Sr. Business Manager, Strategy and Insights

Work Location:

Marlton, New Jersey, United States of America

Hours:

40

Pay Details:

$115,440 - $173,160 USD

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 at TD. Our 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.

Line of Business:

TD Wealth

Job Description:

The Senior Advisor, Business Strategy & Insights acts as a lead advisor to business leaders and internal stakeholders. This role is responsible for leading the execution of the sales incentive monitoring programs for US Wealth in accordance with the program rules. This person will leverage sales incentive data to provide guidance on the effectiveness of the programs to ensure the programs are functioning as intended. Expertise on the Wealth industry and its products, and the administration of sales incentive compensation programs is a requirement for this position.  

This role provides comprehensive analytical support, insights on business performance, and generates multidimensional views that drive business growth and value. Leads workstreams designed to enhance deployment of tools, reporting systems, and business insights. Leverages US Wealth customer portfolio data to identify opportunities for sales generating campaigns. Provides consultative support, business intelligence, advice and expertise based on US Wealth data and reporting to inform decision making and/or strategic planning on US Wealth initiatives.

Depth & Scope:

• Expertise in understanding the financial mechanics of investment and banking products a requirement
• Experience identifying and leading ad hoc analyses and communicating results to executive leadership
• Functions as a subject-matter-expert on the US Wealth data and reporting processes for cross-business or enterprise-wide projects and initiatives
• May manage and prioritize multiple projects at a given time, including longer-range planning for a functional area (e.g. 12 months or greater)
• This level can interact with any hierarchy level up to executive leaders and external vendors

Education & Experience:

• Undergraduate degree required; Postgraduate degree preferred
• 10+ years of relevant experience from a business administration, statistical, analytical, or financial background
• Proficient PC skills including a strong competency in MS Excel, MS Access, and PowerPoint, and a variety of PC based analytical and reporting software packages
• Strong analytical and problem-solving skills are required to interpret data and draw conclusions
• Excellent written and verbal communications skills

Customer Accountabilities:

• Leads and executes data/business analysis using various internal data sources to support the understanding of customers, business drivers and financial results
• Supports all relevant projects and initiatives to ensure project data and reporting requirements are met; may also be accountable to lead team in bridging the gap between analytic outputs and business insights, including improving information presentation / delivery
• Oversees quality of data visualization presentations / layouts / templates / etc. to be leveraged across a given business or across the enterprise and provide authoritative subject matter expertise and consultative support for own team, as required
• Works in a consultative role to provide “value-added” insights in the form of analysis, interpretation and advice to colleagues and supported business leaders on
• Liaises with business stakeholders to conduct effective discussions on project requirements, data specifications, priority and timeline to ensure timely and accurate deliveries
• Creates and maintains detailed documentation on all projects/requests
• Manages relationships with key stakeholders to ensure proactive notification of upcoming projects, data requests
• Supports a culture of continuous improvement, implement process improvements including updates to BI intake process, development of SLAs, introduction of project roadmap/status reporting processes, etc.)

Shareholder Accountabilities:

• Ensures team adheres to enterprise frameworks and methodologies related to overall BI & Reporting
• Leads relationships with corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
• Supports team in staying knowledgeable on emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank
• Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders and business management where required
• Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite
• Identifies, mitigates and reports on risk issues per enterprise policy / guidelines and ensure appropriate escalation processes are followed
• Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets)
• Works closely with key business leaders to optimize TDBG’s resources and leverage TD’s operating model to maximize efficiency, effectiveness, and scale
• Leads or contributes to cross-functional / enterprise initiatives as an organizational or subject matter expert helping to identify risk / provide guidance for complex situations
• May provide data visualization and analytical thought leadership and stay current on development in data mining and the application of data science

Employee/Team Accountabilities:

• Senior leader on the team engaged in talent acquisition and development, participates in resource management discussions, and provides overall leadership and guidance for team members
• Grows team expertise to align with enterprise demand and the Bank's direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
• Fosters an environment / culture that encourages productivity, innovation, process improvement, teamwork, and a high level of professionalism
• Manages coordination of team resources to ensure completion by deadlines
• Prioritizes and manages own workload in order to deliver quality results and meet timelines
• Supports a positive work environment that promotes service to the business, quality, innovation and teamwork, and ensure timely communication of issues/ points of interest
• Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
• Establishes effective relationships across multiple business and technology partners, program and project managers
• Participates in knowledge transfer within the team and other business units, including participation in cross-functional groups or committees

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

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.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.