TD Securities · 4 days ago
Sr. Business Manager, Strategy and Insights
Marlton, NJ
Full-time
Onsite
Senior Level, Lead/Staff
$115K/yr - $173K/yr
10+ years expTD Securities is one of the world's leading global financial institutions, and they are seeking a Senior Advisor, Business Strategy & Insights. This role is responsible for leading the execution of sales incentive monitoring programs and providing analytical support to drive business growth and value.
BankingFinanceFinancial Services
Responsibilities
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.)
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
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
Qualification
Required
Undergraduate degree required
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
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
Preferred
Postgraduate degree preferred
Benefits
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
Reward and recognition
Company
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
5001-10000 employees
H1B Sponsorship
TD Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-01-14
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