The Manager of Tax Lot Reporting is responsible for the management of a team of specialists that are subject matter experts in Cost Basis reporting, the tools we use and provide Advisors, while providing help to our Advisors with their understanding of these regulations. Additionally, the incumbent will serve as a liaison with our internal partners on projects that are driven from the RIA Feedback initiatives and Enterprise level projects. This person will be responsible for working with Senior Leadership in Institutional Brokerage Services as well as with our partners in Institutional (Sales, Product, Marketing and Client Communication) and Brokerage Op's to ensure we have alignment across the organization on initiatives, tactics and execution of all items relating to the Advisor experience. Ensuring our information is correct is vital not only to our Advisors and their clients but to TDA, as this data is reported to the IRS. The Manager will also be responsible for handling escalations from Advisors, Sales, and service as well as helping the Sales team at the deal table with the Advisor prospects.
Location: San Diego, CA or Fort Worth, TX
Apply from this page or email Jill.Ayala@tdameritrade.com
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