TD Bank Distribution Onboarding Team Lead, Wealth (US) in Marlton, New Jersey
Distribution Onboarding Team Lead, Wealth (US)
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 over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.td.com/us . Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBankUS and www.twitter.com/TDNewsUS .
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 www.td.com .
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
Auto req ID:
- Must be eligible for employment under regulatory standards applicable to the position.
Manages the coordination of all onboarding aspects between HR, hiring managers, recruiting, TD Wealth compliance, and new hires for all new hires in Distribution core roles (FA, RM, IA, CSA)
Acts as a single point of contact for leadership and responds to any questions related to the end-to-end onboarding
Develops and maintains a process for onboarding
Develops and implements timelines & SLAs; builds and maintains reporting
Develops role profiles for all Distribution roles to define software and system access by role
Leads the coordination with new hires to ensure all system access, real estate, technology, login credentials, key cards/keys/badges, NDIP and SEC required portable signage disclosures, business cards, corporate card, blackberry, etc. have been provided and obtained
Monitors, tracks and reports trainee progress to leadership
Manages the coordination of the scheduling and registration of training
Manages 3rd party relationships with training providers including scheduling services and payment of invoices
Coordinates with Training, Development & Practice Management teams to ensure excellent preparation of all candidates to engage clients and partners
Performs other duties as required
Coordinates HR changes between people managers and HR as needed
Creates role specific new hire orientation for new employees
Partners with HR, Compliance, Recruiting and US Wealth Sr. Management as required
Leadership through physical office presence required
Job Profile Summary
The Distribution Onboarding Team Lead leads staff, assigning, prioritizing and monitoring work, provides coaching and guidance to Onboarding Coordinators. This individual is responsible for designing, implementing, modifying and maintaining a standardized process to complete all aspects of end-to-end onboarding. The Distribution Onboarding Team Lead is responsible for the management and oversight of our licensing and registration programs for individuals required to obtain securities registrations and insurance licenses as well as the procurement and scheduling of 3rd party vendors to provide program support. The role will lead the coordination with HR partners related to posting, recruiting and tracking Distribution hires and is responsible to provide executive level reporting related to staffing.
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 USWAPTDO@td.com . 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.
Bachelor’s degree or equivalent experience
4+ years related experience
Six Sigma certifications preferred
Track record of identifying efficiencies & process improvement
Motivated self-starter with ability to work independently
Proven ability to coach, train and develop others
High degree of organizational, planning & time management skills
Understanding of insurance licenses and securities registrations and the processes needed to obtain same
Attention to detail and effective project management skills.
Strong ability to understand & simplify complex information and processes for the benefit of all participants
Excellent communication & presentation skills to all levels of stakeholders through a variety of mediums
Expert proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
Driver’s License required
336 Route 70 West
TD Bank AMCB
Job Category - Primary:
$24.00 - $38.75 hourly
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