Director - Global Research Business Management

Work Location: New York, New York, United States of America

Hours: 40

Line of Business: TD Securities

Pay Detail: $250,000 - $250,000 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.

Job Description: Reporting to the Head of Business Management for Global Research, the Director - Global Research Business Management at TD Securities is responsible for driving strategic initiatives across Global Research, with a particular focus on AI technology enablement, data productization, and client strategy. The successful candidate will act as a key partner to Global Research, Technology, and Sales teams to enhance tech platform capabilities and usage in workflow, unlock the value of proprietary data assets, own strategy for client data access and monetization, and strengthen client engagement across the franchise through implementation of more systematic approaches to analytics and tracking.

The Director Trading Business Management TDS is responsible for the planning, direction, and coordination of trading operations within The Bank. This position is also responsible for overseeing the development of policies and procedures.

Key Responsibilities:

• Global Research Technology Leadership

• Serve as the business lead for core Global Research technology platforms, including AI and CRM tools and analytics platforms

• Act as the primary liaison with Technology teams within TD Securities and TD Bank to define requirements, prioritize enhancements, and influence product roadmaps

• Drive optimization of Global Research workflows with an emphasis on AI tools and efficiency

• Play a lead role in the development and execution of the Global Research AI strategy, including:

  • Identifying and prioritizing AI tools and use cases
  • Driving adoption of AI-enabled tools to enhance analyst productivity and client insights
  • Partnering with Technology and Vendor Management to onboard and implement scalable AI vendor solutions

• Global Research Data Productization

• Help lead the development and execution of strategies to commercialize and scale Research data assets

• Identify and package high-value datasets into structured, marketable products

• Partner with Legal and Compliance to ensure appropriate use and distribution of data

• Collaborate with Sales & Trading to integrate data products into client offerings and drive revenue growth

• Establish metrics to track product adoption, usage, and financial performance

• Client Strategy & Engagement

• Help develop and execute the Global Research client strategy, including segmentation, targeting, and coverage models

• Develop enhanced tools and tracking to leverage broker vote data and drive performance in client broker vote rankings

• Analyze client behavior and engagement trends to inform strategic decisions

• Deliver management reporting on client engagement, performance metrics, and competitive positioning

Depth & Scope:

• Oversees the development and execution of strategic planning for unit

• Oversees program and project level forecasting and tracking

• Directs the communication of financial policies and procedures

• Manages monthly forecasting and client chargeback process

• Oversees the annual budget process

• Manages the headcount / resource process

• Leads and oversees the end-to-end delivery of requirements throughout the lifecycle of large scale/complex projects or programs requiring a cohesive approach to broad business solutions with full traceability to realize project benefits

• Provides advisory support, leadership direction and guidance to assigned Business Analyst resources, stakeholders an executives of the projects and/or program across multiple Lines of Business (LoB)

Education & Experience:

• Bachelors degree or progressive work experience in addition to experience below

• 7+ Years of related experience

• Strong project management skills

• Strong leadership, interpersonal and relationship-building skills are required

• Excellent analytical skills

• Excellent Microsoft Office skills in particular Excel

• Presentation skills required

• Strong team player and who can work in cross-organization situations

• Highly effective written and oral communication skills; excellent organizational skills

Preferred Qualifications:

• Specific experience in Global Research operations, workflows, and distribution models is a plus

• Experience in technology platform management, AI strategy, data strategy, or client/coverage strategy

• Proven ability to lead cross-functional initiatives and influence senior stakeholders

• Strong analytical, problem-solving, project management, and communication skills

• Ability to work in a fast-paced environment and to maintain an owner's mentality

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 Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

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.