Senior Consultant, Industry Solutions, Wealth Management

Our Industry Solutions offering provides verticalized solutions that transform how clients sell products, deliver services, generate growth, and execute mission-critical operations. We deliver integrated business expertise with scalable, repeatable technology solutions specifically engineered for each sector.

Who we serve

Deloitte's Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies.

Candidate profile

The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.

Your role

You will work on engagements in a team-based environment, partnering directly with wealth management clients, fellow Industry Solutions professionals, and Deloitte consultants from complementary disciplines. As a Senior Consultant, you will help lead workstreams within the context of a larger engagement, gather and analyze information, formulate and test hypotheses, develop actionable recommendations, and implement business and technology solutions for large companies. You will help present your team's findings to senior client stakeholders, implement recommendations, and begin to build long-term trusted advisor relationships with client counterparts.

Required Qualifications

• Bachelor's degree
• 4+ years of experience supporting wealth management strategy, technology, and operations transformation programs at a Top-25 wealth management firm and/or large consulting firm
• 1+ year(s) of experience implementing or enhancing leading wealth management trust custody platforms: SEI Trust3000/SWP and/or FIS Global Plus/TrustDesk/AddVantage
• 1+ year(s) of experience redesigning wealth management processes (e.g., trust account onboarding) and implementing technology solutions to realize future state efficiency and experience improvements
• 1+ year(s) of experience supporting wealth management client segmentation and pricing strategy initiatives
• Experience leading wealth management transformation program management activities including roadmap development, executive read-outs, and creation of KPI dashboards
• Travel up to 50%
• Limited immigration sponsorship available

Preferred Qualifications

• Wealth management industry certification (e.g., Certified Financial Planner, CFA) and/or relevant advanced degree (e.g., MBA)
• Candidate must possess unique knowledge of wealth management industry competitive landscape, leading business practices, technology platforms, and operational processes
• Experience with post-merger integration of large wealth management firms, including business process and technology stack harmonization
• Experience directly managing three or more Consultant or Analyst equivalent staff
• Experience with one or more workflow automation platform: PEGA, Salesforce, IFS Cloud

Information for applications with a need foraccommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $137700 to $229500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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Benefits

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.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers

Requisition code: 305241

Job ID 305241