TD Securities · 5 hours ago
Senior Advisory Product Manager, US Wealth - New York, NY
New York, NY
Full-time
Onsite
Senior Level
$124K/yr - $186K/yr
7+ years expTD Securities is one of the world's leading global financial institutions, and they are seeking a Senior Advisory Product Manager for their US Wealth division. This role is responsible for overseeing product management and development, ensuring risk and quality management, and driving strategic initiatives related to the Advisory Investment platform.
FinanceBankingFinancial Services
Responsibilities
Oversees the end-to-end management of assigned products, services and programs including features, benefits and characteristics that meet customer needs and are priced to meet the firms profit and loss objectives
Manages a particular product or function supporting in the achievement of a business strategy
Acts as a source for innovation led through customer insights and creating a better customer experience with a particular product
Accountable for the development and execution for both strategic and tactical initiatives related to the ongoing development and support of the Advisory Investment platform and solutions
Oversees and is responsible for the risk and quality management of all TD's managed programs as well as the investments available in each program
Responsible for day-to-day product management and product development with mass or niche product/segment suite and moderate/high level of complexity with range of complex attributes
Responsible for platform risk management, creating and updating policies, procedures, and product documentation as needed due to internal changes or regulatory updates and ensuring compliance with all policies and procedures
Supports management with business analysis for all projects or enhancements
Liaises with vendors to coordinate platform change management and solution enhancement
Collaborates with cross-functional teams across disciplines such as operations, technology, design, marketing, legal, compliance, risk, and relevant departments
Provides subject matter expertise for internal and external audits and regulatory exams
Manages 3rd Party platform vendors and partners to ensure risk and quality management of platforms and offering
Handles daily product management and product development responsibilities to make assigned products and programs robust and easier for the Advisors to utilize
Provides holistic solutions that brings together the firm's product shelf to meet the needs of clients
Translates data into actionable insights and recommendations that can improve the products features, functionality, usability, pricing, and value proposition
Performs financial analysis and revenue management
Gathers, analyzes, and interprets trends with data to answer critical business and product questions
Recommends and drives action to improve revenue and/or expense management
Champions the development of the annual business plan and monthly/quarterly forecast process
Supports and resolves sales team day to day questions and issues
Supports training efforts on new system/solution rollout
Works closely with marketing teams to develop and/or refine value propositions and competitive positioning for key solutions
Delivers financial results for the product/product suite via operation of all available levers: pricing, margin, volume etc., creates and delivers business cases to achieve strategic business results (acquisition, retention, customer experience, engagement and market share)
Qualification
Required
Undergraduate degree or product management certificate, and/or
7+ years relevant experience
Previous Product experience typically required
Advanced knowledge of and ability to conduct product research, product analysis and development, forecasting, pricing, competitive intelligence
Knowledge of current and emerging competitor and market trends
Ability to lead, plan, implement and evaluate program/project activities to ensure completion of product initiatives
Ability to forecast and contribute to strategic direction of the product management function and provide advice to senior leadership
Ability to communicate effectively in both oral and written form
Ability to work collaboratively and build relationships across teams and functions
Ability to work successfully as a member of a team and independently
Ability to exercise sound judgement in making decisions
Ability to analyze, organize and prioritize work while meeting multiple deadlines
Skill in preparing and managing budgets and P&L
Knowledge of and/or skill in using analytical software tools, data analysis methods and reporting techniques
Skill in using computer applications including MS Office
Ability to handle confidential information with discretion
Licensing (Role Dependent): Series 7, 63 and 65 (or 66), Life & Health or willingness to get licensed to support various product lines
Preferred
Understanding Advisory platforms and Advisory products & programs in a competitive landscape to position TD in the most competitive way within TDs risk appetite
Subject matter expertise in Advisory offering with depth in developing and maintaining managed programs including but not limited to UMA, SMA, and Rep as PM
Responsible for day-to-day product management and product development responsibilities, making Advisory Programs robust and easy for Advisory to utilize
Benefits
Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition
Company
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
5001-10000 employees
H1B Sponsorship
TD Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-02-06
Canada NewsWire
2026-02-04
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