Position SummaryEnterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management ManagerOur Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Work you'll doAs a Wealth Management and Trust Operations - Investment Management Manager on the Enterprise Operations & Risk team, you will be responsible for...
- Lead assessments of business, operational, regulatory, and technology risks in wealth management and trust operations.
- Guide governance, control ownership, issue management, escalation, and reporting across internal and third-party teams.
- Assess automation and artificial intelligence and machine learning effects on controls, data quality, and process resilience.
- Oversee operating model assessments, process maps, control inventories, key risk indicators, service-level and operating-level agreements, vendor oversight artifacts, and procedures.
- Lead project delivery, mentor junior practitioners, and support proposals and client presentations.
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 teamOur Enterprise Operations & Risk offering enables clients to achieve profitable growth and competitive advantage by optimizing "heart of the business" operations. We leverage deep domain expertise to extend enterprise resilience, agility and remediation. Our professionals address client needs which span the organization and impact strategy, operations, performance and reputation.
QualificationsRequired:
- Bachelor's degree
- 5+ years of experience in financial services or consulting with exposure to investment management operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians, prime brokers, or related service providers.
- Experience leading project workstreams and developing risk, control, governance, or operating model deliverables
- Demonstrated knowledge within asset management, wealth management, hedge funds, private equity, and/or operational risk and controls in investment management.
- Understanding of wealth management and trust operations such as transaction processing, account onboarding, digital asset administration, financial advisor support, recordkeeping, client, tax and regulatory reporting, etc.
- Experience with wealth management and trust operations systems, technologies, and tools such as customer relationship management (CRM) systems, portfolio and trust investment accounting platforms, next-generation client portals, reconciliation tools, data warehouses, etc.
- You must reside within a commutable distance of your assigned office with the ability to commute daily, if required, without the need for overnight accommodations.
- Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Preferred:
- Experience mentoring junior professionals or leading project teams
- Experience developing proposals or delivering client presentations
- Experience using customer relationship management systems, portfolio or trust investment accounting platforms, client portals, reconciliation tools, or data warehouses
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 $134,500-$265,100.
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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Our people and cultureOur 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 ways of thinking, 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 purposeDeloitte'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 developmentFrom 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 & Touche 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. Certain services may not be available to attest clients under the rules and regulations of public accounting.
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.
Requisition code: 371667
Job ID 371667
