Skip Navigation
Find a job
at TD Ameritrade.

Find a job at TD Ameritrade.

Institutional Planning and Intake Senior Manager

Quick Facts

Southlake, Texas, Omaha, Nebraska, Jersey City, New Jersey, San Diego, California, Denver, Colorado ID# 2018-18359 Regular Full-Time Senior Manager

Role:

The Sr. Manager of Institutional Planning & Intake is responsible for the end-to-end strategic planning process,  on-going project intake, leadership of periodic planning activities for Sr. leaders, alignment with partners across the firm and driving the creation of the overall strategic plan.  

Responsibilities:

  • Development, implementation and communication of the Institutional strategic planning process 
  • Responsibility for landing annual strategic initiatives
  • Development & maintenance of a living strategy document
  • Developing cross-connection opportunities across the enterprise
  • Work with Institutional Directors/MDs to define annual scorecard goals and report periodic progress to President of Institutional
  • Act as a subject matter expert on Institutional’s strategic focus
  • Actively engage with Institutional leaders to shepherd ideas through the intake, business case and approval process
  • Interface with Office of the CIO to align with enterprise Innovation activities 
  • Facilitate targeted innovation and ideation efforts across Intuitional teams
  • Administer Beacon (Bright Ideas) platform including defining engagement approach with Associates, developing guidelines, establishing workflows for intake, etc. 
  • Standardize business case production for SOC review
  • Regular communication with Institutional leaders on the intake pipeline status
  • Drive agenda, engaging content, logistics and communications for annual Institutional President, MD and Director strategy meeting 
  • Drive agenda, engaging content, logistics and communications for quarterly Institutional strategy update sessions
  • Support Director of Planning & Executive Insights with development and execution of Institutional President senior team strategy sessions
  • Partner with Internal Communications to drive awareness of strategic priorities among associates
  • Develop strong relationships to create a matrixed approach to planning activities
  • Implement and chair a ‘Planning Council’ with Institutional PMO, Marketing, Finance, T2 & Operations  in order to drive alignment of planning process and resulting strategy

Requirements:

  • 4 Year College Degree or equivalent experience required
  • 4 Year College Degree preferred
  • 7+ Years of Experience
  • Ability to synthesize large amounts of complex information into simple, easy to understand messages via verbal, written and PowerPoint communications
  • Proven ability interfacing with executives including a tailored communication style, the aptitude to work with limited instructions and ability to anticipate needs
  • Experience in developing strong partnerships and negotiating between multiple stakeholders. The ability to interface with a diverse set of personalities, levels and departments is a must. 
  • The ability to stay rooted in the big picture while managing the details.   
  • A strategic mindset with an underlying attitude of humility that understands the role & their seat at the table  
  • Project or program management experience highly desired
  • Experience with Bright Ideas Innovation Platform is a plus
  • Military education or experience may be considered in lieu of civilian requirements listed
     

Sign Up for Job Alerts

Interested InSelect a job category from the list of options. Search for a location and select one from the list of suggestions. Finally, click “Add” to create your job alert.

  • Institutional, Southlake, Texas, United StatesRemove
  • Institutional, Omaha, Nebraska, United StatesRemove
  • Institutional, Jersey City, New Jersey, United StatesRemove
  • Institutional, San Diego, California, United StatesRemove
  • Institutional, Denver, Colorado, United StatesRemove
  • Strategic Planning and Analytics, Southlake, Texas, United StatesRemove
  • Strategic Planning and Analytics, Omaha, Nebraska, United StatesRemove
  • Strategic Planning and Analytics, Jersey City, New Jersey, United StatesRemove
  • Strategic Planning and Analytics, San Diego, California, United StatesRemove
  • Strategic Planning and Analytics, Denver, Colorado, United StatesRemove
  • Finance and Accounting, Southlake, Texas, United StatesRemove
  • Finance and Accounting, Omaha, Nebraska, United StatesRemove
  • Finance and Accounting, Jersey City, New Jersey, United StatesRemove
  • Finance and Accounting, San Diego, California, United StatesRemove
  • Finance and Accounting, Denver, Colorado, United StatesRemove

Your Saved Jobs

You have not saved any jobs.

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.

© 2018 TD Ameritrade IP Company, Inc.

Read More

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
    Employees

    Graphic 2 people
  • 350+Branches
    in 49 States

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

    Graphic 2 people