AVP Client and Advisor Mutual Funds
TD Bank
- Location
- Toronto, Ontario
- Work model
- On-Site
- Level
- Mid
- Salary
- $155k – $215k/yr
- Posted
- 3h ago
About this role
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
The Client and Advisor Mutual Funds team is part of Wealth Operations in the Wealth National Office. The team oversees the end-to-end administration of the TD Family of Funds, supporting Retail, Wealth and Third-Party channels through fund product launches, pricing, distributions, transaction processing, trade settlement, reconciliations, fund servicing and audit support. The team partners with internal businesses and external stakeholders, including TD Asset Management, Wealth Management, CIRO, Fundserv, custodians, transfer agents and fund companies to ensure operational excellence, regulatory compliance, strong governance and a differentiated client and advisor experience. The department maintains the integrity of critical fund operations while evolving the processes, controls, tools and capabilities needed to meet changing business, regulatory and client expectations.
Role
Mandate The AVP, Client and Advisor Mutual Funds will lead the national mutual fund operations function, ensuring disciplined execution, strong controls and a high quality client and advisor experience while advancing the operating model, capabilities and tools required for a more scalable and insight driven platform. This role requires a senior operations leader with the judgment to manage a complex, regulated business, the curiosity to challenge established practices and the enterprise mindset to build a modern mutual fund operations platform for clients, advisors and business partners. Core Accountabilities Lead National Mutual Fund Operations with accountability for service quality, productivity, controls, resilience, client trust, advisor confidence and sustainable business outcomes. Oversee critical fund administration and servicing activities, including product releases, pricing, distributions, transaction processing, Fundserv settlement, SIP, SWP, DRIP and rollover processing, trade corrections, reconciliations and audit support. Translate Wealth, TD Asset Management and enterprise priorities into operating plans, capability roadmaps and measurable results. Modernize the operating model by simplifying processes, improving workflow, strengthening knowledge management, and using automation, analytics, and Agentic AI where appropriate. Use internal and external benchmarking to identify leading practices, challenge established ways of working and improve service, productivity, scalability, risk outcomes and advisor experience. Lead change related to regulatory requirements, enterprise initiatives, product launches, service evolution and modernization priorities. Support the conversion of the Retail book from SMS to MHA by ensuring operational readiness, effective change execution, risk discipline and continuity of client and advisor service. Maintain a strong control environment by embedding risk, regulatory, compliance, audit and governance requirements into daily execution. Build an inclusive, accountable and coaching based culture with strong leadership depth, colleague capability and succession strength. Client and Colleague Scope Supports mutual fund administration and servicing activities