Customer Success Jobs at TD Securities with Visa Sponsorship

Work Location:

New York, New York, United States of America

Hours:

40

Pay Details:

$115,440 - $186,160 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.

Line of Business:

Marketing

Job Description:

As the Senior Marketing Manager, Onboarding and Early Month on Book, Consumer Deposits, you will lead a dynamic team of marketing professionals and serve as a strategic advisor to the Consumer Deposit Products and Payments (CDPP) business. In this influential role, you will be a key partner to business leaders, leveraging your expertise to fully understand their strategic objectives, client needs, and product offerings. You will transform these insights into robust, integrated marketing strategies, harnessing both digital and direct-to-consumer channels. Your contributions will directly shape business operations and drive impactful decisions at the highest level.

This role focuses on developing and executing strategies to onboard and retain new deposit customers. Extensive banking experience will be essential as you architect and implement marketing initiatives designed to strengthen the onboarding journey including activation, primacy, and retention, and overall customer lifetime value. You will collaborate with a network of internal and external stakeholders to deliver sophisticated marketing plans and programs that exceed business goals, enhance the client experience, and drive profitable growth. You will be responsible for optimizing the customer journey at every touchpoint, bringing a data-driven approach to measure, analyze, and refine marketing investments to accelerate revenue and business expansion.

As a valued member of the department, you have deposits (or other consumer) marketing experience at a top bank, or financial services/marketing experience with Fortune 500 companies with a proven track record of successfully navigating large, complex organizations. You have supported marketing planning for the business with a comprehensive understanding of how the business operates to solve technical, operational, and business problems. You also have experience crafting compelling and insights-based presentations that you will deliver to executives. 

The Senior Marketing Manager is a top-level marketing expert that manages/leads development and/or execution of marketing large scope plans/programs/projects/strategies by designing and delivering complex marketing solutions/insights consistent with TD’s marketing standards and strategies, in support of business results, customer engagement and experience.

Depth & Scope:

• Oversees multiple and/or complex marketing projects/programs/strategies that may impact several businesses/product lines
• Recognized as top-level marketing expert within the organization and requires significant in-depth and/or breadth of expertise in a complex field and knowledge of broader related areas
• Role requires substantial integration of projects/programs involving significant scope, strategic impact and complexity
• Role requires substantial relationship management breadth and influence in leading strategic initiatives, planning and/or integrating executional activities
• Typically leads or contributes on projects of significant scope, strategic impact and complexity
• Senior specialist providing advisory services to executives, business segment leaders and governs the requirements for own work
• Integrates knowledge of the enterprise function's or business segment’s overarching strategy in leading program design, policy formulation or operating standards within one or more areas of expertise
• Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements
• Serves as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts
• Advises on execution strategy and leads the development and deployment of functional programs or initiatives within their own field or across multiple specialties
• Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of their own field
• Requires innovative thinking to develop new solutions
• Impacts the technical or functional direction and resource allocation of part of an enterprise function or business segment
• Works within general policies and industry guidelines
• Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader organizational context
• Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meet the business needs on a complex project or program
• Identifies and leads problem resolution for project/program complex requirements related issues at all levels

Education & Experience:

• Undergraduate degree or relevant professional certifications, designations, or equivalent required
• 10+ years relevant experience
• Advanced knowledge of multiple marketing disciplines, strategy development, consulting principles, lines of businesses supported, banking industry, and product/customer markets
• Advanced knowledge of customer and brand research techniques and ability to develop analyses and insights that will drive customer strategy formation and business decisions
• Knowledge of current and emerging competitor and market trends
• Knowledge of risk management environment, standards and regulations
• Ability to manage a budget and work within the constraints of that budget
• Ability to contribute to strategic direction of the function and provide advice to senior leadership
• Ability to establish goals and objectives that support the strategic plan
• Skill in mentoring, coaching and performance management
• Advanced ability to lead, plan, implement and evaluate program/project activities to ensure completion of initiatives
• Ability to exercise sound judgement in making decisions
• Ability to make an impact, influence and achieve results with effective negotiation, problem-solving and communication skills
• Ability to work collaboratively and build relationships across teams and functions
• Skill in using analytical software tools, data analysis methods and reporting techniques
• Skill in using computer applications including MS Office
• Ability to analyze, organize and prioritize work while meeting multiple deadlines
• Ability to work successfully as a member of a team and independently
• Ability to handle confidential information with discretion

Preferred Skills:

• Financial Services industry experience
• Bachelor's Degree or MBA preferred
• Deposits client onboarding experience
• Ability to forecast initiatives and demand in order to develop annual strategic plan
• Skill in managing budgets, P&L and resource allocation

Customer Accountabilities:

• Designs, develops and executes marketing solutions to address marketing/business needs/plans/strategies, to support a positive customer experience and the brand, ensuring alignment with internal marketing standards/goals
• Reviews, understands and ensures marketing solutions/initiatives are strategically sound and consistent with TD’s customer experience and brand image
• Manages assigned projects from scoping/briefing to launch/fulfillment, following established processes, privacy processes and visual/brand standards
• Participates in project scoping and preplanning sessions, proactively providing partners with advice and expertise on recommended tactics and marketing solutions
• Works with marketing partners and business units to develop appropriate customer insights for marketing briefs
• Develops creative briefs that consistently adhere to product positioning where applicable and leverage internal/external marketing creative experts on the development of creative
• Conducts internal/external Agency/Supplier briefing sessions and creative presentations to internal clients
• Provides ongoing communication to ensure appropriate stakeholders are notified of progress or changes in program content, budget, direction, timeline or status and escalates as appropriate
• Proactively acknowledges errors; notifies management promptly where appropriate, and works with team to resolve
• Captures and shares lessons learned from projects/campaigns/initiatives to be incorporated in future
• Delivers strong marketing communications on strategy, on time, on budget and error free
• Develops and maintains an understanding of TD businesses, products, policies and processes to deliver and ensure effective marketing solutions
• Delivers actionable recommendations based on insights generated through integration of multiple sources (e.g. internal customer experience tracking programs, syndicated research, ad hoc analysis, competitive monitoring, external centres of excellence)
• Assesses the effectiveness of programs, processes and documentation; evaluates the impact of marketing solutions on the achievement of business results
• Delivers and manages programs (e.g. customer experience) and/or project plans by assigning and tracking workgroup project ensuring established processes are followed, and delivering all projects on strategy, on time, on budget and error free
• Manages the appropriate use of resources (i.e., people, budget, processes) within area of responsibility
• Develops and manages good working relationships and maintains open dialogue with key internal and external business partners to ensure adequate execution of project deliverables
• Actively works to resolve escalated issues and manages changes within the project/program/initiative
• Evaluates the effectiveness of corporate marketing processes/services and recommends/champions possible enhancements
• Provides input and works with Marketing Planning to assist in the management of the Marketing calendar
• Recognized within TD as an expert within own field of expertise
• Provides advice and guidance to employees and business partners on customer experience, maintaining the brand image, standards, application and execution within area of expertise
• Continuously enhances knowledge and keeps current with leading-edge and emerging strategies, capabilities and/or trends in own field of expertise and competitive landscape and drives innovation throughout the customer experience and insights process
• Understands marketing disciplines and how they link together to deliver integrated solutions and enhanced customer experiences
• Remains current with key business initiatives/issues and developments within TD
• Participates in the annual planning cycle

Shareholder Accountabilities:

• Manages project budgets within forecasted spend
• Arranges for timely billings, maintains progress billing standard and promptly communicates variances
• Confirms quarterly forecast amounts (invoices and estimates) for quarterly budget lockdown
• Identifies ways to increase production efficiencies in order to maximize marketing dollars spent on all marketing programs
• Prioritizes and manages own workload to meet service level requirements for service and productivity
• Adheres to enterprise frameworks or methodologies that relate to activities for respective business area(s)
• Ensures respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities
• Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
• Protects the interests of the organization – identifies and manages risks, and ensures the prompt and thorough resolution of escalated non-standard, high risk issues
• Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
• Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/practices
• Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist
• Applies subject matter expertise in the discipline, provides guidance, assistance and direction to others
• Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
• Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite

Employee/Team Accountabilities:

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
• Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
• Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
• Participates in personal performance management and development activities, including cross training within own team
• Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
• Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

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 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.

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

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.