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Strategic Relationship Management Director

Quick Facts

Southlake, Texas ID# 2018-19298 Regular Full-Time Director


TD Ameritrade is a leading financial services firm providing investors with a broad range of brokerage and consumer financial products and services through its brokerage subsidiaries. TD Ameritrade 's Institutional division provides comprehensive financial services to more than 4000 fee-based independent registered investment advisors (RIA’s).


The Regional Director, Institutional Sales will provide leadership to a team of Sales Vice Presidents throughout the Southeast Region.  This role will primarily lead a team focused on needs and organizational based selling in a consultative fashion, identifying how TD Ameritrade can help RIA’s increase technology and operational efficiencies within their practice, delivering practice management offerings, selling product offerings, conducting profitability analysis, with the overall goal of acquiring new business from new RIA’s as well as growing share of wallet from existing RIA’s.  The Regional Director will also have accountability to integrate comprehensive strategic plans and initiatives to enhance the client experience, increase exposure to market opportunities and maximize the business unit growth, retention and yield. 


  • Leads a team of sales professionals who independently solicits and procures new business from advisors managing $50 million or more
  • Actively promotes and fully understands the features and benefits of the TD Ameritrade Institutional (TDAI) products, services and platform offering to attract and retain assets
  • Minimum sales targets and activity metrics to be met which will be consistent with the business plan for the assigned regional territories, ranging in the multi-billion dollar asset target
  • Applies knowledge and expertise to develop new business and expands existing relationships
  • Understands the investment advisor business and keeps current with industry and market developments
  • Penetrates the regional market, familiarizing established accounts with new products, services and developments
  • Expert knowledge with relevant applications, resources, policies, markets rules and regulations
  • Participates in industry trade show and conventions and conferences


  • 7-10 years of financial industry experience, specifically in the RIA space
  • 5-7 years of management experience
  • Required proven organizational influence and agility within the direct functional area and extending within the Sales organization
  • Extensive knowledge of the investment advisory business, custody and brokerage platforms a must
  • Proven leadership abilities, with prior success in managing a mature Sales team. Leadership should also extend to developing and coaching newer team members and leading by example with the highest ethical standards
  • Fluency in Microsoft Office and iPad applications
  • Degree required in Finance, Business, Economics, Business Management or related field
  • License 7, 63 and 24 required
  • 50% travel is 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.

  • 10,000 Full-time

    Graphic 2 people
  • 350+Branches
    in 49 States

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  • 18,380 Hours Volunteered to
    Community Programs in 2017

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