Position SummaryAs a Manager in Investment and Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role involves working with senior leaders and cross-functional teams to shape growth strategies, improve performance, and deliver measurable business outcomes. The ideal candidate brings structured problem solving, experience leading workstreams, and the ability to translate analysis into actionable recommendations.
Work you'll doAs a Manager on the Investment and Wealth Management team, you will be responsible for...
- Lead end-to-end business and technology transformation programs across Investment Management, Wealth Management, Asset Servicing, and Retirement operations.
- Manage technology platform selections and implementations, including vendor scans, RFPs, due diligence, requirements, testing, conversion, and cutover.
- Design and execute target-state operating models, business processes, and workflow transformation initiatives to improve scalability, controls, and efficiency.
- Lead investment data strategy and transformation efforts, including data governance, architecture, integrations, reporting, and modernization initiatives.
- Deliver IBOR, ABOR, portfolio accounting, performance measurement, and reconciliation transformation programs.
- Drive alternatives and private markets initiatives, including private equity, private credit, partnership accounting, investor servicing, and wealth distribution enablement.
- Support institutional asset managers with front-, middle-, and back-office modernization, including investment operations, trading, accounting, performance, and reporting capabilities.
- Enable wealth management transformation across advisor platforms, custodians, Turnkey Asset Management Platforms (TAMPs), client reporting, planning tools, and digital wealth ecosystems.
- Oversee cross-functional teams, third-party vendors, and stakeholders while managing governance, risk, budgets, roadmaps, and executive communications.
- Advise senior executives on business cases, technology strategy, platform modernization, and enterprise transformation priorities.
- Leading workstreams for strategy, growth, and transformation engagements across business functions and client priorities
- Conducting market, customer, financial, and operational analyses to inform recommendations, decision-making and competitive analyses
- Developing executive-level deliverables, including presentations, business cases, and implementation roadmaps
- Managing day-to-day client interactions and coordinating cross-functional teams to support timely delivery
- Coaching junior team members and overseeing quality of work products across project activities
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The teamThe Investment and Wealth Management team helps clients address enterprise priorities through strategic planning, business analysis, and transformation execution. The team works with leaders across segments to solve complex problems, identify growth opportunities, and improve organizational performance. Professionals in this practice collaborate across functions and bring structured, data-informed approaches to help clients achieve business outcomes.
Required Qualifications- Bachelors degree
- 8+ years relevant consulting and/or investment/wealth management experience
- 8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
- 8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
- 8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
- 8+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
- 6+ years' experience developing and presenting proposal responses
- Travel up to 50%, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
Preferred Qualifications- 6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, Geneva, InvestOne, and/or other IBOR, OMS, investment accounting, or trading platforms across institutional, wealth, and private markets. Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.
- Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.
- Experience with front-to-back investment operations and the end-to-end trade lifecycle, including portfolio management, trading, reconciliation, accounting, performance, reporting, and asset servicing.
- Strong understanding of investment data, data governance, data architecture, and enterprise data management concepts.
- Experience with alternatives and private markets, including private equity, private credit, partnership accounting, fund administration, and investor servicing.
- Understanding of institutional asset management and wealth management business models, distribution channels, custodians, advisors, and TAMPs.
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 $155,600 to $306,800.
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.
Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
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BenefitsAt 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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As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see https://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 CareersRequisition code: 374420
Job ID 374420
