TD

Senior Product Analyst, US Wealth

TD

full-time

Posted on:

Location Type: Office

Location: Mount Laurel • New Jersey • United States

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Salary

💰 $72,280 - $117,520 per year

Job Level

Senior

About the role

  • Support product management in completing both strategic and tactical initiatives related to the TD Wealth Products & Platforms
  • Data gathering and translation to support new product evaluation
  • Carrying out process improvement and initiatives from requirement definition to implementation
  • Working with various business groups to identify opportunities for process improvement
  • Assisting with sponsor and strategy launches
  • Maintaining and improving relationships
  • Supports and resolves advisors day to day questions and issues around assigned product and platforms
  • Works with large amounts of data, facts, figures, number crunching and analyze it and make recommendations in improving the business
  • Evaluates product metrics, trends, and data and comes to new conclusions based on the findings
  • Presents their findings or translate the data into understandable documents and business cases
  • Monthly reporting by business line
  • Breaks down cost and profitability analysis
  • Manages small projects from analysis to implementation working with operations, vendors and technology
  • Supports internal procedures and processes required to maintaining daily account activity
  • Performs workflow & business analysis resulting in operational procedures to meet business needs
  • Assists in analyzing new business opportunities to assess effects on workflow
  • Liaises with vendors to coordinate product enhancements and platform change management
  • May assist in business plans leveraging Acquisition and Segments teams to increase new account growth and track P&L impact
  • Assists product teams efforts to deliver financial results for the product/product suite via operation of all available levers: pricing, margin, volume etc., creates and delivers business cases to achieve strategic business results
  • Supports and resolves sales team day to day questions and issues
  • Supports training efforts on new system/solution rollout

Requirements

  • Undergraduate degree with a quantitative discipline
  • 3+ years relevant experience
  • Strong database background/skills
  • Project management skills are a plus
  • Ability to communicate effectively in both oral and written form
  • Ability to work collaboratively and build relationships
  • Ability to work successfully as a member of a team and independently
  • Ability to exercise sound judgement in making decisions
  • Knowledge of and/or skill in using analytical software tools, data analysis. methods and reporting techniques
  • Skill in using computer applications including MS Office (strong Access and Excel skills a must) with an understanding of database design and trouble shooting
  • Ability to handle confidential information with discretion.
Benefits
  • 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 opportunities
  • Reward and recognition programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisprocess improvementcost analysisprofitability analysisbusiness analysisproject managementquantitative analysisworkflow analysisfinancial analysisdatabase design
Soft Skills
effective communicationcollaborationrelationship buildingindependent worksound judgementteamworkproblem solvingdiscretion