Analyst III, Wealth Advice Pricing

at  TD Bank

JOB DESCRIPTION

We are hiring for the position of Analyst, Wealth Advice Pricing to help provide a broad range of pricing analysis, reporting, monitoring, and support to the Wealth Advice lines of business. Reporting to the Senior Manager, Wealth Advice Pricing, accountabilities of the Analyst role include:

• Providing pricing support to advisors, reviewing inquiries from the field on clawback charges, and reviewing requests to cross-platform price households
• Reviewing pricing exceptions requests and providing recommendation to Pricing Review Committee for all discount requests based on industry benchmarks
• Acting as a subject-matter expert in support of Wealth projects, including planning and executing on changes and updating processes and product features to adapt to regulatory changes and strategic initiatives
• Maintaining pricing information and other internal resources to reflect industry-wide best practices, processes, and policies
• Harmonizing and optimizing fee structures across channels to clearly differentiate advice offerings
• Developing frameworks to better understand detailed-level allocation of revenue, compensation, and expenses
• Supporting business growth by leveraging data to optimize pricing in advisors’ books and identify areas of opportunity to apply consistent pricing practices
• Providing ad hoc pricing data, analysis, and project support and developing analytical insights for senior management to facilitate changes in pricing processes
• Ensuring policies and procedures are accurate and up to date

JOB REQUIREMENTS

• Familiarity with wealth and investment management or experience in advice-channel pricing models and analytics
• Strong analytical skills and an ability to effectively provide concise recommendations in a positive manner
• Clear communication skills and comfort working with cross-functional teams, colleagues, partners, and stakeholders
• Prioritization and time management skills with the ability to work independently and responsively in a changing and ambiguous environment
• Strong organizational skills and attention to detail
• Commitment to continuous learning and being a team player
• Driven to find creative solutions to complex problems
• Experience using data and analytics to support decision-making

WHO WE ARE:

TD 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

• Providing pricing support to advisors, reviewing inquiries from the field on clawback charges, and reviewing requests to cross-platform price households
• Reviewing pricing exceptions requests and providing recommendation to Pricing Review Committee for all discount requests based on industry benchmarks
• Acting as a subject-matter expert in support of Wealth projects, including planning and executing on changes and updating processes and product features to adapt to regulatory changes and strategic initiatives
• Maintaining pricing information and other internal resources to reflect industry-wide best practices, processes, and policies
• Harmonizing and optimizing fee structures across channels to clearly differentiate advice offerings
• Developing frameworks to better understand detailed-level allocation of revenue, compensation, and expenses
• Supporting business growth by leveraging data to optimize pricing in advisors’ books and identify areas of opportunity to apply consistent pricing practices
• Providing ad hoc pricing data, analysis, and project support and developing analytical insights for senior management to facilitate changes in pricing processes
• Ensuring policies and procedures are accurate and up to dat