manager is accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller balances with TD

Job Summary

  • The Associate Private Client Relationship Manager is accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller balances with TD.
  • A critical objective of the ARM will be to engage clients and when clients seek a deeper or broader relationship with TD, introduce the Private Client Relationship Manager that covers the Store most convenient for the client.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.

Matching Summary

The Associate Private Client Relationship Manager is accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller balances with TD.

Salary

Base: $72,280 - 108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High net worth client segment
  • Proactive client outreach
  • Client satisfaction focus
  • Account management solutions
  • Regulatory compliance adherence

Nice-to-have

  • Thought leadership delivery
  • Collaborative team environment
  • Community involvement
  • Exceptional customer service

Key Requirements

  • 3 years related experience
  • Series 7, 63 + 65 or 66
  • 4-year degree or equivalent experience
  • Understanding of HNW client needs

Work Rights

Not specified

Tailored Resume

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