JOB DESCRIPTION
Reporting to the Manager, Analytics & Insights, this role will deliver key insights to drive strategic direction in Direct Investing. This role will primarily focus on providing data-driven insights and decision support to various business initiatives, acquiring data in support of such work, as well as helping to develop robust processes and procedures, and executing thereon.
Key accountabilities include:
- Perform and leverage DI’s client segmentation to create and support targeted organic growth initiatives, client engagement tactics, and business value proposition enhancements
- Support organizational change via various strategic initiatives, business process improvements, and run-the-business workstreams.
- Collaborate with partners in Data & Analytics teams across Wealth, Marketing, and Distribution Channels to understand complex business issues and develop innovative data-driven insights and solutions.
- Prepare structured analyses, often in time-sensitive circumstances, and be able to summarize key insights into a coherent, concise communication suitable for executive consumption.
- Build understanding of DI business results and underlying drivers based on client segments across multiple dimensions such as demographic, relationship, geographic, platform, and behavioral traits.
- Develop expertise in querying various DI and pan-Wealth data-sources to obtain relevant data to enable deeper analysis and the generation of value-added insights
- Prepare, update, and evolve client segment-based financial models and business KPI forecasts
- Build robust processes and documentation in support of client acquisition and engagement initiatives, or regulatory and control requirements
- Deliver and continuously evolve regular and ad hoc reporting with KPI’s that cover performance, value proposition, channel support, content strategy, etc.
- Contribute to a culture of continuous improvement (through process improvements, automation, improved documentation, etc.)
- Uncover trends and insights from both quantitative and qualitative sources and use these to inform strategic direction and craft compelling presentations for the senior leadership team
- Use understanding of our educational and engagement offerings to perform competitive analysis and inform strategic content and capability roadmaps
- Perform basic financial modelling activities in business cases and post-implementation reviews for projects and initiatives
JOB REQUIREMENTS
- Knowledge of and familiarity or hands-on experience with self-directed investing platforms
- Post-secondary undergraduate degree, preferably with a business/accounting, mathematics, engineering, or computer science focus
- Post-undergrad work experience in business/product roles, finance/accounting, and/or analytics
- Experience with data extraction, manipulation, and visualization tools (e.g. SQL, Python, Tableau) required
- Proficiency in Excel and PowerPoint, including experience developing business documents and leadership presentations with clear, compelling communications
- Ability to understand business questions and issues, think strategically, synthesize information quickly
- Ability to communicate clearly and concisely
- Comfortable in operating in a dynamic, fast-paced, and sometimes ambiguous environment
- Ability to independently manage deadlines while multitasking between different projects
- Passion for and knowledge of self-directed investing is an asset
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.
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