JC

Jody von Colditz

Avp, Wealth Operations, Client Reporting, Tax And Reconciliations at TD Bank Group

Jody von Colditz is an experienced leader in wealth operations and conduct risk management at TD, having held various roles since April 2014, including AVP positions in Wealth Operations, Client Reporting, Tax, Reconciliations, and Conduct Risk. With a strong focus on compliance and performance integrity, Jody leads teams responsible for trade and email surveillance, conduct risk, and sales practices, fostering a culture of ethics and integrity. Prior experience includes senior management roles in wealth shared services and strategic initiatives for high-net-worth clients at TD Wealth Management, TD Waterhouse, BMO Nesbitt Burns, and RBC Dominion Securities, showcasing a robust background in wealth management and business operations.

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Timeline

  • Avp, Wealth Operations, Client Reporting, Tax And Reconciliations

    April, 2023 - present

  • Avp, Conduct Risk, Business Surveillance And Performance Integrity

    March, 2020

  • Avp, Conduct Risk And Sales Practices

    November, 2017

  • Associate Vice President, Wealth Reporting & Business Insights

    September, 2016

  • Senior Manager, Sales Strategy, Private Wealth Management

    October, 2015

  • Senior Manager, Business Operations

    April, 2014

  • Manager, Pan-wealth Initiatives

    March, 2010