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TD Bank Distribution Onboarding Team Lead, Wealth (US) in Marlton, New Jersey


Job Title:

Distribution Onboarding Team Lead, 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 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 . Find TD Bank on Facebook at and on Twitter at and .

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 .

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:



United States

Job Requirements:

  • 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 Description:

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 . 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




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

Work Location:

336 Route 70 West

Business Line:


Job Category - Primary:

Wealth Management

Job Category(s):

Wealth Management

State (Primary):

New Jersey

City (Primary):


Job Family:

Wealth Operations

Time Type:

Full Time

Employment Type:


Pay Range:

$24.00 - $38.75 hourly

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