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Senior Manager, Internal Strategic Relationship Management

Quick Facts

Southlake, Texas ID# 2018-19297 Regular Full-Time Senior Manager


The SRM Manager will be responsible for managing an internal institutional sales team of up to 5 people.  The team will be responsible for client retention and NNA for 1200 Institutional clients, $5B in NNA and $120M in revenue


  • Ensures associates are hitting productivity and activity targets that help drive NNA and revenue to TDA
  • Reviews and approves all pricing proposals to ensure that all sales deals are profitable to TDA
  • Provide feedback to senior management and product development teams based on voice of the client interactions and industry competition
  • Insures retention of existing business by monitoring immediate flight risk situations as well as driving succession planning discussions, tools, and resources to associates to address long term AUM risk.
  • Weekly coaching on sales best practices and client engagement strategies with each individual sales person
  • Model the SRM mission to associates and provide them with macro level insights on trends and opportunities they can leverage to boost client engagement.
  • Create and review quarterly evaluations with team members focusing on continuous improvements
  • Manage progressive discipline process including employee separation
  • Manage recruiting and hiring process including working with HR SRM to source and post the job, all screening and interviewing  and the final hiring decision
  • Managing team activity on a weekly basis
  • Establishes and adheres to written supervisory and desktop procedures.
  • Ensures that all inbound and outbound correspondence is properly reviewed and approved.
  • Ensures that we are adhering to the firm’s AML, gift and entertainment, compliant handling, and client identification policies.
  • Conducts QSARs to ensure appropriate associate system access based on role.
  • Provides supervision to licensed and unlicensed associates.
  • Designs heightened supervision plans as needed.
  • Keeps associates informed about the health and direction of TDA, and TDAI Sales teams
  • Gathers associate feedback on TDA work environment and drives associate engagement through action planning committees.
  • Creates and lead a positive working environment that promotes; TDA’s core values, a diverse and inclusive environment, our continuous improvement culture, empowers employees.


  • 4 Year College Degree or equivalent experience required
  • 4 Year College Degree preferred
  • 3-5 years of experience
  • Ability to lead a group of multiple teams of associates in meeting critical time and quality metrics on a daily basis
  • Strong decision-making, judgment, problem-solving, analysis, project management skills required 
  • Ability to translate strategy into tactical plans that can be easily executed by multiple teams in a consistent manner
  • Experience leading customer-driven initiatives including analytics, issue identification and resolution, and design of improvements and enhancements. 
  • Superior leadership skills with the ability to motivate and inspire team members, both on an individual and team level, with regards to achievement of corporate, business unit and personal goals
  • Ability to provide honest and constructive feedback regarding associate performance, focusing on the client experience, and achievement of personal, professional and company goals
  • Excellent verbal/written communication skills 
  • Extremely organized with an attention to detail and the ability to multi-task
  • Strong computer skills with proficiency with Microsoft Office products
  • Outstanding communication, listening and analytical skills
  • Present a positive, professional image
  • Ability to influence, collaborate with and connect to business partners of all levels
  • Military education or experience may be considered in lieu of civilian requirements listed
  • Series 7 and 63 or 66 required

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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.

© 2018 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.

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