Head of Wealth Management Business Performance & Field Support
TD Bank Group
- # Head of Wealth Business Services Execution (US)Applyremote type: On Sitelocations: Boston, Massachusettstime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: August 21, 2026 (12 days left to apply)job requisition id: R\_1503888**Work Location:**Boston, Massachusetts, United States of America**Hours:**40**Pay Details:**$200,000 - $280,000 USDTD 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.**Line of Business:**TD Wealth**Job Description:**effective execution of advisor lifecycle management, compensation infrastructure, regulatory and operational controls, and business performance analytics, while enabling scalable growth and strong advisor productivity. Acts as a critical partner to Sales, Risk, Compliance, Finance, and Banking leadership to drive operational excellence, enhance advisor experience, and maintain a robust control environment.**Depth & Scope:*** Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required* Provides leadership over sales and distribution support infrastructure, ensuring advisors have the tools, processes, and insights needed to grow and retain client relationships* Partners with sales leadership to drive advisor productivity, practice management, and field engagement initiatives* Supports referral programs and collaboration with banking partners, including QKA alignment and optimization* Enables advisors and field leaders with the tools, processes, insights, and operating support needed to grow and retain client relationships, strengthen practice management, and improve the advisor experience* Oversees advisor onboarding and offboarding processes, ensuring efficient, compliant transitions across the advisor lifecycle* Partners with field leadership to support organizational structure, territory alignment, and advisor engagement models* Establishes consistent processes and governance for field support functions* Leads design, implementation, and ongoing governance of advisor compensation plans aligned to firm strategy and regulatory expectations* Oversees vendor relationships for compensation administration and ensures accuracy, transparency, and timeliness of payouts* Develops and maintains internal goaling methodologies tied to performance, growth, and profitability metrics* Develops analytics framework to assess advisor performance, productivity, and profitability across segments* Delivers actionable insights to senior leadership and field management to support strategic decision-making* Partners with Finance and Data & Analytics teams to ensure data integrity and reporting consistency* Leads governance across conflicts of interest management, incident management and escalation protocols, privacy and data protection programs and End-User Computing (EUC) governance* Ensures adherence to SEC/FINRA regulatory requirements and internal risk frameworks* Drives continuous improvement of controls, documentation standards, and audit readiness* Oversees advisor licensing and registration processes, ensuring compliance with all regulatory requirements* Maintains proactive oversight of registration status, continuing education, and jurisdictional requirements* Partners with Compliance to manage regulatory examinations and inquiries* Leads vendor governance framework across administrative functions, including compensation partners and operational vendors* Establishes performance standards, service level agreements (SLAs), and ongoing monitoring processes* Ensures appropriate risk management and due diligence for all third-party relationships* Owns and maintains Business Continuity Planning (BCP) framework for the wealth business* Ensures operational resilience through testing, scenario planning, and recovery readiness* Coordinates with enterprise risk and technology teams on disaster recovery alignment* Acts as a key liaison across Wealth, Banking, Risk, Compliance, Finance, and Technology* Drives cross-functional initiatives to improve client and advisor experience* Builds and leads high-performing teams, fostering a culture of accountability, control discipline, and continuous improvement* Drives disciplined execution, scalable growth, advisor productivity, compensation governance, vendor performance, regulatory readiness, control effectiveness, data integrity, business continuity readiness, and analytics-informed decision-making across the wealth business* Builds and leads high-performing teams, fosters accountability and control discipline, promotes continuous improvement, and influences senior stakeholders across Wealth, Banking, Risk, Compliance, Finance, Technology, and Data and Analytics**Education & Experience:*** Bachelor's Degree required* 15+ years of experience in wealth management, broker-dealer operations, or financial services leadership* Deep understanding of advisor business models, compensation structures, and field dynamics* Strong knowledge of regulatory frameworks (SEC, FINRA, privacy regulations)* S24 and/or S27 licensing required* Proven experience in operational governance, risk management, and control frameworks* Experience managing vendor relationships and large-scale operational programs* Demonstrated ability to lead analytics-driven decision-making and performance management* Executive presence with the ability to influence senior stakeholders**OCC Language:*** This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.* Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to *investigate* the good character, business reputation, qualifications and experience of an applicant for registration *before* applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to *verify* the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.* Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.**Physical Requirements:**Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic Travel – Occasional* International Travel – Never* Performing sedentary work – Continuous* Performing multiple tasks – Continuous* Operating standard office equipment - Continuous* Responding quickly to sounds – Occasional* Sitting – Continuous* Standing – Occasional* Walking – Occasional* Moving safely in confined spaces – Occasional* Lifting/Carrying (under 25 lbs.) – Occasional* Lifting/Carrying (over 25 lbs.) – Never* Squatting – Occasional* Bending – Occasional* Kneeling – Never* Crawling – Never* Climbing – Never* Reaching overhead – Never* Reaching forward – Occasional* Pushing – Never* Pulling – Never* Twisting – Never* Concentrating for long periods of time – Continuous* Applying common sense to deal with problems involving standardized situations – Continuous* Reading, writing and comprehending instructions – Continuous* Adding, subtracting, multiplying and dividing – ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.**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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. 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. **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.**Accommodation**TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
- J-18808-Ljbffr TD Bank Group
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Head of Wealth Management Business Performance & Field Support in Boston, MA vacancy
- ...opportunity for a Head of Power System Studies... ..., the study team supports the software team... .... Sales & Business Development: Take... ...proactive relationship management and deal closing.... ..., and operational performance of the team to... ...control, or related fields is preferred. Client...PerformanceFieldFull timeContract workRemote workWorldwide
$200k - $300k
.... It’s time to reunite these fields to refocus on the goal - make... ...engineering globally. Solve for Performance. Drive the embedded and... ...obsessed, with a deep focus on the business to ensure we are building the... ...program to build future wealth through RSUsComprehensive healthcare...PerformanceFieldFull timeWork at officeWorldwideFlexible hours$120k - $225k
About Wellington Management Wellington Management offers... ...Operations (CSO) team. The role supports the Americas Institutional and Wealth business lines, working closely... ...(SLAs) and key performance indicators (KPIs) to ensure... ..., or a related field, with at least 5 years...PerformanceFieldContract work$120k - $225k
About UsWellington Management offers comprehensive investment... ...enhancing our global support model to provide... ...and Americas Wealth business lines, working closely... ...process improvement, performance management, and client... ...operations, or related field, with at least 5 years...PerformanceFieldFull timeContract workRemote workFlexible hours1 day per week$50 per hour
Practice Management Consultant As a Practice... ...entrepreneurs. You will support top advisors and... ...of leading their businesses, including ... $... ...or related field. Operations & Manufacturing... ...... Full-time Wealth Client Management... ...Enterprise Performance team is at the...PerformanceFieldHourly payPermanent employmentFull timeContract workWork at officeRemote workFlexible hours- ...world?HDR’s Resources Business Group is made up of more... ...a Resources Program Management Business Class and Service... ...will leverage HDR performance metrics and tools to monitor... ...business class and support continued business... ...Management, Construction Field Services, and...PerformanceField
$181.5k - $246.8k
...clients implement and manage custom investment... ...investment team in supporting private client... ...relationships, driving new business, and delivering... ...Client Directors. Performance & Reporting Maintain... ...investment consulting, wealth management, or related fields. Proven track...PerformanceFieldWork at officeLocal areaWorldwide$147k - $260.7k
...for a dynamic Strategic Business Alliance COE Director... ..., presales, account management, pipeline development,... ...pipeline activities, supports joint account planning... ...company(s) executives and field sales (preferred)... ...reflect their experiences, performance, and skills for their...PerformanceFieldFull timeWork experience placementInternshipLocal areaFlexible hours$168k - $270k
...medical technologies, and lead field service and repair teams... ...efficiency, and long-term business success in a highly... ...scalable service model that supports business growth, customer... ...goals. Own service business performance through KPI management, cost control, productivity...PerformanceFieldFull timeWork at officeImmediate startWork visaRelocation package3 days per week$133.5k - $192.83k
...: Associate Director, Change Management and Communication, Enterprise Delivery Office, Patient Support ServicesLocation: Cambridge,... ...aid, patient education, and field-based services that help healthcare... ...and maintain metrics and key performance indicators (KPIs) to track...PerformanceFieldFull timeWork at office$389.59k
...Achieve More:The Head of Medical Affairs... ...the organization to support US... ...build, mentor, and manage medical affairs capabilities... ...Medical Strategy, Field Medical, Medical Information... ...to inform business and portfolio priorities... ...and timely performance evaluations to my...PerformanceFieldFull timeLocal areaShift work$250k - $344k
...scientific leader to serve as Head of Immunobiology,... ...Medicine, Business Development, and Ventures... ...DevelopmentBuild and lead a high‑performing Cambridge‑based team focused... ...or a related field with 15+ years of academic... ...of benefits designed to support our employees’ and their...PerformanceFieldFull timeTemporary workLocal area$170k - $282.5k
...Street Investment Management (SSIM)—formerly State... ...as the Global Head of Insight Generation... ...oversee AI services supporting the COO organization... ...adoption across all business lines.Lead and mentor high‑performing AI teams across the... ..., or related field); PhD preferred.15+...PerformanceFieldFull timeTemporary workFlexible hours$155.37k - $255.26k
The Head of Operational Excellence and Enablement... ....Establish performance metrics,... ...optimize execution.Manage quality assurance... ...mitigation strategies that support sustained behavioral... ...’s degree in business administration, Finance... ..., or a related field; master’s degree preferred...PerformanceFieldFull timeH1bWork at officeRemote workVisa sponsorshipWork visaFlexible hours3 days per week$278k - $382k
...About This Role The Head of Neuropsychiatry... ..., lifecycle management studies, and multiple... ...launched therapies, each supporting patients with high... ...Directors, Field Director, and Medical... .... Lead with a performance-driven mindset, promoting... ...patients and the business. You thrive in...PerformanceFieldFull timeTemporary workLocal area$260k - $367k
...About This Role:As the Head of Commercial Field Excellence, you will... ...enablement, and supporting Medical field teams.... ...report to the Head of Business Intelligence &... ...scalability and innovation.Manage IC budgets and... ...accountability, and performance. Your dedication to...PerformanceFieldFull timeTemporary workLocal area$152.29k - $250.2k
...The Head of Innovation in the Financial... ...innovation across the business by developing a... ...continuous improvement, supporting long-term talent... ...or a similar field. Bachelor’s degree... ...teams creating high performance.Proven success in... ...ecosystem.Ability to manage multiple projects...PerformanceFieldFull timeWork experience placementVisa sponsorshipWork visaFlexible hours$200k - $375k
...accomplishing hard things, together.The Head of Revenue Enablement at... ...responsible for leading and managing a high-performing GTM enablement organization that supports Field Sales across four global... ...Education: Bachelor’s Degree in Business, Marketing, Communications, or...PerformanceFieldContract workWork experience placementLocal areaFlexible hours$150k - $225.5k
...advancing their health, wealth, and careers. We... ...the impact of business decisions now and... ...solution we offer supports that vision. Sr.... ...Responsible for managing client projects that... ...technology‑enabled tools. Perform and review complex... ...or related field required. 15+ years...PerformanceFieldMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...four DOE ARPA-E grants that support our R&D in frontier industries... ...We are actively running a field pilot and preparing for upcoming... ...timelines and Gantt charts. Track performance vs planned timelines.... ...delays and required decisions. Manage a small field team of...PerformanceFieldFor contractorsFor subcontractorWork at officeRemote workWorldwideDay shift
Eden GeoPower Inc
Somerville, MA20 days ago - ...President, Client Operations Manager, to join our Integrated... ....Monitor and analyze performance metrics to identify... ...following:Bachelor’s degree in Business Administration, Finance, or a related field.Typically 4-7 years of... ...time, that can support you and your family through...PerformanceFieldWork at officeWorldwideFlexible hours
- ...Strategic Operational Program Manager Wayfair is seeking a... ...team out more as the business grows. What You'll Do... ...: Lead a high-performing team of associates, fostering... ...providing regular feedback, and supporting professional development. Field Support: Support...PerformanceField
- ...patient services strategy to support the Rare Nephrology... ...Specialists, Patient Education Managers, Field Reimbursement Managers, Brand... ...strategies, and leading the performance management needed for successful... ...availability during standard business hours. We would prefer for...PerformanceFieldFull timeWork at office
- ...communities Industry Performing Arts Type... ...Executive Officer and senior management team. The COO will be... ...newly acquired businesses into the platform. This... ...operating infrastructure to support the company's... ...degree in a relevant field, with an advanced degree...PerformanceFieldLocal areaRemote work
$113.15k - $270.02k
...a SALT Direct Tax Senior Manager, Shared Services to join... ...center of excellence to support engagement teams to execute... ...offshoreMonitor risk and financial performance of engagements including... ...'s degree in business, accounting, or a related field of study from an accredited...PerformanceFieldWork at officeLocal area$128.4k - $235.3k
...firm with a separate business unit dedicated to... ...and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...excellence and performance improvement across diverse... ..., or a related field; MBA or MS degree... ...absence when needed to support your physical,...PerformanceFieldSummer holidayFlexible hours3 days per week$83.79k - $132k
...DescriptionWomen’s Health Business Specialist - Boston... ...Astellas in the field and ensure high levels... ...the field each week, supported by office time as needed... ...generation, etc. Ensure solid performance levels of call and... ...as identified by Sales Management Coordinate promotional...PerformanceFieldWorldwideFlexible hoursNight shift$120k - $150k
Field - Indiana - Indianapolis - Indianapolis, Indiana... ...Manufacturing (OEM) business line, we research, develop... ...to direct and manage the activities of all field... ...Provides appropriate service support to customers and... ...technical reporting system. Performs other duties as...PerformanceFieldWorldwideShift work- ...Head of Marketplace About the Company Prominent... ..., pricing, inventory management, and promotional... ...continuous growth in key performance metrics and will be expected... ...line with the overall business objectives.... ...management, or related fields, with a strong emphasis...PerformanceField
- ...Description Job Title: Business Development Director... .... Develop and manage sales forecasts and budgets... ..., and tools to support the sales team. 4.... ...Regularly analyze sales performance data and provide reports... ...s degree in technical field; sales training...PerformanceField
RPM ReSearch
Boston, MAmore than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head of Wealth Management Business Performance & Field Support. Be the first to apply!
Related searches
- human performance consultant Boston, MA
- performance test architect Boston, MA
- senior performance tester Boston, MA
- lead performance test engineer Boston, MA
- performance windows Boston, MA
- performance specialist Boston, MA
- performance shop Boston, MA
- sports performance Boston, MA
- performance improvement consultant Boston, MA
- cognitive performance Boston, MA