Head Of Wealth Portfolio Management & Capital Markets (us)
TD
New York, NY, United States
Base: $200,000 - $280,000 usd; bonus/equity: not s...
Capital markets leadership
Investment portfolio management
Advanced trading capabilities
This role is a key leader within the U.S. Wealth business responsible for formulating strategy and executing the buildout of investments portfolio and advanced trading capabilities and support
Job Summary
This role is a key leader within the U.S. Wealth business responsible for formulating strategy and executing the buildout of investments portfolio and advanced trading capabilities and support.
TD offers a Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to providing a respectful workplace where diverse perspectives are valued and all colleagues have fair opportunities to grow and unlock their full potential.
Matching Summary
This role is a key leader within the U.S. Wealth business responsible for formulating strategy and executing the buildout of investments portfolio and advanced trading capabilities and support.
Salary
Base: $200,000 - $280,000 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, and career development
Skills & Requirements
Must-have
Capital markets leadership
Investment portfolio management
Advanced trading capabilities
Regulatory compliance management
Client and advisor relationship management
Execution of complex trades
Collaboration with tax and estate planning teams
Nice-to-have
Enterprise business acumen
Strong interpersonal skills
Excellent communication skills
Problem solving and analytical skills
Experience with investment platform vendors
Ability to work in fast-paced environment
Advanced facilitation and influence skills
Key Requirements
Bachelor's degree
10+ years related experience
7+ years capital markets and wealth management experience
Series 7, 24, 66 FINRA registrations required
Series 4, 52 (or 53), 57 FINRA registrations preferred
Financial and professional designations required
Eligibility for employment under FINRA standards
Work Rights
Must be eligible for employment under FINRA standards