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Lead VP role driving AI strategy and data monetization across TD Securities Global Research.
Shape the future of research technology, productization and client engagement in a dynamic, global environment.
Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$200,000 - $200,000 USD
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:
Reporting to the Head of Business Management for Global Research, the VP - Global Research Business Management at TD Securities is responsible for driving strategic initiatives across Global Research, with a particular focus on AI technology enablement, data productization, and client strategy. The successful candidate will act as a key partner to Global Research, Technology, and Sales teams to enhance tech platform capabilities and usage in workflow, unlock the value of proprietary data assets, own strategy for client data access and monetization, and strengthen client engagement across the franchise through implementation of more systematic approaches to analytics and tracking.
The VP Trading Business Management TDS is responsible to provide the leadership team with information, reporting and support to ensure Trading operational risks are appropriately managed and adherence to internal policies / procedures and applicable regulatory guidelines is effective. This position also works with management / control function partners (e.g. Risk, Legal, Compliance, AML and Audit) to assess risks, develop and implement proactive strategies, tactics and programs to effectively manage regulatory and governance issues for the Trader environment.
Key Responsibilities:
Global Research Technology Leadership
Serve as the business lead for core Global Research technology platforms, including AI and CRM tools and analytics platforms
Act as the primary liaison with Technology teams within TD Securities and TD Bank to define requirements, prioritize enhancements, and influence product roadmaps
Drive optimization of Global Research workflows with an emphasis on AI tools and efficiency
Play a lead role in the development and execution of the Global Research AI strategy, including:
Identifying and prioritizing AI tools and use cases
Driving adoption of AI-enabled tools to enhance analyst productivity and client insights
Partnering with Technology and Vendor Management to onboard and implement scalable AI vendor solutions
Global Research Data Productization
Help lead the development and execution of strategies to commercialize and scale Research data assets
Identify and package high-value datasets into structured, marketable products
Partner with Legal and Compliance to ensure appropriate use and distribution of data
Collaborate with Sales & Trading to integrate data products into client offerings and drive revenue growth
Establish metrics to track product adoption, usage, and financial performance
Client Strategy & Engagement
Help develop and execute the Global Research client strategy, including segmentation, targeting, and coverage models
Develop enhanced tools and tracking to leverage broker vote data and drive performance in client broker vote rankings
Analyze client behavior and engagement trends to inform strategic decisions
Deliver management reporting on client engagement, performance metrics, and competitive positioning
Depth & Scope:
Leads and manages the Trader business management functional area and overall operation of a diverse group in an area of moderate risk, complexity or scope
Ensures an integrated approach with other business management areas, broader organization, and enterprise as appropriate
Deep knowledge and understanding of businesses / technology, and organizational practices/ disciplines
Focuses on short to medium-term issues (e.g. 6-12 months)
Generally reports to a Senior Manager or above
Education & Experience:
Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
Series 7 and 63
5-7 Years of related experience
Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function / business
Ability to provide guidance on Business Management matters and respond to inquiries from business unit staff
Must be detail oriented and possess problem-solving skills
Must be able to work independently with minimal supervision and establish priorities
Proficient in interpersonal communication (both oral and written), and have the ability to communicate effectively with all levels of staff and management
Preferred Qualifications:
Specific experience in Global Research operations, workflows, and distribution models is a plus
Experience in technology platform management, AI strategy, data strategy, or client/coverage strategy
Proven ability to lead cross-functional initiatives and influence senior stakeholders
Strong analytical, problem-solving, project management, and communication skills
Ability to work in a fast-paced environment and to maintain an owner's mentality
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Never
Crawling – Never
Climbing – Never
Reaching overhead – Never
Reaching forward – Occasional
Pushing – Never
Pulling – Never
Twisting – Never
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. 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.
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.
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
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email 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 applicant process.