Analyst - Client Advisory Solutions – Global Transaction Banking, TD Securities

TD Bank • New York, NY

12h

About The Position

The Analyst will support the U.S. Client Advisory lead within Global Transaction Banking (GTB), a business that provides treasury advisory services and solutions for corporate, financial institution, and government clients. Client Advisory manages high-value, client-driven work across the United States and Canada, serving large corporate, commercial, and mid-market clients across TD business lines.

The role supports client-specific projects from requirements gathering and process mapping through delivery and commercialization. The Analyst will translate client and business needs into clear requirements for technology partners, coordinate with internal and external stakeholders, and help project-manage delivery. The work supports existing client business and helps sales teams pursue new opportunities. The position also contributes to product documentation, sales-support materials, and research into market and industry developments.

Requirements

• Bachelor's degree.
• At least 2 years of relevant work experience, preferably with large U.S. banks in cash management or treasury product management.
• Knowledge of the U.S. cash management and treasury product landscape across liquidity, payments, receivables, and delivery channels is valuable.
• Recent experience working in a large-scale agile design or delivery pod within the financial services industry, or willingness to learn and adapt.
• Hands-on experience drafting product capability road maps, business process flows, and user stories.
• Comfort working with technical tools such as JIRA and Confluence, or ability to learn them quickly.
• High attention to detail and sense of responsibility.
• Strong communication and presentation skills for audiences at all levels.
• Proactive, results-oriented approach and a positive track record of completing work.
• Positive attitude and strong desire to learn.
• Comfort dealing with ambiguous or unclear situations.
• Ability to work effectively with diverse teams.

Responsibilities

• Support the U.S. Client Advisory lead by documenting and structuring client requirements so technology partners can use them effectively.
• Organize and document business requirements from high-level to detailed requirements understandable by technology partners.
• Define client problem statements, including the problem a product or feature will solve and its benefits to clients.
• Create end-to-end process maps in collaboration with business and technology architects to clearly articulate problem statements.
• Project-manage end-to-end client-specific delivery with internal and external stakeholder groups.
• Document changes in detail so day-two support teams are informed and prepared for their impact.
• Develop and maintain internal support materials, including technical product documentation, updated RFP responses, sales-team decks, and sales-support materials.
• Gather market requirements and industry trends to support business requirements.
• Stay current on new market offerings, competitor offerings, and industry changes.

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
• Reward and recognition
• Online learning platform and mentoring programs
• Training and onboarding

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level