Wealth Product Analyst I - Data-Driven Growth

Socket.dev

New York (NY)

On-site

USD 65,000 - 90,000

Full time

9 days ago

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Job summary

TD Bank is seeking a Product Analyst I for US Wealth, based in New York, to support product management across Advisory, Brokerage, Financial Planning and Insurance lines. You will translate data into actionable insights, perform cost and profitability analyses, and support launches with cross-functional teams.

The role focuses on data gathering, process improvement, and monthly reports by business line, requiring strong Excel and SQL skills and the ability to work independently in a dynamic

Qualifications

Associates degree or equivalent experience.
1+ years related experience required.
Experience with relational databases and SQL basics.
Proficiency in MS Office and Excel.
Strong communication and independent work skills.
Familiarity with banking products is a plus.
Licensing: Series 7, 63 and 65 (or 66), Life & Health or willingness to get licensed.

Responsibilities

Analyze large data sets and provide business recommendations.
Evaluate product metrics and trends to draw conclusions.
Present findings as documents and business cases.
Prepare monthly reporting by line of business.
Analyze cost and profitability and support process improvements.
Assist in new business opportunities and workflow analysis.
Support acquisition/segments teams to drive new account growth.

Skills

Data analysis

SQL

Visual Basic

SAS

MS Office

Excel

Communication

Education

Associates degree or equivalent experience

Tools

Business Objects

Job description

The role focuses on data gathering, process improvement, and monthly reports by business line, requiring strong Excel and SQL skills and the ability to work independently in a dynamic

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