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Digital is one of our key distribution channels. Digital has a global mandate and an enterprise-wide strategy for the online and mobile channels across TDBG. The aim of the channel is to deliver an exceptional, seamless and effortless experience for customers who manage their finances online. Digital is accountable for the digital referrals, sales and servicing, as well as strategy, customer experience and distribution of products and services across businesses.
As a leader for Wealth within Digital, the successful incumbent is responsible for developing and implementing strategies to drive digital referrals, sales and digitally-influenced sales, defining and measuring KPI's, managing the financial aspects of the digital business and representing the customer experience within projects and initiatives. The successful incumbent has a passion for sales, funnel conversion and optimization, customer experience and the digital environment combined with leading and executing initiatives in alignment with business and channel strategies.
Reporting to the AVP, Digital Performance and Delivery - Wealth, the incumbent is responsible for:
Act as single point of contact for Digital Performance for executives and employees in Wealth Advice and Direct Investing (DI) and guide and support both the Digital Performance Manager lead for DI and Advice
Working with your team define, create and report on Key Performance Indicators (KPIs) that are aligned to digital leads and sales business goals and objectives.
Lead the development and implementation of strategic and tactical recommendations to drive digital leads and sales KPIs, efficiency, profitability, and customer experience. This includes:
Partnering with marketing and the line of business to drive qualified leads and sales
Drive enhancements and optimization efforts to maximize funnel conversions
Leverage tools and capabilities available to drive leads and sales (e.g. search engine optimization, onsite advertising, optimizations, locator tools, social media etc.)
Enhance the full client lifecycle from shopping to onboarding and then trading, researching and building portfolios within the self-serve and advice secure platform
Meet business case benefits for new and enhanced capabilities to ensure Digital is delivering value and achieving promised KPIs
Identify and execute on opportunities to cross-sell the broader Wealth vision - DI accounts and wealth advice relationships to Canadian Banking customers, actively working with business, marketing and channel to support sales and leads where appropriate.
Provide support to the two key Digital Performance leads in the Digital Marketing Factory (DMF) for both Financial Planning and Direct Investing
Manage relationship and build strong collaborative partnerships with key stakeholders in the Wealth Transformation team (Onboarding and Workflow), as well as Phone Channel, and Branch Banking to facilitate agile decision-making and to maximize results from Digital investments.
Represent Wealth within Digital by translating business strategies, goals and objectives into Digital strategies, goals and objectives.
Develop and deliver a digital annualpPlan and investment roadmap for Wealth in collaboration and in partnership with other key team members and stakeholders across Digital, LOB, Marketing and Technology with a focus on 3-month planning horizons of Plan, Commit and Execute
Work with your Wealth Delivery team members and Product Owners for public sites, sales and secure platform and mobile team to ensure a catered and integrated roadmap supports sales performance, adoption and engagement and continue to calibrate against 3-month planning cycles.
Support Delivery partners with Portfolio Planning & Prioritization as it relates to initiative intake, prioritization and business casing.
Collaborating with key stakeholders in Digital Insights team, the Wealth Line of Business and Marketing to source accurate data and provide meaningful insights to track progress against strategic goals
Build digital fluency of business leaders in Wealth and business fluency of Digital leaders to increase Thought Leadership and collaboration.
Ensure risks are identified, mitigated and reported per enterprise policy/guidelines and ensure appropriate escalation processes are followed.
Monitor industry trends, benchmarks and the competitive landscape (market entrants, competitors, product or service offerings, technology developments etc.) to ensure digital sales experiences are continuing to evolve toward best-in-class and competitive advantage, providing thought-leadership to ensure the TD's digital offering remains industry-leading.
Wealth and digital experience: Creating wealth digital distribution strategy, setting sales & servicing targets, forecasting results, assessing performance against targets and identifying market and competitive opportunities to continuously grow the business
Senior level relationship management; high impact and influence role; proven ability to execute with excellence.
Strategic thought leadership and collaborative coordination
Ability to lead a team, providing coaching and guidance to develop a performance drive mindset
Strength in innovation and optimization. Proven experience driving the end to end digital client experience - leads, sales, adoption, engagement, cost savings and other key web metrics through Digital.
Strong team player, able to develop strong working relationships and very strong organizational awareness. Experience working in cross-functional, agile teams is an asset.
Strong financial acumen with experience building business cases.
Enterprise knowledge and ability to navigate through a large / matrix organization
The candidate is required to have excellent analytical, organizational, problem solving and communication skills (verbal and written) and is able to work in a change driven environment.
The successful candidate will have project related experience, in addition to having extensive Financial Industry experience, preferably in Wealth.
Extensive digital experience is required.
Robust organizational skills with the ability to work in a fast-paced environment and manage multiple deadlines and priorities.
Undergraduate degree required, MBA (or relevant graduate degree) would be an asset.
The role is located in Toronto.
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Internal Number: 6497550
About TD Bank Group
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