At TD AMERITRADE you'll find state-of-the-art tools, outstanding personal service, affordable pricing and innovative technology. As an independent investor, or as an associate, you know where you want to go. We're committed to helping you get there by empowering your path to pursue your goals.
TD AMERITRADE is an equal opportunity employer
The physical location of this position is flexible
TD AMERITRADE is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's best big companies1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.
Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.
Role:
This position is responsible for the integration of and support for Active Trader (AT) offers, tools and business development initiatives across the Retail Sales & Service channels. The function will define, propose and influence the overarching Retail Distribution channel roles and responsibilities, client experience and business model to help drive the AT business and other business results. The function will also be required to recognize broad business risks and opportunities for Retail Distribution, taking proactive steps or propose plans to mitigate/capitalize within and across the organization. Individual will be responsible for developing recommendations and obtaining approval from Retail Distribution senior management, as well as gaining alignment with stakeholders across all relevant functional areas.
Responsibilities:
Partnership and coordination with internal stakeholders from Active Trader (AT), associated businesses and other internal stakeholders to help develop offers and business development strategies that help increase AT business, Retail Distribution and TD AMERITRADE overall results.
Development of communication, training and overall integration of Active Trader offers or other initiatives across the Sales and Service organization.
Development and integration of channel delivery strategy and supervision/controls needs.
Development and implementation of Retail Distribution ongoing support strategies or tactics to drive sustainable success.
Requirements:
Bachelor's degree required, advanced degree in business, marketing or related discipline a plus.
A minimum of 10 years experience working in the financial services industry, retail brokerage experience strongly preferred, front-line sales and service experience a plus.
3-5 years experience in product development, channel marketing, business development or related areas.
Strong knowledge of retail brokerage trading and client needs, industry and market dynamics.
Strong strategic mindset, combined with demonstrated ability to translate strategies into concrete results.
Demonstrated influencing and negotiation skills, individual must have the ability to engage and motivate teams with resources who are not direct reports.
Superior verbal and written communication skills; ability to develop concise and effective communications tailored to the specific audience, including experience interacting with senior management level executives.
Excellent organizational skills and ability to manage detail while not losing sight of the big picture.
TD AMERITRADE is an Equal Opportunity Employer. We value diversity and offer a quality workplace.
Forbes award information available at www.forbes.com/platinum . TD AMERITRADE, Inc., member FINRA/SIPC is a subsidiary of TD AMERITRADE Holding Corporation. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company and The Toronto-Dominion Bank. Used with permission.
