Business Services Manager - New York, NY

Work Location New York, New York, United States of America Hours 40 Pay Details

$29.75 - $47.75 USD

Line of Business TD Wealth Job Description The Business Services Manager works closely with the assigned Wealth Market Leader(s) to manage, support and execute all business administration and service functions within the market. Facilitates communication and training for local staff and partners with the Risk team in ensuring compliance standards are met. This role also ensures the appropriate onboarding of new colleagues and works with the centralized support staff for superior execution of processes. The role also assists the management of the sales reporting for the field teams as assigned by the Wealth Market Leader. Depth & Scope All local business administration and service functions, with focus on consistency, quality and compliance with Firm policies and procedures Follows direction from WMLs and in conjunction with Shared Services, executes book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance Assists in the coordination of assigned accounts for redistribution and customer retention, during instances of LOAs, territories changes, attrition Expense management, including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to bank policies Manages and promotes bank initiatives, projects and remediations Manages and promotes locally executed Marketing initiatives Collaborates with their market on the new hire process and training orientation, including coordinating operational and client service support for newly recruited sales and support staff Manages service approvals, including escalations with the centralized support staff Acts as liaison between the market and various bank departments as necessary Manages day-to-day resolution of client service inquiries and concerns, in conjunction with the WML in special circumstances when escalated to the Market level Administers other duties as assigned by the WML Ensures compliance with Firm policies and procedures from an operations and service perspective/including labor and wage laws, OSHA and compliance with all labor related posters Education & Experience A bachelor's degree with 2 years' experience or 5 years industry working knowledge Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees Optional Series 7, 63, 65 (or 66) Other licenses as required by manager Organized with strong attention to detail Ability to prioritize work tasks Identify issues and trends and communicate possible solutions Leadership capabilities Conflict resolution capabilities Ability to influence groups of employees at different levels Physical Requirements 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 – Continuous The 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. 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. It includes base salary and variable compensation and incentive awards, 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, and career development and reward and recognition. 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 LRP Media Group