Consultant, Operations & Technology Transformation - Investment & Wealth Management

Consulting and Advisory Services | Industry-focused Consulting
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Position Summary

Consultant, Operations & Technology Transformation - Investment & Wealth Management

What we do 

Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients.  We advise, design, implement, and deploy innovative and technology enabled solutions focused on “heart of the business” issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.

Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our clients’ priorities, helping them to prepare for growth, embrace digital agenda, optimize costs, and maximize operational efficiency. 

Who we serve

Deloitte’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 profile

The ideal candidate will be curious, analytical, and confident with a natural drive to exceed immediate project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship-building, leadership, and communication skills will be critical to success. Candidates should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior staff. 

Your role

You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations & Technology Transformation practitioners, and Deloitte consultants from complementary disciplines. As a Consultant, you will play a key role on the team, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations. You will often help present your team’s findings to senior client stakeholders and implement recommendations.

Required Qualifications

  • Bachelor’s Degree
  • 2+ years of strategy and/or operations transformation experience at a top-tier consulting firm OR a financial services institution
  • 2+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
  • 2+ years hands on experience with PowerPoint
  • 2+ years experience leading workstreams and/or small teams within the context of a larger project
  • Travel up to 50%

Preferred Qualifications

  • 2+ years’ experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade, SimCorp, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, DST SalesConnect, Market Metrics Matrix, Fishtank
  • High proficiency in Microsoft visual Studio, Microsoft SQL Server Management Studio, JAVA SE8, Eclipse, Ninjucks, JavaScript, JSON, XML, XSL, HTML, CSS and Selenium Automation
  • Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc. 
  • Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint)
  • Information for applications with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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 $93,225 - $155,375.

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.


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Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. See notices of various ban-the-box laws where available.

Requisition code: 203276

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