TD Bank
Associate Institutional Relationship Manager - Burlington, VT
$72K–$108K
Burlington, Vermont · On-site · Manager · Full-time · Posted Oct 30, 2026
- Experience
- 3+ years of Financial Services experience in a sales and service capacity required.
- Education
- 4-year degree, MBA or other advanced degree preferred.
About the job
Supports institutional client relationships through day-to-day account management, client service, business development, and responses to RFPs.
What you'll do
- Retain and grow assigned institutional relationships by providing account oversight and coordinating client needs.
- Support business development with relationship managers and subject matter experts, including preparing RFP responses and sales materials.
- Coordinate account administration, reporting, client reviews, and compliance-related processes.
What they ask for
- 3+ years of Financial Services experience in a sales and service capacity.
- Active Series 7 and 63 securities licenses, or ability to obtain them.
- Consultative sales experience.
- Proficiency in Microsoft Applications (PowerPoint, Excel, Word).
Nice to have
- 65 license preferred; ACI Captive designation preferred.
- 4-year degree, MBA or other advanced degree preferred.
Pay
$72,280 - $108,160 USD (base salary)
Tools
CAP system, Clearwater analytics, Precision Lender, PowerPoint, Excel, Word
Model-written summary · the original posting is authoritative