Analyst - Client Advisory Solutions – Global Transaction Banking, TD Securities
About The Position
Global Transaction Banking (GTB) is a growth business within TD Securities that provides corporate, financial institution, and government clients with treasury advisory services and solutions for complex liquidity, payment, and trade needs. Its products and services continually evolve in response to technological innovation, new market entrants, regulations, and client opportunities and challenges. TD Securities is undertaking a multi-year digital transformation and expansion of GTB’s product suite. Client Advisory is a product function that manages high-value, client-driven work across the US and Canada, serving large corporate, commercial, and mid-market clients across TD business lines. Reporting to the Director, Client Advisory, GTB, the Analyst supports the US Client Advisory lead on client-specific projects. The role involves capturing and documenting client and business requirements, mapping processes, coordinating with technology teams, and managing project delivery from analysis through commercialization. The work helps protect existing client business and supports sales teams in pursuing new opportunities. The Analyst also develops and maintains internal product and sales support materials, gathers market requirements and industry trends, and monitors new market and competitor offerings and industry changes. The position is based in New York, New York, and lists 40 hours.
Requirements
- Bachelor’s degree.
- At least 2 years of relevant work experience, preferably with large US banks in Cash Management or Treasury product management.
- Knowledge of the US cash management and treasury product landscape, including liquidity, payments, receivables, and delivery channels, is valuable.
- Relevant recent experience working in a large-scale agile design and delivery pod in financial services, or willingness to learn and adapt.
- Hands-on experience drafting product capability roadmaps, business process flows, and user stories.
- Comfort working with, or ability to quickly learn, technical tools such as JIRA and Confluence.
- High attention to detail and a strong sense of responsibility.
- Strong communication and presentation skills for audiences at all levels.
- Proactive and results-oriented, with 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 US Client Advisory lead by documenting and structuring client requirements so technology partners can readily use them.
- Organize business requirements into clear, well-documented high- and low-level requirements for technology partners.
- Define the client problem a product or feature will solve and explain its benefits to the client.
- Create end-to-end process maps that clearly articulate the problem, working with business and technology architects.
- Support end-to-end project management of client-specific deliveries with internal and external stakeholder groups.
- Document changes in detail so day-two support teams understand the changes and their impacts.
- Develop and maintain internal support materials, including technical product documentation, updated RFP responses, sales decks, and sales support materials.
- Gather market requirements and industry trends to support business requirements.
- Stay current on 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
- Training and onboarding
- Access to an online learning platform and mentoring programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
