Project Manager – Business/Ops Planning & Integrated Delivery Lead

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Hours:

Line of Business:

Pay Detail:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Preferred Qualifications:

Role Summary: This role will support the successful delivery of complex business and operations change initiatives by driving Business/Ops planning, coordinating cross-functional execution, and ensuring operational readiness activities are fully reflected in the overall integrated program plan. This role will partner closely with Operations leadership, Change Management, Business stakeholders, Delivery teams, Technology partners, and control functions to align milestones, dependencies, risks, decisions, and readiness activities across impacted groups. The role will also support TD delivery expectations by maintaining disciplined planning, governance, RAID management, decision tracking, artifact readiness, approval coordination, and executive-ready reporting.

Key Accountabilities

• Business/Ops Planning: Lead and maintain the Business and Operations planning view for assigned releases, ensuring operational activities, readiness milestones, decision points, and dependencies are clearly defined and tracked.
• Integrated Plan Management: Partner with the Delivery Lead and program team to incorporate Business/Ops milestones into the overall integrated plan, including critical path items, cross-workstream dependencies, testing readiness, rollout activities, hypercare, and transition-to-BAU requirements.
• Stakeholder Coordination: Act as a key coordination point across Operations leadership, Business SMEs, Change Management, Delivery, Technology, Risk/Control partners, and other impacted groups to ensure alignment on scope, timelines, ownership, and readiness expectations.
• Operational Readiness: Support definition and tracking of operating model impacts, business process changes, procedures, controls, training needs, communications, support models, and go-live readiness criteria.
• Governance and Reporting: Prepare clear status updates, risks, issues, decisions, and escalations for working groups, governance forums, and leadership reviews, ensuring Business/Ops impacts are visible and actionable.
• TD Delivery Governance: Support TD delivery lifecycle expectations by tracking required artifacts, governance checkpoints, approval readiness, decision logs, RAID updates, and escalation materials needed for working groups, steering forums, and leadership reviews.
• Dependency and Risk Management: Identify, document, and actively manage dependencies, risks, assumptions, issues, and decisions across Business/Ops and Delivery workstreams; escalate blockers and support mitigation planning.
• Change Integration: Partner with Change Management to ensure stakeholder impacts, adoption activities, communications, training, readiness assessments, and sustainment actions are integrated into the project delivery plan.
• Execution Discipline: Drive follow-through on action items, decision logs, milestone completion, and readiness checkpoints; ensure owners and due dates are clearly assigned and tracked to closure.

Required Skills and Experience

• Demonstrated project management experience supporting medium to high complexity initiatives across business, operations, technology, and change workstreams.
• Strong planning discipline, including experience maintaining integrated plans, milestone trackers, dependency logs, RAID logs, action registers, and readiness dashboards.
• Ability to partner with senior stakeholders and cross-functional teams to clarify scope, drive alignment, resolve issues, and support timely decision-making.
• Strong understanding of operational readiness, business process impacts, target operating models, transition-to-BAU planning, and change adoption activities.
• Excellent written and verbal communication skills, including the ability to create concise executive-ready status updates, meeting materials, action summaries, and escalation notes.
• Strong organizational skills with the ability to manage competing priorities, follow up on open items, and maintain delivery momentum across multiple stakeholder groups.
• Experience working in a regulated banking or financial services environment preferred, including familiarity with TD-style governance expectations, delivery lifecycle checkpoints, artifact readiness, approvals, RAID management, risk/control documentation, compliance considerations, and executive-level status reporting.
• Payments knowledge is helpful, including familiarity with payment operations, wires/high-value payments, payment processing workflows, operational handoffs, exception management, reconciliation, and related business readiness considerations.
• Ability to operate within a matrixed TD delivery environment, balancing Business, Operations, Change, Delivery, Technology, Risk, and governance needs while maintaining clear ownership, action tracking, and leadership transparency.
• Proficiency with Microsoft Office tools, project planning tools, collaboration platforms, and reporting materials used to manage delivery execution and stakeholder communications.

Success Measures

• Business/Ops deliverables, risks, dependencies, milestones, decisions, approvals, and readiness evidence are visible in the integrated plan and actively managed through TD delivery forums.
• Operational readiness is supported with clear evidence of impacted processes, procedures, controls, training, communications, support model impacts, and transition-to-BAU planning.
• Leadership updates are concise, accurate, decision-oriented, and aligned to TD expectations for status reporting, escalation, and governance transparency.
• Cross-functional partners remain aligned on ownership, timing, dependencies, and readiness expectations across Business, Operations, Change, Delivery, Technology, Risk, and governance stakeholders.

The Vice President, Change Delivery - TDS is aligned with the TDS Delivery Accountability Framework rolled out across TDS and will support the end-to-end delivery of the project's deliverables involving high complexity and many cross-functional and stakeholder dependencies. This function enables efficient and effective program delivery of the dealer's major, cross functional initiatives. TDS Change Delivery reflects a significant evolution of our approach to managing and delivering change in the dealer's largest cross functional initiatives.

Depth & Scope:

• Supports the end-to-end delivery of the project's deliverables involving high complexity and many cross-functional and stakeholder dependencies
• Supports the Change Delivery Leadership/Management in managing a diverse range of stakeholders to meet program requirements and project objectives. Major stakeholders include:
• Trading Business Management (TBM), Market Risk and Model Development (PnL, Risk, VaR), Market Risk Control, Operations/Data Services, Finance, Front Office, Technology and Compliance.
• Provides leadership to technology and business partners to turn requirements into delivery with analyses and recommendations for solutions that meet business objectives with in a timely and cost-effective manner
• Provides timely updates on project status, analyses and findings to senior management and various stakeholders
• Conducts ongoing oversight and review to ensure effective implementation of Change Delivery initiatives through requirement building and stream planning
• Provides support to management by leading stakeholder management activities and communication through stream deliverables
• Understands and manages cross-stream interdependencies
• Assists the PDL with tracking project tasks, dependencies, and requirement gaps (ensuring traction and resolution on all items)
• Identifies and escalates issues to the appropriate individual(s)/group(s) to ensure prompt attention/resolution
• Ensures all infrastructure build activities are supported by adequate documentation
• Provides coaching and direction to junior members of the team

Education & Experience:

• Bachelor's Degree in any field of study required
• 7+ years of prior experience in organizational change management activities
• In-depth understanding and subject matter expertise in self clearing, with experience in Futures preferred
• Prior experience with delivering technology for clearing (self or client) is considered an asset
• Superior understanding of the end-to-end clearing workflow, with in-depth knowledge of the operational aspects
• Superior organizational skills (must be able to identify and track project dependencies & blockers, ensure proper resolution of outstanding items, document meeting minutes and takeaways in a clear and concise manner)
• Established rapport with various stakeholders throughout the bank
• Advanced Excel data manipulation skills (ability to derive findings/conclusions from large datasets and trouble-shoot errors)
• Ability to work on multiple concurrent tasks and manage time effectively
• Flexibility to be able to adapt to unfamiliar, ambiguous or changing conditions
• Demonstrated ability to make sound recommendations for business decisions
• Excellent analytical, problem solving, organizational, and communication skills

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentiveawards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected]. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.