Senior Manager, Industry Solutions, Wealth Management jobs in United States
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Deloitte · 8 hours ago

Senior Manager, Industry Solutions, Wealth Management

Deloitte is a leading professional services firm, and they are seeking a Senior Manager for their Industry Solutions team in Wealth Management. This role involves leading engagements for financial services clients, focusing on process improvement, operating model design, and growth strategy development while managing stakeholder relationships and guiding junior staff.

AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
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Growth Opportunities
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H1B Sponsorednote

Responsibilities

Lead and deliver small engagements, or components of large, complex engagements for financial services clients
Craft solutions for clients, guide and oversee the quality of your team's deliverables and recommendations and manage day-to-day stakeholder relationships
Contribute to Deloitte's thought leadership, play a significant role in business development activities, and own responsibility for the development of junior staff

Qualification

Investment management experienceStakeholder relationship managementStrategy transformationFinancial services collaborationProposal developmentAdvanced degreeSector package experienceProcess improvementTeam leadershipPresentation skills

Required

Bachelors degree
10+ years relevant consulting and/or investment management experience
10+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
10+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
10+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
10+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management
8+ 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

Advanced degree in area of specialization
10+ 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, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank

Benefits

Discretionary annual incentive program

Company

Deloitte

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Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.

H1B Sponsorship

Deloitte has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6871)
2024 (4911)
2023 (5604)
2022 (8090)
2021 (5993)
2020 (10388)

Funding

Current Stage
Late Stage

Leadership Team

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Anne Muraya
Chief Executive Officer - East Africa
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Joe Ucuzoglu
Global Chief Executive Officer
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Company data provided by crunchbase