Senior Business Insights Analyst, Direct Investing

TD•Toronto, ON

8d•CA$81,600 - CA$115,200•Onsite

About The Position

This position will fall under TD Direct Investing National Office Client Engagement team, which supports various initiatives relating to engaging our existing Direct Investing clients. The Senior Business Insights Analyst will serve as a trusted, data-driven advisor, delivering decision-enabling insights that shape client engagement strategies and inform segment-specific roadmaps. This role will lead analysis of campaign performance, partner cross-functionally to inform and optimize client segmentation strategies, campaign design, and feature adoption initiatives, provide ongoing performance measurement and insight generation, and own and govern Salesforce opportunity administration for targeted campaigns.

Requirements

Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science)
Graduate's degree preferred with either progressive project work experience or 3+ year of relevant experience; higher degree education and research tenure can be counted.
Client-facing experience would be considered an asset
Marketing experience would be considered an asset
Experience with Salesforce would be considered an asset
Experience with internal database technology alongside data visualization software would also be considered an asset (E.g. Alteryx, Tableau)

Responsibilities

Lead analysis of campaign performance, responsible for collecting data/information to produce insights, create relevant collateral/ data visualization reports and translate complex data into clear, actionable recommendations for senior stakeholders
Partner cross-functionally to inform and optimize client segmentation strategies, campaign design, and feature adoption initiatives
Provide ongoing performance measurement and insight generation to drive continuous improvement and maximize business impact
Own and govern Salesforce opportunity administration for targeted campaigns, ensuring data integrity, tracking effectiveness, and enabling scalable execution
Apply understanding of respective business knowledge and strategies to produce relevant and meaningful analysis and materials to support the creation and maturation of business goals and objectives.
Develop analysis and proper visualization or presentation to illustrate business trends and identify areas of business opportunities.
Produce insights and recommend business actions to support business strategy and/or solve business problems.
Work in partnership with various functional areas to provide day-to-day support and delivery of analytics.
Execute on data requests accurately and within a timely manner.
Represent functional area as an analytics & insights professional and key resource.
Act as a bridge to translate business requirements to analytics and reporting needs for a given domain while leveraging tools/ techniques/ methods that can be easily interpreted by the target audience.
Provides day-to-day support and delivery of analytics insights and collateral.
Contribute to the identification of key performance indicators.
Provide suggestions, ideas, and opportunities to support business needs.
Identify opportunities for business/revenue growth and/or efficiencies for an assigned business or function.
Identify and investigate data/analytics related issues.
Ensure data analysis and insights are reviewed to validate accuracy and minimize any potential errors.
Develop analysis to corroborate initial proof of concept.
May be required to educate/train business users on how to integrate analytics into decisions.
Provide recommendations on financial / monetization goals to deliver on (e.g. quantify functional value, cost savings and revenue generated etc.)
Build business requirements and facilitate project execution to develop insights.
Utilize quantitative and qualitative methodologies to interpret and present data effectively and clearly.
Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area.
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary.
Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience.
Adhere to internal policies/procedures and applicable regulatory guidelines.
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit.
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques.
Participate in personal performance management and development activities, including cross training within own team.
Keep others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contribute to a fair, positive and equitable environment that supports a diverse workforce.
Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
Contribute to ad hoc strategic initiatives and evolving priorities to support broader Client Engagement objectives