2024-04-16
AppCast (https://www.appcast.io)
Other
/yr
full-time
employee
New York
New York
10261
United States
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**Sales Support Specialist I {Wealth}**
349841BR
Wealth Management
Marlton , NJ Additional Locations: Miami, FL Boston, MA Melville, NY New York, NY Philadelphia, PA Greenville, SC
February 16, 2022
**Company Overview**
**About TD Bank, Americas Most Convenient Bank** TD Bank, Americas Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at .
TD Bank, Americas Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol TD. To learn more, visit .
**Department Overview**
These roles will be responsible for supporting individual contributors and various Leaders within Wealth Distribution.
**Job Description**
The Sales Support Specialist performs a variety of activities for a line(s) of business (LOB) designed to support, enhance and increase overall sales performance. The Sales Support Specialist coordinates various LOB sales, marketing support and enhancement programs and initiatives under the direct supervision of experienced personnel. Preferred Qualifications:
Proficient in Microsoft Word, Excel and PowerPoint
Knowledge in NetX360, Envestnet, JIRA Tracker & Salesforce
Strong communication and organizational skills.
**Requirements**
Performs variety of activities for an LOB designed to support, enhance and increase overall sales performance according to established Company policies and applicable legal and regulatory guidelines
Administers ongoing sales and marketing support programs equitably according to plan designs and guidelines, which may include sales contests, product promotions, regional programs and other activities
Provides project coordination to new or existing sales support programs
Assists with strategy meetings, determining sales and marketing needs and requirements and generating ideas
Provides input and basic advice based on knowledge of other LOB and Company initiatives and developing knowledge of industry practices; ensures coordination with other initiatives
Researches various issues, ideas, problems and opportunities discussed in strategy meetings to generate additional information to add to projects
Assists with creation of project plans, adding ideas from research and ensuring that issues, concerns and priorities identified in meetings and other communications are addressed
Assists in implementing project plans under the direction of more experienced personnel
Communicates with various internal personnel, corporate marketing and other Company departments and outside vendors to coordinate assigned programs and complete projects
Resolves problems by coordinating with necessary individuals and more experienced personnel as needed, secures approvals as necessary
Creates sales and marketing materials as necessary in support of various programs and projects
Writes copy, secures approvals and coordinates layout and production with appropriate internal or outside personnel
Designs and develops administrative guidelines for assigned programs under the supervision of more experienced personnel
Assists sales force as necessary, answering questions from staff and customers, providing information and providing other support as appropriate
Provides training to sales staff and others relating to new and ongoing LOB sales and marketing programs, initiatives and activities
Coordinates with LOB training as well as corporate training staff to develop and deliver training as needed
Maintains appropriate records, databases and information relating to assigned programs and projects according to procedures
Reports to more experienced personnel, management and others on program status and updates
Participates in evaluating effectiveness of programs and initiatives
Receives feedback from various LOB areas and outside vendors, passes information to others as necessary and incorporates changes into future project plans
Monitors, evaluates and modifies programs to meet needs of division
Communicates with other areas and Company departments as necessary to exchange information, receive feedback and maintain uniformity of work in accordance with established program guidelines
Develops knowledge of overall Company and LOB sales initiatives and industry trends
Develops understanding of LOB sales, operations and other practices and procedures and applicable legal and regulatory guidelines - Must be eligible for employment under regulatory standards applicable to the position.
**Qualifications**
Bachelors degree or progressive work experience in addition to experience below
1-2 Years of related experience
Project management ability, including ability to coordinate resources and prioritize tasks under deadline
Developing general knowledge of sales support and effective sales enhancement techniques within the industry
Basic analytical and evaluative skills with ability to contribute to the measurement of program performance
Attention to detail
Ability to skillfully and tactfully manage others without direct authority
Self motivator and creative thinker
Ability to coach and influence others to achieve goals
Excellent communication skills, including strong presentation skills and writing ability
PC skills
Maintains appropriate sales licensing if required
**Hours**
40
**Inclusiveness**
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the 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 application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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