thetorontodominionbankcanada.com
The Manager, Privately Managed Portfolios supports TD Wealth Private Investment Advice’s TD Privately Managed Program by shaping the advisor experience from application through onboarding and ongoing development. This role involves collaborating with internal stakeholders to deliver effective program operations, governance, education, and continuous improvement. The position serves as a key liaison for compliance, registration, and technology enhancements while managing advisor pipelines and training initiatives.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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