Manager, Business Innovation & Transformation, Wealth Operations

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $91,200 - $136,800 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

Department Overview

TD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth, acting as a centre of excellence for core processes that underpin key moments in our clients' relationship with the Wealth business, including onboarding, transfer services, trade and cash management processing, and delivering client statements and communications. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities.

TD Wealth Operation's goal is to be recognized as an industry leader in Operational Excellence by delivering best in class client, colleague, and partner experiences.

Role Summary

Reporting to the Senior Manager, Business Innovation & Transformation (BI&T) within Wealth Operational Excellence and Project Chassis, this role will act as a supporting multiple tasks from automation; ideate new ideas on tools and technology; support POCs; manage/support existing End-User-Computing objects (EUCs); lead the development and implementation of projects to support Wealth Operations.

The ideal candidate is a go-getter with inclination to solve problems via asking relevant questions. The candidate will excel in analyzing complex problems, developing, and presenting data-driven solutions, and documenting processes and solutions while engaging in ensuring data governance and risk management practices are in place.

Key Responsibilities

Project Management & Collaboration

• Experience of working on multiple projects, delivering outcomes on time and within scope.
• Communicate project status and provide timely escalation of issues to ensure objectives are met.
• Lead, motivate, and develop relationships with Wealth Operations pillars to drive collaborative success.
• Create detailed documentation for requirements, process changes, solutions, and best practices to ensure consistency across the team.

Technical Expertise & Analysis

• Python/Databricks/PySpark: Some experience with building and Cloud and troubleshooting solutions using technologies like Databricks/PySpark. Working experience on Python.
• Excel VBA: Ability to develop and optimize processes using Excel VBA for enhanced operational efficiency. Ability to trouble-shoot existing VBA code.
• Low Code / No Code Expertise: Proficiency in platforms like Power Pivot, Power Query, Power BI, Tableau, Alteryx, and Power Platform for automating and simplifying processes.
• Data Analytics: Experience with advanced data analysis techniques to derive insights from business data and create meaningful visualizations.
• Automation Tools: Familiarity with automation frameworks to reduce manual effort and mitigate risks.

Process Reengineering & Improvement

• Analyze complex problems and develop innovative solutions to drive operational efficiency and effectiveness.
• Conduct technical subject matter analysis on EUCs, providing valuable insights and solution recommendations for improvement/reengineering.

Data Governance & Risk Management

• Support, review and enforce data governance and risk management best practices.
• Review, assess, enhance and update change management and implementation strategy as new requirements are made available.
• Complete all Enterprise governance requirements like manage automation asset's Attestation Process in a timely manner.
• Engage multiple teams across Wealth Operations to share information/knowledge on Data Access, Controls, data management.

Critical Thinking and Problem Solving

• Ability to think critically and evaluate processes to identify areas of inefficiency or risk.
• Excellent problem-solving skills with a proactive approach to improving business operations.

Communication and Stakeholder Management

• Strong verbal and written communication skills to effectively present complex data-driven insights to non-technical stakeholders.

Innovation Mindset

• Curiosity to explore new technologies, methodologies, and approaches to transform business operations.

Qualifications

• Bachelor’s degree in Computer Science, Finance, Business, or a related field.
• 5+ years of experience in a similar role within Wealth Operations or a related area.
• Proficiency in Python/PySpark, Databricks, Excel, VBA, JIRA, Confluence; experience with Alteryx, PowerBI and Tableau is highly desirable.
• Demonstrated experience in process reengineering and improvement initiatives.
• Excellent data and analytical skills.
• Experience in Data and Risk Governance or related roles.
• Strong communication skills, with the ability to present complex information clearly and persuasively.
• Experience in process documentation and creating detailed process maps.

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support.

Additional Information

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.