Elevate the client experience as Vice President at TD Wealth in Toronto. This strategic role focuses on enhancing client services, optimizing processes, and driving satisfaction metrics.
You will lead the Client Experience Strategy and manage product offerings, ensuring regulatory compliance and fostering collaboration among wealth management teams. Your role requires strategic oversight of expense management, event planning, and third-party vendor evaluations. Engage with stakeholders to achieve and exceed key performance indicators.
Key Responsibilities:
• Steward best-in-class client experience strategies
• Facilitate regulatory complaint handling and resolution
• Optimize processes utilizing automation tools
• Lead event management for client engagements
• Collaborate on KPI establishment with Wealth business units
Requirements:
• Bachelor’s degree in relevant field; MBA preferred
• At least 10 years in wealth management with 5 years in leadership
•...