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Strategic Planning and Executive Insight Senior Specialist

Quick Facts

Southlake, Texas, Omaha, Nebraska, Jersey City, New Jersey, San Diego, California, Denver, Colorado ID# 2018-18358 Regular Full-Time Second Level Professional


This Sr. Specialist role will provide support for the department’s Chief of Staff responsibilities, strategic planning functions, and voice of client initiatives in addition to delivering executive-level insights on a recurring and ad hoc basis.  


  • Provide cross-functional consistency to the department by bringing a holistic view of all Chief of Staff activities
  • Support presentation development for Institutional MDs to use in various settings (town halls, department meetings, etc.)
  • Under the direction of Sr. Mgr., Inst Executive Insights, build portions of business cases and presentations to the CEO, CFO other SOC members, and Institutional Senior Leadership
  • Work independently to research current business challenges that identify the root cause and provide potential solutions to help inform Institutional leadership in making strategic business decisions
  • Assist with the development and execution of various planning activities for Institutional throughout the fiscal year (off-sites, roadmaps, etc.)
  • Help facilitate the development and reporting of scorecards at a top-of-the-house Institutional level
  • Partner with the Planning & Executive Insights team and Finance throughout the planning process
  • Gather select metrics in order to produce recurring executive reporting, while interpreting them appropriately to provide the right commentary and story
  • Synthesize large quantities of information, identify trends and potential blind spots, and communicate insights in a clear and cohesive manner
  • Identify opportunities for efficiencies across the department’s various recurring reporting responsibilities and implement improvements
  • Assist with the preparation and development of Advisor Panel and Client Experience Panel meetings (agenda, master meeting presentation, communications to advisors, logistics, etc.)
  • Develop post-meeting debriefs to capture insights and themes from each panel meeting to inform Institutional Senior Leadership and the overall strategic plan


  • 4 Year College Degree or equivalent experience required
  • 4 Year College Degree preferred
  • 4+ years of experience
  • Proven ability to juggle incoming work from multiple sources, prioritize and execute accordingly. 
  • Ability to synthesize large amounts of data and complex information into simple, easy to understand messages via reporting and PowerPoint communications
  • Demonstrate autonomy in researching and interpreting business results and trends
  • Attention to and appreciation for detail with proven ability to manage several work streams/projects concurrently and deliver high quality outputs within short timeframes
  • Strong leadership skills with the ability to achieve results by working with others effectively
  • Effective self-starter with an aptitude for creative solutions and driving change
  • Demonstrated knowledge of the financial services industry and interest in the wealth management space
  • Proficiency in Microsoft Excel and PowerPoint
  • Experience with using Tableau a plus
  • Knowledge of Salesforce CRM a plus
  • 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.

© 2018 TD Ameritrade IP Company, Inc.

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