Private Trust Manager Location Winnipeg, MB :

Work Location: Winnipeg, Manitoba, Canada

Hours:

37.5

Line of Business:

TD Wealth

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 a member of our HR Team and ask compensation related questions, including pay details for this role.

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This role is responsible for providing oversight of the business activities associated with the Trust business in the assigned center. Includes coaching and mentoring of direct Trust team, towards the achievement of business development sales goals and a legendary client experience.
KEY ACCOUNTABILITIES
CUSTOMER
Provide leadership and direction to a high performing Private Trust team ensuring the consistent delivery of a legendary client experience
Work with Trust leadership team to execute an internal partnership strategy to better allow Wealth businesses to capitalize on internal referral opportunities
Identify and present solutions that reflect the client's unique situation by using expertise in estate planning, estate and trust administration, taxation and investment strategy
Raise the profile of the Private Trust and PWM team through partner and community involvement
Maintain effective relationships with internal partners (Wealth, Retail, Commercial etc.), and external centers of influence to ensure an integrated client offering and effective use of resources
SHAREHOLDER
Manage the performance and development of the Private Trust team to ensure a superior employee experience with optimal engagement
Contribute to the development of the business plan and operationalize the plan and deliver on assigned service or functionality
Work closely with key business leaders to develop business plan, ensuring the optimal use of resources and leverage TD's operating model to maximize efficiency, effectiveness and scale
Track business results and coach to superior performance in the achievement of business and financial targets
Ensure programs, policies and practices continue to meet business needs, comply with internal and external requirements, and align with business priorities
Ensure department operates in compliance with applicable internal and external requirements
Ensure appropriate reporting and escalation of issues based on risk profile
Follow and ensure employees are knowledgeable of and comply with Bank and industry codes of conduct
Coach employees to deliver on the business service and operating model
Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
EMPLOYEE / TEAM
Responsible for management of the overall team providing both leadership and guidance
Set targets and objectives for the team, and deliver results
Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
Lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
Lead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams
Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
Recruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
Establish and foster a cohesive team; promote a fair and equitable environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH
Lead and manage a sizeable team of professionals and overall operation of a diverse group in an area of moderate risk, complexity or scope, while growing talent, developing skills and capabilities to achieve career goals, support project / initiative success and achieve business results
Ability to present and make recommendations to senior management and executives
Ensure an integrated approach with other business areas, broader organization, and enterprise as appropriate
Coordinate and prioritize multiple initiatives and manages resource allocation
Establish effective relationships with different Stakeholders, Business Sponsors, Executives and LOB
Provide support and contribute to the overall discipline and strategy for respective areas
Provide coaching, mentorship and guidance to practitioners, business, executives within area of expertise
Deep knowledge and understanding of businesses / technology, and organizational practices/ disciplines
Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function / business
Focus on short to medium-term issues (e.g. 6-12 months)
Reports to the Regional Private Trust Manager
EXPERIENCE & EDUCATION
Undergraduate Degree
10+ years of industry experience
Canadian Securities Course
TEP - Trust & Estate Practitioner
Professional Designations such as MBA, CA, LLB, CFA etc. are desirable, however are not required
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/stores. 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.
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. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional 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.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding We 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.
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. We look forward to hearing from you!
Language Requirement:
N/A.