Product Analyst I - New York, New York

Work Location

New York, New York, United States of America

Hours

40

Line of Business

TD Wealth

Job Description

The Product Analyst I, US Wealth supports product management in completing strategic and tactical initiatives related to the ongoing development and support of the TD Wealth Products & Platforms. This includes, but is not limited to, Advisory, Brokerage, Financial Planning, and Insurance & Annuity businesses.

Primary areas of focus include data gathering and translation to support new product evaluation; process improvement initiatives from requirement definition to implementation; collaborating with business groups to identify opportunities for process improvement; assisting with sponsor and strategy launches; and maintaining and improving relationships.

Depth & Scope

• Works with large amounts of data, analyzes facts and figures, and makes recommendations to improve the business.
• Evaluates product metrics, trends, and data to reach new conclusions based on findings.
• Presents findings and translates data into understandable documents and business cases.
• Responsible for monthly reporting by business line.
• Breaks down cost and profitability analysis.
• Supports internal procedures and processes required to maintain daily account activity.
• Performs workflow and business analysis to develop operational procedures that meet business needs.
• Assists in analyzing new business opportunities to assess their impact on workflow.
• May assist in business plans using Acquisition and Segments teams to increase new account growth and track P&L impact.

Education & Experience

• Associate’s degree or equivalent experience.
• 1+ years of related experience required.
• Experience with relational database structures.
• Knowledge of coding languages (Visual Basic or SQL).
• Knowledge of reporting tools (Business Objects, SAS), and MS Office.
• Basic financial modeling skills.
• Basic knowledge of banking product attributes and operational understanding of supported business areas.
• Above-average communication skills.
• Understanding of database structure with at least basic programming skills.
• Ability to work independently on task-oriented assignments by assigned due dates.
• PC skills including Microsoft Office Suite (strong Access and Excel skills are a must), with understanding of database design and troubleshooting.
• Licensing (role dependent): Series 7, 63, and 65 (or 66), Life & Health, or willingness to get licensed.

Who We Are

TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. Every day, TD strives to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States, and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience and believes all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues, and communities.

Our Total Rewards Package

TD’s Total Rewards package reflects the investments made in colleagues to help them and their families achieve financial, physical, and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan), as well as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Additional Information

Through regular development conversations, training programs, and a competitive benefits plan, TD is committed to providing the support colleagues need to thrive at work and at home.

Colleague Development: Regular career, development, and performance conversations with your manager, access to an online learning platform, and mentoring programs to unlock future opportunities.

TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

TD hires and develops the best and is committed to fostering a respectful workplace where diverse perspectives are valued and fair opportunities to grow are available.

Training & Onboarding: Training and onboarding sessions will be provided to ensure you have everything you need to succeed in your new role.

Interview Process: TD will reach out to candidates of interest to schedule an interview and will communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com, including your full name, best way to reach you, and the accommodation needed to assist with the applicant process.