Private Client Relationship Manager II - West Palm Beach, FL

Work Location:West Palm Beach, Florida, United States of AmericaHours:40Pay Details:$115,440 - $173,160 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 WealthJob 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 greater share of wallet. The role will also be responsible for retaining and growing the client relationship and is accountable for exceeding 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 client and their businesses. In so doing, the role must focus on maximizing clients satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds.Depth & Scope:Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growthEnsures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documentsMay work with more complex clientsWill be able to have a more fulsome discussion with clients before bringing in subject matter expertsEnsures those existing clients, where it would add value, are provided with a Private Client Planning ExperienceEffectively implement a process with CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the clients overall wealth needs, as well as a minimum of two annual pro-active contactsServes as the primary point of contact for TD Wealth client relationships; manages all aspects of the clients relationships with TD BankImplements and executes a differentiated service model/experience for HNW clientsMeets quarterly and annual referral goals for investments and trust businessDeepens wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutionsMaximizes profitability, while ensuring the client receives an exceptional client experienceLeverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clientsIdentifies opportunities within your portfolio and network to refer business to Retail and Commercial PartnersExecutes in a manner that is compliant with regulations, policies and proceduresAdheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.)Ensures all Continuing Education requirements are attainedResponsible for understanding and adhering to TD Wealth AML/ATF Policies and ProceduresResponsible for implementing TDs 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 proceduresTransitions lower threshold clients to appropriate Wealth Partners, as needed, to ensure capacity for target market clientsResponsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth teamProvides guidance to junior staffContributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth Private Client apart from our competitorsRepresents TD Wealth to the general public in a professional mannerBe involved in the community and support TDBG charity and community initiativesMay lead activities of unit, assigning, prioritizing and monitoring work. Provides direction and answers questions as neededProvides technical guidance and assists staff with most complex aspects of work as necessaryEducation & Experience:4-year degree highly preferredAdvanced degree or MBA preferred Preferred a minimum of 10 years financial services experience in a production capacity (i.e. track record for meeting sales goals) requiredValid Series 7, 63 + 65 or 66Valid and active Life & Health insurance licenses Certified Financial Planner (CFP), preferredStrong understanding of private banking business development techniques, products, services and overall industryAdvanced understanding and experience with commercial banking relationships and experience interacting with high-net worth clientsConsultative sales experience requiredProven ability to establish relationships and partner effectively with other departments within TD Bank U.S.Proven business development track recordStrong market presence with wide network of outside referral sources for new businessHigh level of personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of serviceStrong credit and financial analysis skillsSelf-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely mannerAbility to work within an organization to influence and get things done without direct authorityOrganized self-starter with ability to work independently with little direct guidanceRefined negotiation skillsExcellent communication skills, both verbal and writtenMembership in civic and professional organizations required upon on-boardingMust have experience working within a highly collaborative team environmentCriminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulationsCustomer Accountabilities:Understands and supports the Bank's Customer Service StrategyConsiders the impact of decisions on the well-being of TD, its Customers and stakeholdersProvides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunityModels quality service delivery at every interactionLeads and contributes to the ongoing improvement of the partner / Customer experienceWho 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 PackageOur 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 moreAdditional 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 & OnboardingWe 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.AccommodationTD 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.SummaryLocation: West Palm Beach, FloridaType: Full time