Director, Investment Banking and Equity Research Technology

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

Technology Solutions

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

Director, Investment Banking and Equity Research Technology

Building a World-Class, Diverse and Inclusive Technology Team

We are seeking a highly organized, strategic, and execution-focused Chief of Staff to support Investment Banking and Equity Research technology. This individual will act as a key partner and trusted advisor to the executive, helping to drive priorities, manage operational effectiveness, and ensure seamless communication and alignment across multiple technology teams.

The ideal candidate is a self-starter with strong business acumen, exceptional organizational skills, and the ability to influence and coordinate across functions in a fast-paced environment.

Key Responsibilities:

Strategic Planning & Execution: Partner with the Technology Executive to drive strategic initiatives and track progress on key goals and deliverables.

Organizational Management: Maintain the current org structure, monitor headcount, and support workforce planning. Ensure alignment with broader technology and HR strategy.

Budget Oversight: Manage and track the technology budget, including forecasting, actuals, variance analysis, and reporting. Collaborate with Finance to ensure accuracy and accountability.

Vendor Management: Coordinate and oversee strategic vendor relationships, including contract tracking, performance management, and renewal timelines.

Executive Communications & Reporting: Prepare and deliver updates, dashboards, and presentations for senior leadership. Facilitate clear and consistent communication within the organization and across stakeholder groups.

Meeting & Event Coordination: Plan and facilitate leadership meetings, offsites, and key decision-making forums. Ensure agendas are clear, outcomes are documented, and follow-ups are tracked.

Information Management: Serve as a central hub for managing information flow across the executive’s team and other key partners. Anticipate and surface issues before they become problems.

Qualifications:

Bachelor’s degree required; MBA or related advanced degree preferred.

7+ years of experience in a Chief of Staff, Strategy, Finance, Operations, or Program Management role—preferably in a financial services or technology organization.

Strong analytical, budgeting, and problem-solving skills.

Demonstrated ability to drive complex initiatives across multiple stakeholders.

Exceptional communication skills, both written and verbal.

Proficiency in tools such as Excel, PowerPoint, and collaboration platforms (e.g., Confluence, JIRA, Teams, Slack).

Highly organized, detail-oriented, and capable of managing multiple workstreams simultaneously.

Discretion, integrity, and sound judgment in handling confidential information.

Depth & Scope:

• Role generally supports a significant business area, product group, Enterprise Platform, Service or Capability under a Segment CIO or technology functional area.
• Sets work direction at an operational level, works autonomously in the management of the unit and collaborates with other business or technology leaders to establish and execute on common goals with a medium to longer term business perspective
• Expert knowledge of the business and bank technology standards (e.g., infrastructure, architecture, processes, applications) from a strategic perspective and managing/ directing teams and projects
• Sound knowledge of external competition, emerging, industry and/or market trends in relation to own business
• Integrator role that oversees various technology functions / resources to deliver business technical solutions or shared service
• Oversees a sizable and varied team of technology professionals (e.g., up to 50+ consisting of Application Developers, Solutions Designers, Bu