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TD

Wealth Client Support Supervisor

TD

Wealth Client Support Supervisor managing wealth management communications and team activities at TD. Ensures exceptional client onboarding and service through comprehensive process management.

Posted 7/2/2026full-timeMarlton • New Jersey • 🇺🇸 United StatesSeniorLead💰 $91,000 - $136,240 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management operations, including team leadership, process implementation, and complex issue resolution. Proficient in financial products and compliance with regulatory requirements.

Highest-signal resume keywords
Team LeadershipProcess ImplementationComplex Issue ResolutionFinancial Industry ExperienceInvestment Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Wealth ManagementInvestment KnowledgeBanking KnowledgeCredit Products KnowledgeProcess Change ImplementationStaff TrainingAudit ExperienceControl Gap IdentificationSales SupportService Activities Management
Soft Skills
CommunicationProblem SolvingSupervisionTeam ManagementEscalation Management
Tools & Technologies
MS WordMS ExcelMS PowerPointContact Management Databases
Certifications & Qualifications
Series 24Series 9/10Series 7Series 63Series 65Series 66
Industry Keywords
Wealth ManagementFinancial IndustryService IssuesControl GapsSales Activities

About the role

Key responsibilities & impact
  • Coordinate communication with multiple areas of the wealth management business
  • Hire, lead, and manage teams supporting sales and service activities
  • Implement process changes to adhere to identified control gaps
  • Supervise escalated situations and review identified items
  • Train new staff members and audit staff on a regular basis

Requirements

What you’ll need
  • Associates degree and/or bachelor's degree
  • 7+ years of related experience (preferably in the financial industry)
  • Series 24 or 9/10, 7, 63/65 or 66 required
  • In-depth knowledge of investments, banking, and credit products
  • Demonstrated experience solving complex service issues
  • Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential

Benefits

Comp & perks
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Career development programs