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TD Bank Retirement Strategy Leader, Wealth (US) in Boston, Massachusetts


Job Title:

Retirement Strategy Leader, Wealth (US)

TD Description:

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .

Auto req ID:



United States

Job Requirements:

  • Must be eligible for employment under regulatory standards applicable to the position.

Partners with quantitative analysts to develop unique insights on spending patterns in retirement.

Develops and delivers retirement insights to client facing teams through presentations and written communications

Deliver retirement product insights to client facing teams through presentations and written communications.

Clarifies complex topics including Social Security, healthcare costs in retirement and prioritization of financial goals.

Enables client facing teams to have more effective conversations with their clients who are transitioning to and living in retirement.

Represents the Company at civic, professional and bank-sponsored events; serves on non-profit boards and participates in professional organizations

Evaluates cost/benefit of various initiatives across region to maximize results and company resources

Manages assigned resources for optimal efficiency, productivity and client service

Proactively identifies, monitors, and manages risk issues, escalating as necessary to minimize risk of loss/error

Serves as regional resource and support on legal, administrative, procedural, and risk issues



Job Description:

The Retirement Strategy Leader is responsible for delivering the retirement framework for HNW, Institutional and Mass Affluent, including defined contribution plans, along with timely retirement-related insights to all client facing teams. Focused on the retirement income-related client needs specializing in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages.


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Massachusetts, Missouri, New Jersey, New York, North Carolina


Asheville, Boston, Cherry Hill, New York


Bachelor's degree or progressive work experience in addition to experience below

10+ Years of related experience

Comprehensive knowledge of financial management, retirement solutions and investments required

Financial and professional designations required

Management experience preferred

Ability to negotiate, manage relationships and influence across Business Lines

Ability to multi-task and adapt to rapidly changing business environment

In-depth understanding of ERISA laws required

Systematic, integrated thinker and critical/analytical thinker

Possesses enterprise business acumen, has business and Wealth Management credibility

Strong execution skills and action oriented - makes the tough people and business decisions

Strong interpersonal and relationship management skills required

Excellent communication skills, written, verbal and presentation

Completion of a recognized retirement certification program required prior to employment

Work Location:

1 Vanderbilt Avenue Corporate, 1701 Route 70 East, 200 College Street, 200 State Street Corporate

Business Line:


Job Category - Primary:

Wealth Management

Job Category(s):

Wealth Management

**Province/State (Primary):


ProvState 2:

New Jersey

ProvState 3:

New York

ProvState 4:

North Carolina

City (Primary):


City(s) 2:

Cherry Hill

City(s) 3:

New York

City(s) 4:


Job Family:

Wealth Distribution Sales Leadership

Time Type:

Full Time

Employment Type:


Work Remotely:


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