TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Role Overview
Managed Solutions sit at the center of TD Wealth's investment management strategy, connecting product solutions, pricing, platform capabilities, and advisor execution to deliver client outcomes and scalable growth.
Reporting to the AVP, Solutions Implementation, the Senior Manager is responsible for translating managed solutions strategy into practical, scalable adoption across the business, partnering closely with advisors, field leaders, and internal partners. They will lead portfolio implementation consulting and transition support for managed and discretionary programs, focusing on strengthening execution quality, improving consistency, and embedding effective use of managed solutions and pricing strategies into day-to-day advisory workflows.
This leader will operate across strategy and execution, with a primary emphasis on consulting, enablement, and practice optimization.
Key Accountabilities
- Lead implementation consulting efforts that help advisors and portfolio managers adopt and leverage managed solutions effectively, with a focus on practical application, consistency of use, and alignment to intended outcomes
- Partner with advisors, field leaders, and head office colleagues to identify where managed solutions can improve portfolio management consistency and scalability, translating those opportunities into actionable implementation plans
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- Serve as a subject matter expert helping advisors understand managed solutions programs, platform capabilities, onboarding and transition processes, portfolio implementation approaches, pricing considerations, and advisor workflows, linking decisions to economics, efficiency, and client outcomes
- Champion advisor and client experience as a core design principle through structured field engagement (advisory councils, pilots, feedback sessions, user validation)
- Use analytics to identify transition and implementation opportunities, friction points, and high-potential advisor and client segments for deeper engagement
- Lead the development of field-facing collateral and tools on managed solutions value proposition, pricing strategies, and product offerings, and deliver executive-facing communication on adoption trends, advisor insights, and recommendations
- Drive adoption and sustained behavioural change through targeted education, training, tools, and consultative guidance to reinforce scalable portfolio implementation and pricing effectiveness
- Collaborate with partners in product, pricing, technology, operations, portfolio management consulting, and practice management functions to deliver unified support and solutions to advisors and inform capability and support roadmaps
- Reinforce governance, supervision, and risk awareness in implementation practices, ensuring consistency with TD standards
- Lead and develop team members to deliver implementation consulting excellence, execution discipline, and continuous improvement
Qualifications / Experience
- 10+ years of wealth management experience, with expertise in managed / discretionary portfolio management and portfolio implementation workflows
- Strong knowledge of portfolio construction and modelling, investment products, pricing dynamics, and portfolio management systems such as Wealth360 DWP, Croesus, Envestnet, or similar platforms
- Proven ability to influence and drive change and adoption outcomes, bringing structure to field engagement and converting strategic priorities into practical shifts in advisor behaviour and business execution
- Strong business and financial acumen, with the ability to connect the dots across strategy and economics of managed account programs, product offerings, pricing structures, and value proposition
- Exceptional communication skills and ability to make complex discussions simple and accessible in small one-on-one settings and with larger audiences, both with field professionals and executives
- Strong problem solving, judgement, and continuous improvement mindset with the ability to operate across business, technology, and operations stakeholders, and align urgent priorities in complex environments
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
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.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
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