Wealth Management & Trust Operations – Investment Management Senior Consultant

Enterprise Operations & Risk – Wealth Management and Trust Operations – Investment Management Senior Consultant

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 Senior Consultant on the Enterprise Operations & Risk team, you will be responsible for…

• Identify, evaluate, and prioritize business, operational, regulatory, and technology risks across wealth management and trust operations; document risk mitigation strategies.
• Support operational governance and execution, including service management routines, escalation paths, control ownership, issue management, and management reporting, across internal teams and third parties.
• Assess the effects of automation and artificial intelligence/machine learning on operational controls, data quality, and process resilience.
• Develop operating model assessments, current-state and future-state process maps, control inventories, key risk indicators, service-level agreements, operating-level agreements, vendor oversight artifacts, and procedure documentation.
• Conduct research and engage industry participants on operating model trends, outsourcing and insourcing considerations, vendor capabilities, and market practices affecting operations.

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 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
• 3+ 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.
• 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 managing project deliverables, proposals, or sales presentations

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 $110,700 to $218,300.

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.