Senior Associate, Pension & Wealth Management

Senior Associate, Pension & Wealth Management

We are looking for an energetic financial professional with outstanding analytical and communication skills to join Deloitte's internal Pensions & Wealth Management team. You must be a self-starter and an enthusiastic team member who is highly organized with excellent attention to detail.

Work You'll Do

The Pensions & Wealth Management team is part of the Finance and Administration organization. Reporting to the Deputy CFO, the team is responsible for Deloitte's pension strategy, pension administration, retirement plan financial reporting and wealth management programs, tools and education.

The Senior, Wealth Management position will assist the US Managing Directors, Senior Managers, Managers, and India-based staff with day-to-day benefit administration and wealth management activities. Primary tasks include preparation and/or first-level review of benefit calculations and packages, valuation data and benefit education materials, and maintenance of our wealth management tools. Additional responsibilities include project management, responding to or escalating questions from the India-based team members and responding to or escalating questions from Deloitte's Partners, Principals and Managing Directors.

Your specific responsibilities include:

  • Understand Deloitte retirement plan provisions and apply that knowledge on a daily basis
  • Prepare and/or review Partner, Principal and Managing Director benefit calculations
  • Reconcile and analyze data for annual valuation purposes and special projects
  • Prepare educational materials and assist with the maintenance of Deloitte's wealth management tools
  • Assist with special projects and ad-hoc requests
  • Help train new staff members
  • Assist with the development and management of processes, procedures, and internal controls
  • Balance multiple projects and responsibilities
  • Perform other job-related duties as assigned

What You'll Need

  • Minimum of 2-5 years of related experience
  • Team-oriented, self-starter, able to work with junior team members and management
  • Proficiency with Excel spreadsheet modeling
  • Bachelor's degree in Accounting, Finance, Mathematics, Economics or another similar technical discipline

How You'll Grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.


At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

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Requisition code: E18NYCSSRCAH015-CL4

See Inside the Office of Deloitte

One of the largest professional services organizations in the U.S., Deloitte delivers innovative solutions to the complex business problems facing companies around the world. Deloitte offers rewarding careers in four businesses—audit, tax, consulting, and financial advisory. Widely recognized for its inclusion initiatives, Deloitte is committed to building a workplace environment that allows people from all generations, ethnicities, and cultures to be their authentic selves.

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