Wealth Management and Trust Operations Manager

Enterprise Operations & Risk – Wealth Management and Trust Operations – Investment Management Manager

Our 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 do

As 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 team

Our 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.

Qualifications

Required:

• 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.