Director - Global Research Business Management

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.

US Labor & Employment Posters | California Privacy | Accessibility | FAQ Our Values At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.

We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.

It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more Canada | US | Europe & Asia Pacific