Position Overview

Senior Manager, Marketing Planning - Wealth Management

Reports to Vice President, Wealth Planning

Is this you?

Do you have extensive financial services experience? Have you worked on wealth management marketing? Are you passionate about working with consumer data and linking market research, customer information and marketing/customer strategies to develop and execute marketing plans in support of the Wealth business? Have you had experience developing and delivering marketing plans and getting multi-level buy-in with all stakeholders? Do you start your sentences with ‘we’ and enjoy working cross functionally to achieve objectives. Do you want to work with a leading and growth oriented organization in the financial services sector?

If yes, please read on…..

Department Overview

This role is one of four senior managers supporting the Wealth businesses, and is responsible for advised, retirement and high net worth segments. The successful individual needs to be able to look at the business broadly (segment and holistic brand), but also represent the needs of the specific advice business (Financial Planning, Private Investment Advice, Private Client Group). This individual leads the integrated Wealth marketing review and annual plan, multi-wealth strategic initiatives and wealth segment marketing.

This position will be based in Toronto.

Role Purpose

The Senior Manager, Marketing Planning – Wealth Management will develop strategies and tactics to maximize overall marketing achievements in support of the Wealth business’ objectives and business results. Specifically, as a member of the Wealth Marketing Planning team, the successful candidate will: represent the consumer, and link market research, customer information and marketing/customer strategies to develop and execute marketing plans in support of the Wealth business.

Responsibilities

Reporting to the Vice President, Wealth Planning, the Senior Manager, Marketing Planning will have three core areas of accountability as outlined below:

Strategies and Tactics:

Provide strategic advice and direction to assigned key business partners or the enterprise on marketing plans/customer strategies and/or special projects as assigned, ensuring alignment with TD’s brand strategy and business specific goals

Build and maintain close working relationships with key business partners to understand and influence business strategies, priorities and direction ensuring business objectives can be converted into effective marketing plans/customer strategies

Organize, develop and champion the annual marketing plan, and present supporting marketing or customer solutions and/or tactics

Understand and represent the consumer perspective, linking market research, customer information, product/service strategies and translate into achievable business results as applicable

Identify cross-product and/or cross-business synergies to enhance efficiencies and better serve business needs

Project Management:

Deliver, manage and execute Marketing Plans, using established processes, tracking key milestones and implementing all projects/programs on strategy

Ensure a high level of service by setting clear standards and communicating status regularly with respective business partners and project team members

Manage on-going relationships and co-ordinate support from key internal and external business partners to ensure effective execution of marketing plan deliverables

Recommend and negotiate marketing budgets for assigned business areas and manage the effective disbursement of approved marketing/program budget

Actively work to resolve escalated issues effectively and manage any changes within projects

Conduct project reviews to evaluate the effectiveness of programs, ensuring budgets are reconciled, stated goals are achieved and learnings are actionable, well-documented, and shared

Teamwork and Leadership:

Be a primary contact for the business, and act as an expert internal consultant, providing advice and guidance on marketing planning and marketing initiatives/issues

Act as a technical mentor in own field of expertise and contribute to a positive working environment

Build and maintain positive working relationships by effectively communicating and regularly sharing information, learning and knowledge with internal and external business partners

Effectively participate on cross-functional teams

Actively contribute to action plans to address items identified on employee satisfaction surveys

Promote key achievements of the marketing group to share learning and demonstrate value

Qualifications, Knowledge and Skills

Our successful candidate will have/be:

Over 10 years in Consumer or Financial Services Marketing, with a strategic focus including experience developing marketing plans in Wealth management

Working knowledge of marketing strategies and a demonstrated ability to apply them

Strong analytical skills and ability to deliver actionable recommendations from analysis

Demonstrated abilities and strengths in impacting and influencing stakeholders – and an ability to effectively do so across multiple geographies

Ability to proactively resolve problems and manage conflict/negotiate positively

The ability to adapt in a rapidly changing environment

Strong verbal and written communication, time management and organization skills

An undergraduate degree in Business or Marketing, MBA preferred

Compensation

Base depends upon the level of experience and is competitive

Target percentage is 15% of earnings (note: pro-rated on start date based on bank fiscal)

Possible multiplier for performance

4 weeks vacation

Employee Ownership Plan – for every $1 contributed company matches $.50 to an annual maximum

Benefits: flex: medical and dental

Employee discount loans and mortgages (e.g. 1.5% off posted rates regardless of the term, discount on Visa card, free bank account, etc)