account manager

Senior Account Manager – Private Client Advice (TD Bank)

Private Client Advice (PCA) is a bespoke insurance experience that protects high-net-worth clients’ valuable assets. As a Senior Account Manager you will deliver a legendary client experience by conducting in-depth discovery of client assets, financial goals, risk tolerance, and creating comprehensive insurance plans with tailored HNW strategies.

Responsibilities

• Conduct in-depth discovery of client assets, financial goals, risk tolerance, and develop comprehensive insurance plans for HNW clients.
• Identify referral opportunities and coordinate a team of partners / advisors to execute integrated plans and consolidate assets.
• Collaborate with TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
• Place specific focus on onboarding clients with investment needs to Investment Management (PIC / PIA).
• Develop improved client experience, operational and practice management practices, and overall personal development.
• Maintain up-to-date knowledge of TDI policies, procedures, industry trends and continuously comply with them.
• Represent TDI and TDBG to the public in a professional manner and promote a positive work environment.

Qualifications

Job Details

Advertised until

2025-12-23

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