Financial Services Market Manager II
TD Bank Financial Group - Concord, NH

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Responsible for overseeing

the efforts of Financial

Services Representatives

(FSRs) in a highly complex,

large, or multiple market(s)

from licensing, training,

ramp‐up, Mass Affluent sales

/ TD Ameritrade referrals.

Assures FSRs in the assigned

market are in compliance

with all regulatory guidelines

with respect to the Mass

Affluent offering.

  • Increases Mass Affluent
product sales productivity

and referral flow through

active coaching, planning

with Retail store and market


  • Responsible for supporting /
completing complex product

sales and client meetings.

  • Executes high impact
activities and ongoing sales /

Mass Affluent product

training, coaching and

provides sales support

related project coordination.

  • Develop implementation of
marketing strategy and

measure against defined

business goals.

  • May lead the assessment of
the local target market.

  • May provide marketing
analysis, including local

competitive intelligence and

market share analysis.

  • Team with business
development executive to

launch campaigns that

effectively generate leadsand opportunities.

  • Be accountable to net
revenue growth, return on

investment and marketing

performance metrics.

  • May monitor expenditures,
and may prepare monthly

financial statements and

administrative reports.

  • Monitors assigned market
progress against sales plan.

Provides regular and timely

progress reports

summarizing business

results, activities, and action

plans to Store, Mass Affluent,

and Wealth Leadership.

  • Serves as contact for Mass
Affluent customer escalation

issues. Partners with

Compliance to support

investigations as needed.

  • Travel within assigned
market required.

Job Requirements

  • Demonstrated record of sales
success in a similar


  • Ability to influence Sr.
LeadershipAbility to work independently

and within a team

  • Possesses a strong desire to

  • Excellent verbal and written
communication skills

  • Positive Influence
Management Skills

  • Strong relationship building
and “selling” skills

  • Detail oriented, well
organized, self starter, with a

high energy level and

creative problem solving


  • Able to work in a challenging
and collaborative work


  • Ability to travel within
assigned Market; about 70%

of time

  • Driver’s License required

Bachelor’s Degree or

equivalent experience

  • 3 ‐ 5 years of financial
services industry experience

in a sales capacity

Required Licenses or

Registrations (or obtain

within 90 days of hire):

Skills Category

Impact & Influencing -

Computer skills -

Travel %

More than 50%

About this company
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About TD Bank Financial Group The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Financial Group. TD Bank...