Investment and Wealth Management Encore Consultant

Consulting and Advisory Services | Industry-focused Consulting
Same job available in 35 locations

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Position Summary

The Deloitte Encore Program is specifically designed to enable professionals who have left the workforce to return to work with confidence. This program offers an opportunity to improve your skills in a client service environment coupled with mentorship to help support professional growth. The Encore program is an excellent opportunity to reignite your professional career.

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. 

Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. 

Work You’ll Do

The ideal candidate will be curious, analytical, and confident, with a natural drive exceed immediate project requirements and overcome obstacles. A genuine passion for the financial services 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.


You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations 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.

Recruiting for this role ends on January 10, 2024.   

Required qualifications

  • Bachelor's degree
  • 2+ years of strategy and/or operations transformation experience at a consulting firm OR a financial services institution
  • Proficiency in Microsoft Word, Microsoft PowerPoint and Microsoft Excel
  • Ability to travel 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 skills

  • Advanced degree (e.g., MBA, PhD)
  • Subject matter expertise in Investment Management
  • Experience with financial services sector technology platforms and digital innovation
  • Experience working in a collaborative, team-based environment to solve business challenges and drive change in large organizations
  • Ability to analyze data to deliver insights using tools like Microsoft Excel, Power BI or Tableau
  • 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 to $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. 


#Encore


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Benefits

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Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.
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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: 203162

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