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Information Analyst II/Salesforce {Mass Affluent}

Wealth Management
Cherry Hill, NJ
March 6, 2020

Company Overview

About TD Bank, America’s Most Convenient Bank®

TD Bank, America’s Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America’s Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol “TD”. To learn more, visit www.td.com.

Department Overview

TD Wealth will launch a dedicated in-house financial advisory business for Mass Affluent clients with $100m to $750m in investable assets. These new advisors will help clients achieve financial wellness, addressing their daily financial needs, while leveraging critical planning tools in support of their long-term financial goals. Advisors will provide on-the-spot Managed Solutions, Insurance & Annuity solutions for Mass Affluent clients.
The role of the Information Analyst will be to support the Mass Affluent segment leveraging Salesforce, and other source data, to development and maintain Tableau based business intelligence reports that provide: insight into market & individual performance; staffing & market expansion analysis; executive level dashboards and qualitative commentary.

The Information Analyst II plans, creates, and maintains databases in support of departmental activities.

Job Description

l Supports team by integrating and translating all sources of information for reporting
l Delivers various aspects of research, analysis, design, support, and/or testing
l Performs work under minimal supervision and may provide coaching to others
Plans, creates, and maintains moderately complex databases in support of department activities to collect, manage and report
information required by management
l Works with users to ensure information reported meets user requests based on business requirements
l Completes data import/transfer and provides quality control of input by others
l Submits data to and from various Company and outside sources such as vendors, compliance agencies and business partners
Reviews data flow and provides experienced insight and recommendations to improve timeliness and quality of information
l Designs, prepares and distributes various standard reports and analyses
Reviews department requirements and suggests new reports based on developed knowledge of data and information needs of
l Reviews output to ensure accuracy and usefulness
l Audits databases for accuracy and consistency and ensures users are aware of the data components available for reporting
l Supports data integrity to ensure data is adequately backed up and data recovery procedures are effective


l Bachelors degree or progressive work experience in addition to experience below
l 2-4 Years of related experience
l Background in specific department’s activities required
l Demonstrate strong computer skills including Microsoft Office Suite with database design and troubleshooting skills
l Network knowledge, Visual Basic preferred
l Ability to analyze laws and regulations (if applicable)
l Ability to build solid internal and external relationships
l Demonstrated project management skills
l Strong communication skills, both verbal and written with ability to provide clear and articulate written reports

  • Must be eligible for employment under regulatory standards applicable to the position.
  • Hours



    At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

    If you are a candidate with a disability and need an accommodation to complete the application process, email the 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 application process.

    EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.