Regional Advice & Sales Director (US) - New England Central
Work Location:
Boston, Massachusetts, United States of AmericaHours:
40Pay Details:
$148,720 - $240,240 USDTD 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:
Sales & Customer Distribution SupportJob Description:
The Regional Advice and Sales Director is responsible for driving advice behaviors and sales performance tactics through the execution of TD's signature sales, advice and customer experience program resulting in tangible benefits for shareholders, customers and employees. Success will be measured by a combination of actual scorecard results in metrics such as sales, and customer experience as well as the sales and advice program behaviors directly aligned to those results. The role has elements of strategy, coaching, training, influence, execution and accountability.
Depth & Scope:
- Aligns to specific geographies and will serve as the primary liaison between assigned geographies, product and distribution partners
- Oversees deployment, adoption, and execution of the advice, sales and customer experience program within their Region and pr ovides ongoing insight and executive level thought leadership to senior retail leaders to drive success in sales and advice behaviors and metrics
- Serves as the conduit for key enterprise initiatives, providing strategic insight from project development to successful field adoption, while consultatively supporting senior retail leaders
- Strategic partner that is responsible for driving advice behaviors, KPIs, and performance outcomes within the assigned region
- Develops and drives the tactics for ensuring all training is complete, behaviors are executed, and results are achieved
- Influences at all levels and in all directions. Influences adoption and execution in the field, and improvements required to drive behavioral results and performance outcomes. Must be able to effectively influence in person and remotely via phone/virtual means, demonstrating effective verbal and written communication skills
- Provides consistent leadership to the team and promotes a culture of on-going feedback /performance accountability and development discussions consistent with TD AMCB culture
- Requires time spent in the field working directly with market leadership, time working to coach and educate retail leaders virtually and in person meetings, and time spent working on projects that drive advice behaviors and performance outcomes
- Contributes to building, modifying, and delivering on all learning/training – including the BeLegendary program. Also responsible for learning completion rates across learning
- Responsible for change management, field engagement, education, upskilling, and sustained executional excellence
- Leads, drives, and develops programs that positively impact the customer and employee experience; at times, consulting as a Subject Matter Expert on various programs/projects
- Influences at all levels and in all directions. Influences adoption and execution in the field, and improvements needed to the program. Must effectively influence in person, via phone and in writing
- Drives adoption of execution of scorecard results via the sales and service program behaviors and routines. Evaluates performance analytics, identifies scorecard gaps, pinpoints root causes related to the critical behaviors, shares key insights and communicates and drives changes required
- Spends 40% of the time in the field directly working with Store Managers, 40% of the time working to coach and educate Leaders via calls and virtual meetings and 20% of the time working on other learning, knowledge and confidence activities designed to drive results and behaviors network-wide
Education & Experience:
- 4-year degree or equivalent experience
- 10+ years related experience required
- 3-5 years of leadership experience in a leadership role within sales, operations or customer experience
- Exhibits strong leadership competencies, including collaboration, flexibility, influence, innovation, creativity, integrity and passion
- Strong project management skills with ability to influence at all levels
- Proven ability to multi-task in a fast-paced sales environment
- Proven ability to negotiate, manage relationships and influence across business lines
- Demonstrated credibility and ability to instill followership
- Excellent written and verbal communications skills
- Demonstrated sales administration and management ability
- Consumer lending experience preferred
- Strong understanding of store operations, policies and procedures
- Proven analytical skills
- PC Skills include Microsoft Office Suite and ability to craft professional presentations and reports
- Previous sales and business development experience a must
- Extensive regional travel required
Customer Accountabilities:
- Understands and supports the Bank's Customer Service Strategy
- Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
- Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
- Models quality service delivery at every interaction
Shareholder Accountabilities:
- Contributes to the achievement of business objectives by driving sales and service performance
- Understands and applies operating policies and procedures
- Supports the timely and accurate completion of business processes and procedures
Employee/Team Accountabilities:
- Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
- Participates in personal performance and development activities
- Acts as a brand champion both internally and externally
- Collaborates with team members in contributing to the success of the team and organization
- Partners as a team player
- Actively seeks opportunities to improve delivery of work with high attention to quality standards
- Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
- Positively embraces change
- Adheres and participates in TD's Shared Commitments
- Engages in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel – Frequent
- 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 [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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