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

TD; New York (NY); Presencial; USD 110.000 - 125.000; Jornada completa

Descripción de la vacante

TD is seeking a hands-on Client Advisory professional to support the US lead in capturing and translating client requirements into actionable tech specs for treasury product initiatives.

You will map end-to-end processes, define problems, and work with architecture and delivery teams to ensure successful project outcomes and day-2 support readiness.

Formación

• Bachelor’s degree with 2 years of relevant work experience preferably with large US banks within Cash Management / Treasury product management space.
• Knowledge of US cash management/ treasury product landscape across liquidity, payments, receivables and delivery channels.
• Relevant recent experience working in large scale agile design/delivery within financial services.
• Hands-on experience with drafting product capability road maps, business process flows, user stories etc.
• Comfortable or ability to quickly learn working with technical tools such as JIRA and Confluence; strong communication and presentation skills.

Responsabilidades

• Support US Client Advisory lead documenting and structuring client requirements appropriately so they are easily consumable by technology team partners.
• Organize well- documented, easy to understand business requirements broken down from high to low level requirements understandable by technology partners
• Define problem statement (what is the client problem that this product or feature will solve and what are benefits to the client)
• Create end to end process maps to define / clearly articulate the problem statement working closely with business and technology architects
• Support the US Client Advisory lead project manage end to end Client specific delivery working with all stakeholder groups internally and externally
• Document & define the change in detail to ensure day 2 support teams are fully updated and aware of the impact
• Develop & maintain up-to-date internal support materials such as technical product documentation, updated RFP responses, decks for sales teams and sales support materials
• Gather market requirements and industry trends to support the business requirements
• Stay up to date on new market offerings, competitor offering, industry changes

Conocimientos

Drafting roadmaps

Business process mapping

User stories writing

Strong communication

Agile delivery in finance

Educación

Bachelor’s degree with 2 years of relevant work experience

Herramientas

JIRA

Confluence

Descripción del empleo

Work Location

New York, New York, United States of America

Hours

40

Line of Business

Business Management, Strategy & Support

Pay Detail

$110,000 - $125,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

GTB is a key growth business within TDS that provides the opportunity to make an impact with Corporates, Financial Institutions, and Government clients by providing innovative solutions and treasury advisory services on large and complex liquidity, payment, and trade needs.

Over the last decade, payments and trade have experienced unprecedented levels of innovation, recent technologies & solutions, new entrants, new regulations, and new opportunities/challenges. The business constantly changes. As a result, all GTB’s business lines, namely, Treasury Solutions and Global Trade Finance, constantly evolve to provide optimum trade, liquidity, and payment solutions to clients.

TDS has embarked on a multi-year digital transformation and expansion of GTB’s product suite to position the transaction bank as a leading North American multi-currency treasury provider, enabling significant business growth across the TDS franchise. Accordingly, the need for a strong and efficient delivery of a large-scale project to deliver on this objective is required.

Client Advisory is the product function within the overall product management setup that proactively manages high-value client driven book of work both in US and Canada. This is a cross line of business function that caters to large corporate, commercial and mid-market clients across different lines of businesses within TD. Reporting to the Director, Client Advisory, GTB, the successful candidate will be supporting the US Client Advisory lead working on client specific projects starting from capturing client/ business requirements, documenting end to end process flows, working with technology teams to ensure they understand the business requirements, project manage from analysis to commercialization of client projects, to ensure we safeguard our existing client business and help sales team win new opportunities.

The successful candidate will:

• Support US Client Advisory lead documenting and structuring client requirements appropriately so they are easily consumable by technology team partners.
• Organize well- documented, easy to understand business requirements broken down from high to low level requirements understandable by technology partners
• Define problem statement (what is the client problem that this product or feature will solve and what are benefits to the client)
• Create end to end process maps to define / clearly articulate the problem statement working closely with business and technology architects
• Support the US Client Advisory lead project manage end to end Client specific delivery working with all stakeholder groups internally and externally
• Document & define the change in detail to ensure day 2 support teams are fully updated and aware of the impact
• Develop & maintain up-to-date internal support materials such as technical product documentation, updated RFP responses, decks for sales teams and sales support materials
• Gather market requirements and industry trends to support the business requirements
• Stay up to date on new market offerings, competitor offering, industry changes

Job Requirements

• Bachelor’s degree with 2 years of relevant work experience preferably with large US banks within Cash Management / Treasury product management space
• Knowledge of US cash management/ treasury product landscape across liquidity, payments, receivables and delivery channels will be valuable
• Relevant recent experience working in large scale agile design/delivery pod within financial services industry or willingness to learn/ adapt;
• Hands-on experience with drafting product capability road maps, business process flows, user stories etc.
• Comfortable or ability to quickly learn working with technical tools such as JIRA and Confluence;
• Highly detailed with a sense of responsibility
• Strong communication and presentation skills for audiences at all levels
• Proactive, results-oriented with positive track record of getting things across the finish line
• Positive attitude with an insatiable desire to learn
• Comfortable dealing with ambiguous or unclear situations
• Work effectively with diverse teams

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their 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) and several other key plans such 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. Learn more

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to 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, please email TD Bank US Workplace Accommodations Program at [e-mail].