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

TD Bank Group; New York (NY); Sur place; USD 110 000 - 125 000; Plein temps

Résumé du poste

TD Securities in New York seeks a Client Advisory professional to support the US lead on client-specific projects, capturing requirements, and translating them into actionable workflows for technology partners.

You will document end-to-end processes, define problem statements, and coordinate cross-functional delivery to safeguard existing business and win new opportunities.

Qualifications

• Bachelor's degree with 2 years of relevant work experience in cash management/treasury space.
• Experience in large-scale Agile design/delivery within financial services.
• Draft product capability roadmaps, business process flows, and user stories; comfortable with JIRA/Confluence.
• Strong communication and presentation skills for audiences at all levels.

Responsabilités

• Support US Client Advisory lead documenting and structuring client requirements for technology teams.
• Organize well-documented, understandable business requirements broken down from high to low level.
• Define problem statements and create end-to-end process maps with business and tech architects.
• Project manage end-to-end client-specific delivery with stakeholders internally and externally.
• Document changes to ensure day-2 support teams are updated and aware of impact.
• Develop and maintain internal technical product documentation and sales materials.
• Gather market requirements and industry trends to inform business needs.
• Stay current on market offerings, competitors, and regulatory changes.

Connaissances

Strong communication

Presentation skills

Agile methodologies

Detail oriented

Team collaboration

Formation

Bachelor's degree in relevant field

Outils

JIRA

Confluence

Description du poste

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

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.

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