Global Transaction Banking: Client Advisory Analyst

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

Job summary

TD Securities is seeking a skilled Client Advisory professional in New York to support US client delivery on treasury and cash management initiatives. You will capture requirements, draft end-to-end process maps, and coordinate with technology teams to ensure successful implementation.

You will contribute to market research, stay current on industry trends, and help prepare materials for sales and client engagement while navigating a dynamic, multi-stakeholder environment.

Qualifications

• 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

Responsibilities

• 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

Skills

Communication skills

Presentation skills

Problem solving

Ambiguity handling

Team collaboration

Education

Bachelor's degree

Tools

JIRA

Confluence

Job description

TD Securities is seeking a skilled Client Advisory professional in New York to support US client delivery on treasury and cash management initiatives. You will capture requirements, draft end-to-end process maps, and coordinate with technology teams to ensure successful implementation.

You will contribute to market research, stay current on industry trends, and help prepare materials for sales and client engagement while navigating a dynamic, multi-stakeholder environment.