Senior Wealth Brokerage Product Manager-NYC, NY
Core
Oversees end-to-end management of TD's transactional investment platform and full-service brokerage offerings (Fixed Income, Structured Products, ETF, Equity, Options) to meet customer needs and firm P&L objectives.
Role type
Senior Wealth Brokerage Product Manager
Builds
Transactional Investment platform and solutions for TD Wealth advisors and clients
Domain
Financial Services / Wealth Management / Brokerage
Deliverable
product features
Required skills
Product lifecycle management, risk and quality management, financial analysis, revenue management, competitive intelligence, regulatory compliance, vendor management, data analysis, pricing strategy
Preferred skills
Series 7, 63, 65 (or 66) licensing, Life & Health licensing
Technologies
Analytical software tools, data analysis methods, reporting techniques, MS Office
Responsibilities
Manage day-to-day product development and platform risk, establish trading rules and parameters, translate data into actionable insights for product improvement, collaborate with cross-functional teams (operations, tech, legal, compliance), support sales teams and training rollouts, deliver financial results via pricing and margin levers
Seniority
Senior, hands-on IC