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

TD Bank Group; New York (NY); On-site; USD 110,000 - 125,000; Full time

Job summary

TD Bank Group in New York is seeking a Client Advisory professional to support lead efforts for large corporate and financial institution clients. You will capture client requirements, map end-to-end processes, and coordinate with technology teams to ensure delivery aligns with business goals.

The role involves documenting change details for Day 2 support, maintaining product and RFP materials, and researching market trends to shape requirements across treasury and payments solutions.

Qualifications

• Bachelor's degree with 2 years of relevant work experience, preferably with large US banks in Cash Management / Treasury product management.
• Knowledge of US cash management/treasury product landscape across liquidity, payments, receivables, and delivery channels.
• Experience in large-scale agile design/delivery within financial services or shown willingness to learn.
• Hands-on experience drafting product capability roadmaps, business process flows, user stories.
• Familiarity with JIRA and Confluence.
• Strong attention to detail and responsibility.
• Clear communication and presentation skills across all levels.
• Proactive, results-driven with a record of delivering.

Responsibilities

• Support US Client Advisory lead by documenting and structuring client requirements for technology teams.
• Create well-documented, easily consumable business requirements broken down from high to low level for partners.
• Define problem statements and articulate benefits to clients.
• Develop end-to-end process maps with business and technology architects.
• Assist project management of end-to-end client delivery with internal and external stakeholders.
• Document changes to ensure Day 2 support teams are updated.
• Maintain internal product documentation, updated RFP responses, and sales materials.
• Gather market requirements and industry trends to inform business needs.
• Stay abreast of market offerings and industry changes.

Job description

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