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Wealth Operations & Technology is the operational engine of TD Wealth supporting all advisory channels under the Wealth banner, TD Asset Management and TD Securities. Our commitment is to operational excellence in order to provide clients with confidence in TD Wealth's extensive product and service offerings.
Managed Accounts Support (MAS) team is responsible for providing one central area of expertise for inquiries, client resolution and ongoing operation support for Wealth Managed Accounts.
Services Provided: - Managed accounts oversight - Liaison between the Field (PIA and FP partners), Wealth Products & Services, TDAM and Operations - Intake and triage of inquiries - Fees processing and support for Managed Accounts
The Managed Accounts Support Analyst performs functions that are focused to mitigate operational and market risks. These functions are performed to ensure data integrity across different system platforms; provide process oversight to our Partners in Wealth Products and Wealth Management Operations, in the resolution of production issues; perform trading related account and portfolio corrective activities.
Job Specific Accountabilities: - Adhere to MAS ticketing policy - Updating Tickets in a timely basis (according to Policy) and ensure closure within SLA to reduce risk of escalation and/or duplication of requests being submitted. - Data Integrity/System Maintenance - Assist to resolve data integrity issues as requested through investigation requests from Front Office, TDAM and Operational Partners. - Maintenance of SMA manager/mandates on MVest, ISM and the iForms tool - including benchmark attachment and fee/expense rule creation and updates - Review and resolve resulting issues that pertain to (but may not limited to) outages on MVest assigned to MAS Team. - Process ad hoc fee reversals and corrections on both Fee Based and Mvest-managed accounts
- Advise management of non-standard requests received or requests received outside of appropriate workflow - Perform manual fee analytics and/or calculations on an ad hoc basis as needed - Be courteous and available to speak with Front, Back and Mid Office partners as applicable via Ticketing, Email and Phones as needed.
Month End Fees - Develop Monthly Fee Plan for Mvest Managed Platform and Trigger Monthly Fee Processes on said Platform (this may require availability on holidays and/or weekends) - Validate the charging of fees to PIA and FP Managed accounts through exception report review. - Identify, investigate and report data inconsistencies between ISM and MVest
Process Oversight - Troubleshoot daily or legacy workflow issues within WM Operations - Work closely with TDAM, and assist in problem resolution for daily issues relating to WM Operation
Portfolio Corrections - Use system macros to effect data corrections en masse, as required - Act as a point of escalation, in order to identify, research, (and if possible) resolve production issues before escalating to appropriate Manager(s) - Work collaboratively with Operations partners to ensure a seamless process flow - Identify opportunities for process improvements and work with Operations partners to implement - Investigate and work with various operations teams as well as TDAM (as needed) to perform trade and/or account corrections - Perform gain/loss analyses of individual portfolios in response to all account/trading errors - Work with operational partners to ensure update/correction of account inconsistencies
Audit and Understanding Controls - Error reporting - track operational errors and amounts written off to Managed Accounts Support and other areas of Operations
Internal Practices & Processes - Complete your daily work in an accurate, timely and efficient matter at all time. Ensure your daily work kept for audit purposes is accessible, organized and filed according to TD Wealth record retention policy. - Ensure necessary procedures, due diligence, quality controls and quality verifications are followed to support the accuracy of all transactions at all times - Contribute to the timely and accurate completion of departments administration work in addition to your daily functions - Ensure issues are handled appropriately by performing quality investigations, escalating issues timely when necessary - Understand and apply department operating policies and procedures at all times
Post-Secondary education required/University degree - CSC, CFA considered an asset - Working knowledge of managed accounts, including product knowledge of account types and their functionality - Commitment to client service excellence - Possess excellent verbal and written communication skills and proven ability to deliver a high level of client - Detail oriented and high organized ability to work in a fast-paced, dynamic environment
Must have: High accuracy, attention to detail - Quick Learner - Exceptional English speaking and communication skills - Flexibility and capability to take on various tasks
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 and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.