Senior Manager, DI Education Delivery and Strategic Initiatives at TD | CA | Rezi

Senior Manager, DI Education Delivery and Strategic Initiatives at TD

Senior Manager, DI Education Delivery and Strategic Initiatives

TD · CA

Yesterday

Senior Manager, DI Education Delivery and Strategic Initiatives

TD · CA

2 days ago
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About the Role

TD Direct Investing (TDDI) is committed to helping investors build the knowledge, confidence, and capabilities they need to achieve their financial goals. 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, driving innovative client education experiences and fostering meaningful client and prospect engagement.

Responsibilities

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

Requirements

  • 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.

Skills

  • Strategic planning and execution
  • Change leadership and transformation management
  • Executive presence and stakeholder management
  • Business acumen and results orientation
  • Client experience design
  • Investor education and financial literacy
  • Digital engagement strategy
  • Partnership development and relationship management
  • Understanding of emerging investor trends and demographics
  • Performance measurement and analytics
  • Process optimization and automation
  • Program and portfolio management
  • Governance, risk, and control management
  • Talent development and coaching
  • Team engagement and culture building
  • Inclusive leadership
  • Collaboration and influence
  • Executive communications and storytelling
  • Presentation and facilitation skills
  • Influencing across multiple stakeholder groups
  • Strong written and verbal communication skills

Location

  • Toronto, Ontario, Canada

Work Type

  • Full-time

Experience Level

  • Senior Manager

Salary/Compensations

  • $115,600 - $163,200 CAD

Benefits

  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs
  • Training and onboarding sessions
  • Online learning platform
  • Mentoring programs

About the Company

  • 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.

Equal Opportunity

  • 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.
  • 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.