Private Client Relationship Manager II - Tampa, FL

Location: Tampa, Florida, United States of America Hours: 40 Pay: $115,440 - $173,160 USD Line of Business TD Wealth Job Description This role is a high‑touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and high net worth investing with expertise in banking and lending. The role partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve a greater share of wallet, retain and grow the client relationship, and exceed clients’ expectations for asset accumulation, preservation and growth. The role is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day‑to‑day account management, wealth management solutions (via partner referrals) and complex credit solutions for clients and their businesses. In doing so, the role must focus on maximizing client satisfaction with their banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for bank funds. Responsibilities Demonstrate a commitment to being customer‑centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth. Ensure all new clients receive a complete onboarding experience, including a thorough client discovery, introduction to the IA and TA as per client needs, and completion of all requisite client profiling documents. Work with more complex clients and be able to discuss matters fully before bringing in subject matter experts. Provide a Private Client Planning Experience where it adds value. Implement a process with CSAs to ensure every client receives an annual client review (ACR) with an enhanced agenda focused on the client’s overall wealth needs, plus a minimum of two annual proactive contacts. Serve as the primary point of contact for TD Wealth client relationships; manage all aspects of the client relationships with TD Bank. Execute a differentiated service model for HNW clients. Meet quarterly and annual referral goals for investments and trust business. Deepen wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions. Maximize profitability while ensuring the client receives an exceptional experience. Leverage and coordinate specialists (taxes, trust and estate) to provide interdisciplinary expertise for the most complex clients. Identify opportunities within the portfolio and network to refer business to retail and commercial partners. Execute in a manner compliant with regulations, policies and procedures. Adhere to all federal, state, SRO regulations and firm policies related to all business activities (e.g., OCC, SEC, FINRA). Ensure all continuing education requirements are attained. Understand and adhere to TD Wealth AML/ATF policies and procedures. Implement TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other customer due diligence and enhanced due diligence requirements as outlined in the business unit AML procedures. Transition lower threshold clients to appropriate wealth partners, as needed, to ensure capacity for target market clients. Foster and contribute to a positive and constructive work environment focused on supporting the overall wealth team. Provide guidance to junior staff and serve as a mentor. Represent TD Wealth professionally in the general public. Be involved in community and support TDBG charity and community initiatives. Lead activities of units, assigning, prioritizing and monitoring work as needed. Provide technical guidance and assist staff with the most complex aspects of work as necessary. Qualifications 4‑year degree highly preferred. Advanced degree or MBA preferred. Minimum of 10 years financial services experience in a production capacity (track record for meeting sales goals) required. Valid Series 7, 63 + 65 or 66. Valid and active life & health insurance licenses. Certified Financial Planner (CFP), preferred. Strong understanding of private banking business development techniques, products, services and overall industry. Advanced understanding and experience with commercial banking relationships and experience interacting with high‑net‑worth clients. Consultative sales experience required. Proven ability to establish relationships and partner effectively with other departments within TD Bank U.S. Proven business development track record. Strong market presence with a wide network of outside referral sources for new business. High level of personalized customer service skills. Strong credit and financial analysis skills. Self‑motivated, able to work independently and as part of a team. Ability to influence and get things done within an organization without direct authority. Organized self‑starter with limited direct guidance. Refined negotiation skills. Excellent verbal and written communication skills. Membership in civic and professional organizations required upon onboarding. Must have experience working within a highly collaborative team environment. Criminal and financial background investigation required pursuant to FINRA Rule 3010(e) and successor regulations. Benefits and Compensation Base salary and variable compensation/incentive awards, health and well‑being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Equal Opportunity and 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. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at View email address on click.appcast.io. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. #J-18808-Ljbffr TD