Senior Consultant, Industry Solutions, Wealth Management Position Available In New York, New York
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Job Description
Job Order Number:
DG0199288
Job Title:
Senior Consultant, Industry Solutions, Wealth Management
Company:
Deloitte Location:
New York, NY
Salary:
Education:
Information Not Provided
Experience:
Information Not Provided
Hours:
Duration:
Full Time, Regular
Shift:
Description:
Senior Consultant, Industry Solutions, Wealth ManagementWhat we doJoin our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients’ success. You’ll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client’s unique requirements.
Our Industry Solutions offering provides verticalized solutions that transform how clients sell products, deliver services, generate growth, and execute mission-critical operations. We deliver integrated business expertise with scalable, repeatable technology solutions specifically engineered for each sector.
Who we serveDeloitte’s Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies.
Candidate profileThe ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Your roleYou will work on engagements in a team-based environment, partnering directly with wealth management clients, fellow Industry Solutions professionals, and Deloitte consultants from complementary disciplines. As a Senior Consultant, you will help lead workstreams within the context of a larger engagement, gather and analyze information, formulate and test hypotheses, develop actionable recommendations, and implement business and technology solutions for large companies. You will help present your team’s findings to senior client stakeholders, implement recommendations, and begin to build long-term trusted advisor relationships with client counterparts.
Required Qualifications+ Bachelor’s degree+ 4+ years of experience supporting wealth management strategy, technology, and operations transformation programs at a Top-25 wealth management firm and/or large consulting firm+ 1+ year(s) of experience implementing or enhancing leading wealth management trust custody platforms: SEI Trust3000/SWP and/or FIS Global Plus/TrustDesk/AddVantage+ 1+ year(s) of experience redesigning wealth management processes (e.g., trust account onboarding) and implementing technology solutions to realize future state efficiency and experience improvements+ 1+ year(s) of experience supporting wealth management client segmentation and pricing strategy initiatives+ Experience leading wealth management transformation program management activities including roadmap development, executive read-outs, and creation of KPI dashboards+ Travel up to 50%+ Limited immigration sponsorship availablePreferred Qualifications+ Wealth management industry certification (e.g., Certified Financial Planner, CFA) and/or relevant advanced degree (e.g., MBA)+ Candidate must possess unique knowledge of wealth management industry competitive landscape, leading business practices, technology platforms, and operational processes+ Experience with post-merger integration of large wealth management firms, including business process and technology stack harmonization+ Experience directly managing three or more Consultant or Analyst equivalent staff+ Experience with one or more workflow automation platform:
