Associate Relationship Manager Quebec/Atlantic region

Manage client relationships and develop new business with a primary focus on Quebec and the Atlantic provinces. Interact with key stakeholders including existing clients, prospects and consultants and ensure strong visibility within the covered markets. The Relationship Team is involved in various areas of TD Global Investments Solutions (TDGIS) operations, including, but not limited to:

• A strategic partner for Client service function, serving as the main point of contact with our clients, ensuring that we are fully engaged with the client and their “journey”
• Build strategic relationships with prospects in the institutional marketplace. Positioning TDGIS as a value-add partner through solutions and strategies
• Build relationships with field Consultants
• Ensure strong presence and visibility in the industry in our markets through involvement and participation in industry event and associations
• A strategic partner for the Client Portfolio Manager function
• A strategic partner with Communications for the promotion of TDGIS
• Collaborate with Market Intelligence, Client Strategy, Communications, Thought Leadership, Investment Operations, Performance Analytics, and Information Technology partners
• Maintain an in depth knowledge of all of TDGIS investment strategies

Core Competencies:

1. Self confident
2. Persuasive oral and written communication
3. Entrepreneurial and self-driven
4. Build collaborative relationships
5. Technical expertise
6. Presentation skills
7. Interpersonal awareness
8. Forward thinking
9. Follow through
10. Bilingual in English and French, both written and verbal

Duties & Responsibilities:

1. Manage and deepen existing client and consultant relationships

• Develop and execute cross-sell plans for current clients.
• Regularly review and analyze client accounts and discuss with broader marketing team.
• Ensure client commitment to execution of plan to drive business.
• Meet regularly with clients to provide updates on respective mandates, industry hot topics, policy and investment benchmarking, new regulatory changes to the investment industry. Act as a trusted advisor to develop strong enduring relationships.
• Coordinate with the broader TDGIS team to provide additional services to clients.
• Work with broader Marketing Team to ensure the Client’s requirements are communicated and a smooth client on-boarding process.
• In collaboration with Consultant Relations team, ensure that TDGIS has all available knowledge pertaining to the consultant and all aspects associated with the firm, including knowledge of the client base, personnel, focus of business, other business lines.

2. Develop New Business

• Develop and maintain an active prospect pipeline for business development.
• Leverage existing/prior relationships with target prospects, industry contacts and partner with other areas of the broader TDGIS organization to develop sales opportunities.
• Keep abreast of industry news and events and create a value proposition for prospects.
• Gain competitive intelligence and share with broader organization.
• Sell prospects on TDGIS capabilities in respective asset classes, as well as building our brand as a solutions based provider.
• Meet with prospects over the phone and in person to present our capabilities in a professional manner, using approved presentations and marketing literature.
• Respond to Requests for Proposals (RFPs), including organizing the resources to research and write answers to the questions and meet all RFP response requirements and target timeframes. Involve internal resources as necessary to move the sale forward.

3. Demonstrate industry knowledge and professionalism

• Seek opportunities to serve on organizational committees and lead working sessions.
• Organize client roundtables and panel discussions.
• Represent TDGIS at conferences and other events, ensuring that we have the appropriate people at the event.
• Provide feedback and insight into the relevant industry events and conferences and the validity of participation.
• Seek speaking/presentation opportunities for TDGIS