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TD Bank PCS Ops Supv II in Cherry Hill, New Jersey


Job Title:

PCS Ops Supv II

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 at 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 at .

Auto req ID:



United States

Job Requirements:

Supervises a team in a specialized group of Wealth Management Operations

Recognizes gaps and trends

Manages wealth management data processing capability in coordination with internal and external technical resources, including internal technology group, system vendors, consultants and other

Prepares various management reports and other information documenting unit activities; Summarizes and highlights important information, incorporating changes and feedback as needed

Manages operations-related conversion activities for newly-acquired companies and other acquisitions, internal/external audits and other assignments

Audits staff work on a regular basis

Ensures regular reconciliation of assets held in various depositories; broker, vendor and company accounts; and internal control accounts

Supervises monthly processing of common trust funds, including verifying accruals and pricing; determining income distributions; verifying taxable gains and losses; calculating income factors; processing requests for purchases and redemptions; and producing reports

Ensures calculation and verification of accrued income, including tracking accrual exceptions, calculating corrections and identifying and correcting securities setup problems affecting accruals

Maintains data integrity of security master file, account master file, flexible payment records and other system files

Develops, programs and maintains trust Customer statements, including graphical and Flex statements and investment reviews

Establishes and implements operational goals, strategies, programs, policies and procedures in support of overall division objectives, including budget

Provides budget input, tracks financial performance to budget and offers recommendations for operational expense reduction

Supervises revenue area, ensuring appropriate fees are collected; Coordinates account valuation and fees collection for not-for-profit Clients

Trains new staff members and other related departments in operations policies, practices and procedures including incorporating procedures for new products, laws and regulations, coordinating with the training department as needed

Participates in presentations to prospects and Clients as necessary in support of new business and Client retention activities

Resolves asset services-related problems, including compliance issues, release/transfer of assets from decedent's account and moving Client's funds

Supervises Client support program and staff ensuring all Client calls are responded to accurately and timely

Leads effort to educate Customers to utilize technology tools to best advantage

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



Job Description:

Job Profile Summary

The Private Client Services (PCS) Operations Supervisor II manages wealth management technology and Client service operational activities for core, high net worth, institutional, retirement plan and other division areas. Supervises day-to-day activities of a Client services unit specializing in Fund Cash Accounting, Asset Services, Account Services, Reconciliations, User Support/Training, System Administration or Middle Office areas.


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.


New Jersey


Cherry Hill


Bachelors degree or progressive work experience in addition to experience below

5-7 years related experience required

Must know the processes of Fund Cash Accounting, Asset Services, Account Services, Reconciliations, User Support/Training and System Administration to back up when necessary

In-depth knowledge of trust operations activities

Supervisory experience required

Demonstrated organizational and time management skills

Demonstrated ability to problem solve and work independently

Excellent communication skills, both verbal and written

PC skills, including demonstrated ability to learn new systems

A minimum of Series 99 registration is required; If hired without licenses, candidate will need to acquire within a defined period outlined at time of hire

This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA

Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA

A satisfactory criminal background check, credit report, and statements from job applicant regarding administrative, civil, or criminal findings by any government agency are required by federal law for this position

Work Location:

1006 Astoria Boulevard

Business Line:

TD Wealth

Job Category - Primary:

Wealth Management

Job Category(s):

Wealth Management

**Province/State (Primary):

New Jersey

City (Primary):

Cherry Hill

Job Family:

Wealth Operations

Time Type:

Full Time

Employment Type:


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