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Strategy and Planning Sr Mgr - Retail Transformation
Strategy and Planning Sr Mgr - Retail TransformationTD Bank • Mount Laurel, NJ, US
Strategy and Planning Sr Mgr - Retail Transformation

Strategy and Planning Sr Mgr - Retail Transformation

TD Bank • Mount Laurel, NJ, US
2 days ago
Job type
  • Full-time
Job description

Strategy And Planning Senior Manager

The Retail Store Strategy & Transformation team leads initiatives that reshape the in-store experience across the US Retail Bankspanning network optimization, physical layout redesign, and the shift to an advice-centered model. This role will focus on translating complex data into executive-ready materials, supporting senior leadership engagement, and bring a consultative approach to sustain cross-functional partnerships.

The Strategy and Planning Senior Manager provides a diverse range of analytical research, strategic and / or operational support and acts as the representative of the executive on a broad range of matters as assigned. The position requires a highly effective communicator with expertise in providing decision support and insight to senior leaders, and discreetly managing matters that are both sensitive and highly confidential in nature.

Responsibilities include :

  • Conducting research, analysis, and preparing briefings; coordinating communication efforts; anticipating and managing both short term and longer term objectives / outcomes / initiatives; and maintaining a current understanding of TDBG strategies and direction.
  • Providing expertise and supporting the planning and the decision support process for a broad and diverse portfolio of activities, coordinating with a variety of internal stakeholders on behalf of the executive.
  • Organizing and participating in management committees and / or similar forums providing necessary research, analysis and recommendations for planning and decision support purposes on behalf of the executive.
  • Providing the executive with an overview of key management information, discussions and / or business issues in advance of business meetings and events, co-ordinating follow-up on outstanding issues as required.
  • Developing and maintaining strong working relationships with leaders, business heads and partners across the business / function and other corporate functions.
  • Ensuring executive is briefed and prepared in advance of meetings and presentations; agendas and invitees assembled, pre-read material prepared and distributed in consultation with TDBG executives, minutes or previous discussions prepared and distributed.
  • Reviewing / summarizing key discussions and / or business issues in advance.
  • Identifying issues requiring research or analysis, determining solutions directly or in consultation with relevant functional / business heads, other internal / external groups as necessary, providing meaningful insight / information in response to issues / questions raised.
  • Supporting development and tracking of milestones and other performance management tools and processes - providing summary reports on progress for executive consideration.
  • Supporting preparation and delivery of Board-level related materials, financial analysis, coordinating communication efforts, anticipating and managing short term and longer term business / functional objectives or outcomes.
  • Maintaining strong organizational awareness and a current understanding of TDBG priorities and overall TDBG strategies and direction.
  • Providing operational support and / or optimize on process improvement as appropriate.
  • Providing support to any working groups tasked with deliverables from these activities.

Education & Experience :

  • Bachelor's degree or equivalent experience.
  • 7+ years of experience.
  • Seasoned professional who can demonstrate relationship management breadth and influence in leading, planning and executing strategic initiatives.
  • Proven track record for success having demonstrated the ability to take independent action to achieve results.
  • Demonstrates experience in managing multiple and / or complex issues with a high level of organizational awareness.
  • Strong relationship, interpersonal, influencing and negotiation skills.
  • Ability to negotiate and facilitate at multiple levels within the business.
  • Strong analysis and problem solving skills as well as proven time management and organizational capabilities.
  • Excellent written and verbal communication skills.
  • Organizational awareness and understanding of companys programs / policies.
  • Familiarity with the "Project Management Methodology" having managed or participated in a multitude of projects an asset.

    • Customer Accountabilities :

  • Understands and supports the Banks Customer Service Strategy.
  • Considers the impact of advice and decisions on the well-being of the Bank, as well as its customers, its employees and stakeholders.
  • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity.
  • Leads, coaches and models quality service delivery at every interaction.
  • Supports the ongoing improvement of the partner / Customer experience.

    • Shareholder Accountabilities :

  • Represents TD at civic, professional and bank-sponsored events; serves on non-profit boards and participates on professional organizations.
  • Represents the franchise both internally and externally; develop and maintain relationships with major clients, regulators, and the investment community and, with other TD leaders, support a high, positive public profile for the TD franchise.
  • Supports the development and implementation of operational strategies and objectives to achieve measurable excellence in the quality delivery of sales, service, and products aligned with Best Run concepts and overall enterprise strategy and objectives.
  • Participates in establishing and executing plans and goals for the Business to drive toward results.
  • Develops and maintains an operating budget, ensuring adherence to budget; may delegate budgetary assignments to direct reports, but maintains overall budgetary responsibility and oversight.
  • Provides financial reports and analysis including budget variances to management on a regular basis.
  • Communicates business strategies, programs and practices establishes and operates change strategy throughout the organization.
  • Delivers business services, functions and capabilities that optimize the use of process, technology and our people, and take advantage of TD's scale and operating model.
  • Ensures TD is a best run, integrated, customer-focused, growth organization.
  • Understands business unit / functions own risk appetite statement, objectives for risk and control, and measures, where applicable, making sure these are aligned with TD's Risk Appetite.
  • Ensures that the business / function operates within TD's Risk Appetite by tracking key metrics against its policies, procedures and limits.
  • Successfully completes all required job specific, compliance-related training and ensures team members complete all required training; understands, utilizes and follows compliance / risk and control programs.
  • Consults with all risk functions in the development and documentation of policies, procedures and controls, for all department processes.
  • Ensures ongoing compliance with internal / external audit and regulatory requirements; provides prompt and comprehensive response to all external audit, regulator and compliance requests and findings; maintains appropriate records of action plans.

    • Employee / Team Accountabilities :

  • Sets appropriate context for the business unit / function to enable optimal performance and alignment to strategy.
  • Supports the creation of goals and objectives for the business unit / function.
  • Communicates those goals and objectives to the team.
  • Builds capability supports / executes plans to acquire, develop and retain the diverse teams with the skills and experience necessary to realize on current and future business strategies.
  • Role models behaviors consistent with TD's leadership profile, customer and employee experience agendas and risk and control culture.
  • Creates an extraordinary place to work advance and sustain a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience.
  • Leads, coaches and develops a highly effective team by ensuring on-going training and performance and development management.

    • Physical Requirements :

  • 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
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    Sr Strategy Planning • Mount Laurel, NJ, US