Manager, Succession And Teaming Programs

TD Ameritrade

Toronto, Ontario, Canada
Base: $96,900 - $136,800 cad; bonus/equity: variab...
5 years wealth management experience
Develop succession and teaming plans
Analyze client transition data
The role is responsible for managing and evolving succession and teaming programs for the Advisory businesses to ensure smooth client and team transitions

Job Summary

  • The role is responsible for managing and evolving succession and teaming programs for the Advisory businesses to ensure smooth client and team transitions.
  • Candidates will develop policies, analyze industry trends on valuations and attrition rates, and create educational sessions for Branch Managers and Advisors.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role is responsible for managing and evolving succession and teaming programs for the Advisory businesses to ensure smooth client and team transitions.

Salary

Base: $96,900 - $136,800 CAD; Bonus/Equity: Variable compensation mentioned; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • 5 years wealth management experience
  • Develop succession and teaming plans
  • Analyze client transition data
  • Manage policy procedures for advisors

Nice-to-have

  • Strong interpersonal negotiation skills
  • Experience with President's Club advisors
  • Ability to work in fast-paced environment
  • Excellent presentation and training skills

Key Requirements

  • Undergraduate degree in Business Administration, Economics, Finance, Mathematics, Statistics or Commerce
  • Minimum 5 years wealth management or financial industry experience
  • MBA, CFA, or CMA designation is an asset

Work Rights

Not specified

Tailored Resume

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