Senior Manager, DI Education Delivery and Strategic Initiatives

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
Business Management, Strategy & Support

Pay Details:
$115,600 - $163,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Job Description

TD Direct Investing (TDDI) is committed to helping investors build the knowledge, confidence, and capabilities they need to achieve their financial goals. As part of this commitment, the Senior Manager, DI Education Delivery & Strategic Initiatives will lead the strategy, execution, and continuous evolution of TDDI's education delivery and strategic growth initiatives.

Reporting to the Vice President Direct Investing Distribution, this role is accountable for driving innovative client education experiences, fostering meaningful client and prospect engagement, enhancing High Value Client (HVC) performance capabilities, and preserving the unique culture that differentiates TDDI. The successful candidate will combine strategic leadership, operational excellence, and people leadership to deliver business outcomes while creating exceptional experiences for both clients and colleagues.

Accountabilities

Strategic Leadership

• Develop and execute the Education Delivery & Strategic Initiatives strategy in alignment with TDDI and Wealth business objectives.
• Lead strategic initiatives that drive client engagement, business growth, innovation, and operational excellence.
• Partner across Wealth, Marketing, Distribution, Communications, Digital, Analytics, and Product teams to deliver integrated solutions and experiences.

Education Delivery & Modernization

• Lead the end-to-end education delivery portfolio, including investor workshops, masterclasses, events, and digital learning experiences.
• Modernize TDDI's education strategy to increase scalability, digital reach, and accessibility.
• Develop innovative approaches to connect with and educate emerging investor segments, including younger investors and prospective clients.
• Leverage data, insights, and evolving client behaviours to continuously enhance education program effectiveness and impact.

High Value Client (HVC) Strategy & Performance Enablement

• Lead strategic initiatives that support client deepening, engagement, and growth within the HVC segment.
• Enhance and automate the HVC performance ecosystem by simplifying reporting, measurement frameworks, dashboards, and operational processes.
• Enable data-driven decision making through scalable tools, insights, and performance management capabilities.
• Drive continuous improvement and adoption of technology-enabled solutions across the HVC portfolio.

Community Engagement & Media Programming

• Oversee community engagement initiatives, strategic partnerships, and investor-focused media programming.
• Ensure content, events, and activations support client acquisition, engagement, retention, and brand differentiation.
• Advance innovative approaches to connecting with clients and prospects through multiple channels and platforms.

Culture, Colleague Experience & People Leadership

• Foster an inclusive, collaborative, and high-performing team environment.
• Play a leadership role in preserving and strengthening the unique culture of TD Direct Investing.
• Champion colleague experience through leadership, engagement, recognition, talent development, and continuous learning.
• Build organizational capabilities and develop future leaders while supporting enterprise transformation and change.

Governance & Operational Excellence

• Maintain strong governance, risk management, compliance, and control practices across the portfolio.
• Ensure disciplined execution, operational effectiveness, and continuous improvement.
• Lead business planning, prioritization, resource management, and performance measurement activities.

Job Requirements

Education & Experience

• 7+ years of progressive leadership experience in wealth management, client engagement, education, marketing, strategy, or related disciplines.
• Demonstrated experience leading large-scale strategic initiatives and business transformation programs.
• Proven track record of developing and executing client engagement, education, content, or experience strategies.
• Experience leading high-performing teams and influencing senior stakeholders within complex organizations.

Key Skills & Competencies

Strategic Leadership

• Strategic planning and execution
• Change leadership and transformation management
• Executive presence and stakeholder management
• Business acumen and results orientation

Client Engagement & Growth

• Client experience design
• Investor education and financial literacy
• Digital engagement strategy
• Partnership development and relationship management
• Understanding of emerging investor trends and demographics

Operational Excellence

• Performance measurement and analytics
• Process optimization and automation
• Program and portfolio management
• Governance, risk, and control management

People Leadership

• Talent development and coaching
• Team engagement and culture building
• Inclusive leadership
• Collaboration and influence

Communication & Influence

• Executive communications and storytelling
• Presentation and facilitation skills
• Influencing across multiple stakeholder groups
• Strong written and verbal communication skills

Who You Are

You are a strategic and people-focused leader who thrives at the intersection of client experience, education, transformation, and culture. You are passionate about modernizing how we engage investors, creating exceptional experiences for colleagues, and leveraging data and technology to simplify processes and drive business performance. You bring a growth mindset, strong leadership capabilities, and a proven ability to translate vision into execution.

Position Purpose

Lead the modernization and delivery of TD Direct Investing's education, engagement, and strategic initiatives portfolio by expanding reach to future generations of investors, enhancing and automating key business capabilities, and fostering a culture where both colleagues and clients can thrive.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet