Retirement & Wealth Consulting Senior Manager (Multiple Locations)

Human Capital Consulting | DC Human Capital
Same job available in 5 locations

Atlanta, Georgia, United States

Boston, Massachusetts, United States

Chicago, Illinois, United States

Minneapolis, Minnesota, United States

New York, New York, United States

Position Summary

Retirement & Wealth Consulting Senior Manager 

Deloitte Consulting’s Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the world. Our goal is to improve our clients’ organizational results and impact by focusing on challenges at the intersection of business and people.

AVAILABLE IN MULTIPLE LOCATIONS: Atlanta, Boston, Chicago, Minneapolis, New York

Work you’ll do

As a Deloitte Consulting Retirement & Wealth Consulting Senior Manager, you will help retirement provider institutions gain competitive advantages and differentiate themselves in the areas of business strategy, digital modernization, customer experience, product development, and operating model transformation. You will provide leadership and project oversight to teams focused on the following: 

  • Use retirement market trends, industry, and regulatory knowledge to analyze and benchmark client’s products and services for market competitiveness, develop competitive differentiation strategies, and guide new offerings to market 
  • Lead project teams through a variety of client initiatives including but not limited to: provide Robotic and Cognitive Automation solutions, define and implement end-to-end business transformation initiatives, develop digital and predictive analytic capabilities, and help clients understand their costs to better define their product offer, segmentation, and alignment to pricing strategy
  • Using industry expertise, educate clients on marketplace trends, conduct market research studies, develop white papers, and grow eminence in the retirement provider domain
  • Lead the creation of detailed client deliverables that support findings and recommendations 
  • Contribute to practice development including culture building, internal community involvement, eminence, recruiting, whitepapers, etc. 
  • Guide business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. 
  • Act in a mentoring capacity to support the career development of retirement provider colleagues 

The team

Deloitte’s Organization Transformation professionals help our clients transform their organizations and the benefit providers that serve them to support their business strategy. Our teams leverage behavioral analytics strategic communications strategies and insights to drive change through our diagnostics and platforms. We help our clients rethink and change their organizations' cultures, modernize business functions, redesign their organization structures, develop high-performing teams, transition to the cloud and digitize their applications and core functions



  • Minimum eight (8) years of experience in a consulting or industry role with experience leading teams in project-based work for retirement provider institutions, with at least two (2) years relevant experience in an external consulting role 
  • Minimum four (4) years of experience leading multiple project teams on relevant engagements
  • Minimum one (1) year experience with business development in support of related specialty areas, including carrying a business development quota for consulting work, ramping up pursuit teams and leading business development pursuits’ end-to-end 
  • Experience leading current & future state road mapping, requirements gathering workshops, and/or meeting facilitation
  • Experience leading vendor selection including RFPs, RFIs, scoring and evaluating products and services
  • Completed Bachelors’ degree
  • 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.


  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment 
  • Demonstrated knowledge of the retirement provider industry, financial service products and services, and retirement market trends developed through professional experiences 
  • Experience mentoring, training, and developing junior members of the team; experience in employee performance reviews 
  • Experience in project planning, budget oversight and staffing of project teams
  • Advanced degree in related specialization area 
  • Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint, MS Word, MS Excel) 



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.

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 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.

Requisition code: 75322


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