Product Analyst
Listed on 2026-09-05
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Finance & Banking
Financial Analyst, Banking & Finance
Location: New York
Work Location
New York, New York, United States of America.
Hours:
40. Pay Details:
- 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 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.
TD Wealth
Job DescriptionThe Product Analyst I, US Wealth is expected to support product management in completing both strategic and tactical initiatives related to the ongoing development and support of the TD Wealth Products & Platforms. This includes but is not limited to Advisory, Brokerage, Financial Planning, and Insurance & Annuity businesses.
Primary areas of focus include data gathering and translation to support new product evaluation; carrying out process improvement and initiatives from requirement definition to implementation; working with various business groups to identify opportunities for process improvement; assisting with sponsor and strategy launches; maintaining and improving relationships.
Depth & Scope- Works with large amounts of data, facts, figures, number crunching and analyze it and make recommendations in improving the business
- Evaluates product metrics, trends, and data and come to new conclusions based on the findings
- Presents findings or translate the data into an understandable documents and business cases
- Responsible for monthly reporting by business line
- Breaks down cost and profitability analysis
- Supports internal procedures and processes required to maintaining daily account activity
- Performs workflow & business analysis resulting in operational procedures to meet business needs
- Assists in analyzing new business opportunities to assess effects on workflow
- May assist in business plans leveraging Acquisition and Segments teams to increase new account growth and track P&L impact
- Associates degree or equivalent experience
- 1+ years related experience required
- Experience with relational database structures,
- Knowledge of coding languages (Visual Basic or SQL),
- Knowledge of reporting tools (Business Objects, SAS),
- MS Office Basic financial modeling skills
- Basic knowledge of banking product attributes as well as operational understanding of business areas supported
- Above average communication skills
- Understanding of database structure with a minimum of basic programming skills
- Ability to work independently on task-oriented assignments by the due dates assigned
- PC skills including Microsoft Office Suite (strong Access & Excel skills a must) with an understanding of database design and troubleshooting
Series 7, 63 and 65 (or 66), Life & Health or willingness to get licensed
Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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