Vice President and Director, Lead of Equity Client Portfolio Management

Vice President and Director, Lead of Equity Client Portfolio Management

Location: Toronto, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $160,000 - $190,000 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. TD 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. Job Description

Position Overview:

TDAM and TD Epoch provide investors in Canada, the United States and around the world with a full suite of equity solutions that covers the spectrum of styles, regions and capitalization. Client Portfolio Managers serve as investment team members dedicated to the needs of clients. The Lead of Equity Client Portfolio Management is a senior leadership role that serves as the voice of TDAM\'s equity platform and encompasses both internal and external responsibilities. Reporting to the Head of Client Portfolio Management, the position serves as a central source of knowledge and expertise for the range of equity strategies across TDAM and TD Epoch. The position will be critical in establishing and executing initiatives that support franchise growth and client service excellence. The role acts as a critical link between portfolio management, distribution, legal and compliance, risk, and marketing teams. Successful candidates will require exceptional listening skills and the ability to comprehend the needs of the distribution teams on behalf of their clients. This role requires profound knowledge of global equity markets, including the risks and drivers affecting global equity returns, a deep understanding of various investment models, and the investment needs of a broad spectrum of investors and distribution channels, including retail and institutional. Attention to detail, a passion for developing colleagues and strong organizational skills are essential. Key Responsibilities

Lead a team of client portfolio managers, providing guidance and support to ensure high standards of quality and efficiency in the content delivered to clients and stakeholders. Act as a primary liaison between portfolio management and distribution teams/business development teams to identify opportunities and lead the delivery of investment insights to clients. Represent TDAM\'s equity investment teams in client, consultant and advisor meetings Collaborate with distribution teams and equity heads to create strategies around the growth of equity franchises. Work as part of Client Portfolio Management leadership team on delivery of a best in class CPM operating model Represent TDAM\'s guiding principles, processes, performance/attribution, and portfolio positioning to both internal and external stakeholders Serve as a representative of TDAM on topics related to financial markets and investment capabilities. Communicate TDAM\'s competitive advantages effectively through client-facing activities, investment solution analysis, presentation design, and investment writing. Maintain comprehensive knowledge of the competitor landscape and keep distribution teams informed of industry trends. Collaborate with distribution, investment and product teams to identify trends and propose new strategies and products to internal and external stakeholders. Act as a subject matter expert in the creation of communication content. Provide updates on financial market performance, draft opinion pieces, maintain template presentation materials, and write quarterly portfolio commentaries. Collaborate with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content delivered to clients and stakeholders. Qualifications/Skills/Experience

CFA designation and/or Graduate Degree, along with a relevant undergraduate degree. Minimum of 10 years\' experience in capital markets (with at least 5 years in equities), preferably with experience viewing markets through a quantitative lens Proven experience leading high-performance teams within the investment industry Excellent communication and presentation skills, both verbal and written, with the ability to effectively convey complex solutions and influence stakeholders. Strong analytical and problem-solving skills Exceptional organizational skills, with the ability to manage multiple projects concurrently. Strong business acumen and demonstrated ability to propel business growth Proficiency in technology and its application in analytical and portfolio management settings Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment. Ability to thrive in a fast-paced, time-sensitive, and dynamic team environment. Understanding of the needs across a broad range of client channels, including retail and institutional investors. Acumen in identifying process improvements and developing compelling value propositions for investment strategies. Additional Information:

4 days in the office required. Who We Are

TD is one of the world\'s leading global financial institutions. We are committed to customer experience and colleague development, with a focus on growth, mentorship and training programs. Our Total Rewards Package includes base salary, variable compensation, and benefits such as health and well-being programs, savings and retirement plans, paid time off, and career development opportunities. Please note: This job opportunity is subject to provincial regulations for employment purposes. If you require accommodations during the interview process, let us know so we can assist.

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