Investment Management & Trust Operations Senior Manager

Enterprise Operations & Risk – Investment Management and Trust Operations Senior 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 an Investment Mgmt & Trust Ops Senior Manager on the Enterprise Operations & Risk team, you will be responsible for:

• Lead client engagements that assess and transform investment management and trust operations, including account onboarding, transaction processing, investment accounting, reconciliation, recordkeeping, and client and regulatory reporting.
• Advise senior client stakeholders on operating models, governance, risk and control frameworks, issue management, escalation, and reporting for asset managers, wealth managers, and trust organizations.
• Direct the design and assessment of process maps, control inventories, key risk indicators, service-level agreements, operating-level agreements, vendor oversight artifacts, and procedures.
• Evaluate automation, artificial intelligence, machine learning, data platforms, and digital client experiences for effects on controls, data quality, operational resilience, and regulatory obligations.
• Lead multidisciplinary teams, oversee delivery across concurrent workstreams, mentor practitioners, and support business development through proposals, client presentations, and account development.

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
• 10+ years of experience in financial services or consulting supporting investment managers, wealth managers, trust companies, fund administrators, custodians, prime brokers, hedge funds, or private equity firms.
• 3+ years of experience leading project workstreams that deliver operating model, process, risk, control, governance, or regulatory remediation work for investment management or trust operations.
• 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.
• You can expect to co-locate on average 1–2 times a week with variations based on types of work/projects and client locations.
• 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:

• 2+ years of experience mentoring junior professionals on consulting or financial-services engagements.
• Experience developing proposals or delivering client presentations for investment management or trust operations clients.
• Experience using customer relationship management systems, portfolio or trust investment accounting platforms, client portals, reconciliation tools, or data warehouses.
• Experience evaluating the effects of artificial intelligence and machine learning on operational controls, data quality, or process resilience.

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 $163,400-$322,100.

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.