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TD

Senior Product Analyst, Wealth

TD

Senior Product Analyst supporting product management for TD Wealth Products & Platforms. Involving data analysis, process improvement, and collaboration with various business groups.

Posted 6/12/2026full-timeMount Laurel • New Jersey • 🇺🇸 United StatesSenior💰 $72,280 - $117,520 per yearWebsite

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Hard Skills
data analysisproject managementdatabase designworkflow analysisbusiness analysisprocess improvementreporting techniquesanalytical software toolstroubleshooting
Soft Skills
effective communicationcollaborationrelationship buildingindependent workteamworksound judgementdiscretion
Tools & Technologies
MS OfficeAccessExcel
Certifications & Qualifications
Series 7Series 63Series 65Series 66Life & Health
Industry Keywords
TD Wealth Productsproduct managementprocess improvement initiativesvendor managementplatform change management

About the role

Key responsibilities & impact
  • Support product management in completing both strategic and tactical initiatives related to the ongoing development and support of the TD Wealth Products & Platforms
  • 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
  • Support and resolve advisors day to day questions and issues around assigned product and platforms
  • Manage small projects from analysis to implementation working with operations, vendors and technology
  • Support internal procedures and processes required to maintaining daily account activity
  • Perform workflow & business analysis resulting in operational procedures to meet business needs
  • Assist in analyzing new business opportunities to assess effects on workflow
  • Liaise with vendors to coordinate product enhancements and platform change management

Requirements

What you’ll need
  • Undergraduate degree with a quantitative discipline
  • 3+ years relevant experience
  • Strong database background/skills
  • Project management skills are a plus
  • Ability to communicate effectively in both oral and written form
  • Ability to work collaboratively and build relationships
  • Ability to work successfully as a member of a team and independently
  • Ability to exercise sound judgement in making decisions
  • Knowledge of and/or skill in using analytical software tools, data analysis methods and reporting techniques
  • Skill in using computer applications including MS Office (strong Access and Excel skills a must) with an understanding of database design and trouble shooting
  • Ability to handle confidential information with discretion
  • Licensing (Role Dependent): Series 7, 63 and 65 (or 66), Life & Health or willingness to get licensed is a plus

Benefits

Comp & perks
  • 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 opportunities
  • Reward and recognition