Arpit Mishra
Senior Manager, Growth Strategy - Td Wealth Financial Planning Direct @TD
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WORK HISTORY
Senior Manager, Growth Strategy - Td Wealth Financial Planning Direct @TD
Toronto, ON, CA
I lead strategy and transformation for TD Wealth Financial Planning Direct business. Developed a dynamic go-to-market strategy that unlocked a $151 billion opportunity by targeting underserved affluent segments in Canada—securing executive buy-in and expanding our team to execute this vision. Beyond shaping high-level growth and acquisition strategies, I drive operational excellence by spearheading digital, process, and technology transformations. 1) Launched remote branch service, targeting and acquiring clients in remote under served communities2) Led initiative to help cut digital client onboarding times from 60 days to just 5 days 3) Implemented digital onboarding capabilities that led to 95% fully digital clients onboardingBy integrating P&L management, FTE planning, and strategic goal-setting into every transformation initiative, I ensure our business not only grows but also delivers a superior, seamless client experience
EDUCATION
Queen's University
Master of Business Administration (MBA), Consulting & Strategy
National Institute of Technology Karnataka
B.E, Civil Engineering
SKILLS
ABOUT ARPIT MISHRA
Inclined towards exploring and learning diverse and unfamiliar business areas. My 15+ years of professional experience is a testament to my prolific learning abilities and knowledge. These learnings have helped me apply concepts from one business sector to another and create innovative business solutions. Business Experience Financial Services (Mutual Funds Operations, Trade Life Cycle & Algorithmic Trading, Loans Management systems, Capital Markets, Payments, Budgeting & Forecasting) Technology ( SDLC, PDLC, Agile,SaaS, Pre-sales, Project Governance, Project and Portfolio Management, IT Cost Optimizations, EPPM/EPMO, IT Strategy, PMLC)Key skills Story Telling- I am gifted at translating complex problems into simple stories which enables me to bring people onto the same page and create business solutions. Curiosity and Adaptability- My eagerness to learn and understand business issues and concerns, makes me adaptable to diverse business backgrounds. I also have an inherent ability and motivation to research dissimilar business areas that further adds to my adaptability. Team Performer- Soccer, being my lifeline and passion, enables me to understand the importance of team building and team performance. In this fast paced ever changing world, teams are the only way to create success and high growth potential. Current Interests and Exposure Blockchains – Business cases for implementations in financial institutions Fintech - Researching FinTech startups and various product offerings.
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