Onboarding and Contracting Specialist - TD Asset Management

Description

The Onboarding & Contracting Specialist will be an integral part of TD Global Investment Solutions Institutional Distribution Team.

This team has a primary accountability for providing a high level of client service support to Institutional clients and consultants at one of Canada's largest asset managers, with a growing global presence.

As an Onboarding and Contracting Specialist, you will join the Client Relationship Associate Team. You will work closely with the Relationship Managers, Legal, Risk and Compliance and other key internal stakeholders to own and manage the onboarding and contracting of new business relationships.

Your success will be measured by your contribution in streamlining the onboarding process and contributing positively to the overall client experience.

This position provides the opportunity to join a diverse team with a strong culture focused on collaboration, delivering high quality results and personal development.

Key responsibilities include the following :

• Act as a Project Manager managing business to business contracting in the Institutional space between Legal, Relationship Management, Compliance / Risk and the Client
• Partner with the Client Relationship Associate to prepare onboarding documentation, including drafting the appropriate contract
• Manage end to end client contract negotiation process
• Centralize and maintain non-standard contract clauses database
• Share key client and legal findings on a regular cadence with the Relationship Management team
• Assist in defining our evolving interaction model globally
• Ensure a strong and consistent client experience throughout the onboarding and contracting journeys
• Project manage special projects as they pertain to the client onboarding journey and experience

Job Requirements :

• Have at least three years' experience in a client service role, with expanding complexity
• Strong Project Management experience
• Possess excellent communications skills, both written and oral in French and English is an asset
• Paralegal experience is an asset
• Canadian or global Institutional investment management experience is an asset
• Exhibit particularly strong attention to detail along with exceptional time management and organizational skills
• Be a high energy, results oriented individual with a commitment to providing an exceptional level of service and a reputation for getting things done
• Exhibit ability to work independently and in a team environment, on multiple tasks, providing assistance to sales professionals and guidance and direction to sales support staff
• The ability to work in a fast-paced environment, meet multiple deadlines and prioritize activities
• Exhibit a keen interest in and knowledge of the Canadian and Global investment management industry
• Advanced user in MS Powerpoint, Word, Excel and OneNote

Hybrid : Please note employees will be going to 4 days in the office March 2025

Who We Are :

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.

With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.

Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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.

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 (Quebec only) :

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.