Vice President, Mutual Fund Product Management – TD Asset Management

Job title:

Vice President, Mutual Fund Product Management – TD Asset Management

Company

TD Bank

Job description

Company Overview

Our Values
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars – physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.

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. Every day, we deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Department Overview

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over four decades, the organization has established competitive market positions in active, quantitative and passive portfolio management. As of September 30, 2023, TDAM and its affiliates manage over $400 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds.
A cornerstone of TDAM’s success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives.
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

Job Requirements

• The ideal candidate will have a CFA designation plus a relevant undergraduate degree.
• 5+ years of experience working in financial services with direct experience in the mutual fund product management preferred
• Knowledge of mutual funds, segregated funds, ETF’s and other investment product related vehicles including a working knowledge of major investment strategies and styles employed by fixed income and equity portfolio managers
• Excellent communication and presentation skills, both verbal and written
• Strong analytical and problem solving skills with attention to detail
• Strong organizational skills, with the ability to multitask
• Ability to work collaboratively within a team environment
• A self-starter who has the ability to function with minimal supervision and works well independently as well as within the broader team
• Able to thrive in a fast paced, time sensitive, exciting team environment
• Business acumen
• Bilingual, French- English is an asset

Hours

37.5

Job Details

The Vice President, Retail Product Strategy and Management acts as a subject matter expert on all things related to product. Supporting the Retail Mutual Fund Product Management team, the Vice President will primarily be responsible for supporting the continuous operation and growth of the Retail Mutual Fund Product Suite. The Vice President will be responsible for being the subject matter expert for a portion of the product suite and will develop insights for the Product & Strategy Group by continuously monitoring product performance, industry and product peer group developments, reviewing product disclosures and marketing material and identifying information or disclosure gaps and opportunities for improvement. The Vice President will also be responsible for managing smaller scale projects as well as other routine tasks.

Accountabilities
Have a sound understanding of TDAM’s general investment philosophy and investment styles

Develop a deep understanding of TDAM products within an assigned asset class and synthesize that knowledge with competitive and industry research to develop and deliver product positioning in support of sales.

Support the continuous development and improvement of the product suite in these areas:

Mutual Fund Product Support

• Develop an in-depth knowledge of TD Mutual Funds within your responsibility and provide continuous product analysis against peer group and identify opportunities to promote and position TD Mutual Funds against competitors
• Maintain overview of TD Mutual Funds to identify opportunities to promote individual funds, such as superior performance, anniversaries, sectoral investment trends and trends in competitive landscape
• Ensure public disclosure of TD Mutual Fund portfolio characteristics on TD website and third-party websites or social media outlets is accurate and timely and take corrective action as required

Process & Procedures

• Support the maintenance of the existing suite by helping to prepare timely regulatory disclosures, distribution analysis and declaration, assist in the preparation of annual and semi-annual reporting
• Monitor reporting requirements and ensure documents and analysis are prepared on a timely basis
• Act as liaison between Product & Strategy Group and other internal and external service providers

New Product Research & Analysis

• Assist the Product & Strategy team in the research and development of new mutual funds through identifying new market opportunities
• Assist in the preparation of new product documentation, filing requirements and materials necessary for a successful product launch

Marketing Oversight and Recommendations

• Assist in the promotion of existing mutual funds by supporting communication and information flow between the Product & Strategy Group and the Marketing Group
• Act as a point of contact for Product oriented questions and coordinate Subject Matter Expert’s comments necessary to fully answer queries as necessary
• Regularly monitor marketing platforms, both internal and external for errors and omissions
• Identify marketing opportunities to highlight fund milestones and achievements such as anniversaries, outperformance

Market Analysis
Prepare regular competitive analysis across multiple factors such as performance, sales growth, trading, structure and fees

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

How We’re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

We look forward to hearing from you!

Additional Information

Please note: This is a Manager level role that is Market Titled as Vice President, TDAM

Business Line

TD Asset Management

Job Category – Primary

Asset Management

Job Category(s)

Asset Management, Wealth Management

Job Family

TD Asset Management

Time Type

Full Time

Employment Type

Regular

Pay Details

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

Careers Web Site Cities

Canada-Ontario-Toronto

Expected salary

Location

Toronto, ON

Job date

Fri, 05 Jan 2024 06:22:03 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.