Marketing Planning Manager- Wealth and Small Business Customer Marketing

Work Location:

Mount Laurel, New Jersey, United States of America

Hours:

40

Pay Details:

$86,840 – $139,360 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.

Line of Business:

Marketing

Job Description:

The Commercial, Small Business and Wealth product marketing team develops, implements and leads cross-functional marketing strategies that support the objectives of these key business segments. The team works closely with these lines of business to translate their business strategies into marketing plans. The team works to understand market and growth drivers, develops value propositions and identifies proof points that further our competitive advantage. Working closely with marketing COE partners and external agencies, the team develops multi-channel, integrated marketing strategies that touch on all or select levels of the marketing funnel.

This Marketing Planning Manager role will focus on customer marketing strategies for the Wealth and Small Business segments. They will work with business partners from TD’s Wealth and Small Business divisions to develop and manage marketing strategies for the customer onboarding process for newly acquired wealth and small business clients, identifying key points of messaging during the onboarding process and selecting the right channel to deliver the messages. The role will also be responsible for customer marketing efforts for the post onboarding experience, leveraging topical, relevant content to engage clients on an ongoing basis.

The Marketing Planning Manager is accountable for independently developing, implementing and leading cross-functional strategy planning to support moderately complex Marketing portfolios. This position will work closely with the line of business and members of the Marketing team to develop marketing strategies and plans; understands market and growth drivers as well as grows value propositions and proof points that further our competitive advantage, and translates business strategies into marketing plans.

Depth & Scope:

• Marketing advisor for a business, typically leading or contributing on projects of moderate scope and complexity
• Highly seasoned professional role requiring substantial knowledge/expertise in a complex field and knowledge of broader related areas
• Integrates knowledge of the enterprise sub-function’s or business line’s overarching strategy in developing solutions across multiple functions or operations
• Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
• Acts as a technical expert/lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
• Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
• Independently manages end-to-end functional programs
• Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
• Uses sophisticated analytical thought to exercise judgement and identify solutions
• Impacts the achievement of sub-function or business line objectives within the area they are accountable for
• Work is guided by policies and industry standards/methods
• Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
• Works autonomously as the lead and guides others within area of expertise

Education & Experience:

• Undergraduate degree and/or equivalent relevant experience
• 7+ years experience
• Ability to work successfully as a member of a team and independently
• Ability to handle confidential information with discretion

Preferred Skills:

• 5+ years of experience with customer marketing and / or new client onboarding best practices across multiple channels
• B2B marketing experience
• Wealth or investment marketing experience
• Experience with:
• Integrated marketing / product marketing / segment marketing
• DTC marketing approaches, including distributed marketing
• Marketing workflow process / tools / systems
• Managing external vendors / creative agencies
• Working with lines of business to understand their goals and align marketing resources to support achievement of their goals

Customer Accountabilities:

• Creates integrated marketing campaigns that meet business and marketing strategies and objectives
• Gathers, integrates and interprets existing views of the target audience, including demographic, attitudinal, and behavioral data to create campaign kick offs and briefs
• Translates marketing objectives and consumer insights into communication strategy (benefit, offer, reason to believe RTB or proof points)
• Creates or contributes to an inspiring creative brief for media and creative agencies, evaluates creative campaigns and media strategies based on their impact on customer behavior
• Understands role of different media options and their impact on achieving marketing objectives, and oversees flawless execution of tactical media and creative plans
• Leads/interfaces and contributes to cross-functional marketing teams to deliver all elements of campaigns including, targeted and channel marketing
• Develops marketing strategies and plans; understands market and growth drivers, creates a vision of market, channel, and segment potential, develops value propositions and proof points that further our competitive advantage, and translates business strategies into marketing plans
• Delivers and monitors results; ensures stated objectives are delivered on plan (monitor/early indicators) and where required, takes corrective actions to achieve targets
• Analyzes past results and makes recommendations to maximize return on investment
• Evaluates effectiveness of in market activity – Post Implementation Review (including recommendations)
• Tells our Story – effectively communicates the results and sells the value of marketing
• Utilizes the best practices to manage projects in the most effective way (on time, on target, on budget) from initiation to completion
• Navigates through roadblocks by engaging key stakeholders/sponsors
• Leads multi-functional teams through the project
• Tracks and manages budget against plan, meeting all financial reporting requirements
• Focuses and defines the problem to solve, engages resources across functional boundaries to gather data and insight, draws insight from data, making correlations and connections to deliver meaning from disparate sources of data
• Uses data combined with judgement and intuition to make recommendations and drive action
• Utilizes data to tell our story and make recommendations that are simple and concise
• Builds innovative solutions; actively contributes to driving the spirit innovation among the team, brings external thinking/ideas to problems

Shareholder Accountabilities:

• Prioritizes and manages own workload to meet service level requirements for service and productivity
• Adheres to enterprise frameworks or methodologies that relate to activities for respective business area(s)
• Ensures respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities
• Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
• Protects the interests of the organization – identifies and manages risks, and ensures the prompt and thorough resolution of escalated non-standard, high risk issues
• Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
• Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/practices
• Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist
• Applies subject matter expertise in the discipline, provides guidance, assistance and direction to others
• Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
• Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite

Employee/Team Accountabilities:

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
• Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
• Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
• Participates in personal performance management and development activities, including cross training within own team
• Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
• Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

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 is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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.

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