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Institutional Wealth Management Services Team Manager

Quick Facts

San Diego, California ID# 2019-22640 Regular Full-Time Manager


Here at TD Ameritrade everything we do is centered around our Core Values and our mission to be the better investment firm for today’s investor.  People Matter means we value and welcome diversity and want to inspire one another to reach our full potential.  Being Client Driven ensures we anticipate what our clients value and need.  Integrity & Trust is making sure we’re honest, trustworthy and accountable for our actions.  Openness & Collaboration ensures we share information and inspire and challenge one another to be better.  Meaningful Innovation means we apply new ideas, methods, and use tools to uncover and seize opportunities that creates lasting value for our organization and those we serve.


TD Ameritrade is looking for a dynamic leader to join our growing leadership team as a Team Manager. As a Manager, you will provide oversight to a service team dedicated to delivering a best in class customer experience to our Registered Investment Advisors (RIA) and their clients.  Key accountabilities include: daily and intraday deployment of Regional Service Cell resources, daily management of all Regional Service Cell queues, issue resolution and coordination of associate training schedules and coaching.  


  • Manages the daily and intraday deployment of Regional Service Cell resources (associates) to manage service level delivery
  • Daily management of all Regional Service Cell queues including: Telephony, Principal Review, New Account Opening, Account Maintenance, Banking Services, Inbound Account Transfers, Outbound Account Transfers, Internal Transfers and Cash Management (excluding physical deposits)
  • Serves as the primary point of contact for internal complaints relating to service delivery
  • Ability to recognize, monitor and make decisions based on risk management, quality assurance and loss prevention within the Advisor Services domain
  • Coordinates the training of new and existing associates
  • Partners with Group Manager in the interview and hiring/termination process as well as in the quarterly and annual merit and Pay for Performance process including: manager evaluations and merit reviews
  • Conducts monthly one-on-one feedback and coaching sessions with all frontline associates 


  • 4+ years related and total experience
  • 4+ Years of previous brokerage experience, preferably supporting advisors in a front or middle office environment
  • Extensive knowledge of equities, options, and mutual funds
  • Experience and knowledge of Middle office technology such as Imaging/Workflow and CRM tools
  • Series 7 and 63 or 66 required  
  • Series 24 required 
  • 4 Year College Degree preferred (Finance preferred)
  • Military education or experience may be considered in lieu of civilian requirements listed

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2019 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time

    Graphic 2 people
  • 350+Branches
    in 49 States

    Graphic 2 people
  • 18,380 Hours Volunteered to
    Community Programs in 2017

    Graphic 2 people