Business Services Manager

Business Services Manager at TD collaborating with Wealth Market Leaders for business administration and service functions. Ensures compliance, onboarding, and sales reporting for efficient operations.

Posted 7/24/2026full-timeMarlton • Florida, New Jersey, South Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $30 - $48 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and leadership capabilities in managing business administration and service functions within the wealth management sector, ensuring compliance with industry standards and effective communication across teams.

Highest-signal resume keywords

Bachelor's DegreeSales Reporting ManagementCompliance StandardsConflict ResolutionExpense Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AdministrationSales SupportBudget TrackingOnboarding ProcessesCustomer Retention Strategies

Soft Skills

Attention to DetailPrioritizationCommunicationInfluencing SkillsLeadership

Certifications & Qualifications

Series 7Series 63Series 65Series 66

Industry Keywords

Wealth ManagementLicensed FunctionsOperational SupportLabor LawsOSHA Compliance

About the role

Key responsibilities & impact

Works closely with the assigned Wealth Market Leader(s) to manage, support and execute all business administration and service functions within the market.
Facilitates communication and training for local staff and partners with the Risk team in ensuring compliance standards are met.
Ensures the appropriate onboarding of new colleagues and works with the centralized support staff for superior execution of processes.
Assists the management of the sales reporting for the field teams as assigned by the Wealth Market Leader.
Follows direction from WMLs and in conjunction with Shared Services, executes book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance.
Assists in the coordination of assigned accounts for redistribution and customer retention, during instances of LOAs, territories changes, attrition.
Expense management, including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to bank policies.
Manages and promotes bank initiatives, projects and remediations.
Collaborates with their market on the new hire process and training orientation, including coordinating operational and client service support for newly recruited sales and support staff.
Manages service approvals, including escalations with the centralized support staff.
Acts as liaison between the market and various bank departments as necessary.
Administers other duties as assigned by the WML.
Ensures compliance with Firm policies and procedures from an operations and service perspective/including labor and wage laws, OSHA and compliance with all labor related posters.

Requirements

What you’ll need

A bachelor's degree with 2 years' experience or 5 years industry working knowledge
Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees
Optional Series 7, 63, 65 (or 66)
Organized with strong attention to detail
Ability to prioritize work tasks
Identify issues and trends and communicate possible solutions
Leadership capabilities
Conflict resolution capabilities
Ability to influence groups of employees at different levels

Benefits

Comp & perks

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
reward and recognition