Description

The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing relationship by providing excellent service, proactively contacting clients, delivering thought leadership across all capabilities at TD Wealth. A critical objective of the ARM will be to engage clients and when clients seek a deeper or broader relationship with TD, introduce the Private Client Relationship Manager that covers the Store most convenient for the client.

The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for retaining and growing assigned c...