Senior Manager - CBO/OT - Op Model Transformation - Investment Management

Management Consulting | Core Business Operations
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Position Summary

Senior Manager- CBO/OT - Op Model Transformation - Investment Management

Position summary

As a global leader in providing consulting services to the asset management industry, 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

Senior Managers are central to our success! You will lead full-scale projects that range from fast, nimble sprints to large, complex engagements as we address our clients’ biggest challenges. These challenges encompass everything from helping clients increase revenues, decrease costs, accelerate cash flow, improve margin or optimize their operations (people, processes, technology, etc.). You will interface directly with our clients, you will develop and mentor your junior colleagues, and you will enhance your skillset by working with Deloitte experts across the firm. And importantly, you will develop the client experiences and commercial aptitude to be a successful Partner or Director in the firm.

  • Process efficiency & streamlining.
  • Operating model redesign & enhancements.
  • Performance benchmarking.
  • Enterprise cost management.
  • Strategic & enterprise regulatory management.
  • Profitability and productivity analysis.
  • Customer relationship management.

The team

Operations Transformation

Operations Transformation practitioners serve as trusted advisors to our clients, combining strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating models and processes that enable growth, optimize capital, and maximize operational efficiency.

A part of Deloitte Consulting LLP, our Operations Transformation consultants offer insightful recommendations and data-fueled strategies to help our clients address some of their most complex business issues. We are a diverse and talented team that supports a collaborative culture and delivers value through the application of technology, strategy, and process improvement. We tackle our clients’ organizational strategy, financial management, supply management, innovation, and growth issues and help to enhance their business performance, productivity, and long-term profitability. Join us and play a key role in designing our clients’ roadmap to the future.

Qualifications


  • Bachelor’s degree from accredited university with strong undergraduate academic record.
  • 10+ plus years of consulting and/or Investment / Asset management experience.
  • Proven experience in leading small engagements or components of large, complex engagements.
  • Ability to lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for large companies.
  • Prior experience providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement. Ability to demonstrate experience in overseeing the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance.
  • Experience in developing and presenting proposals for business development activities.
  • Limited immigration sponsorship may be available.
  • Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve.

In addition, successful Senior Managers will also have the following preferred skills:

  • Experience leading projects that have historically been larger than $500,000, with teams of 5 or more.
  • Has demonstrated eminence including formal publishing, presenting and blogging about Investment / Asset management.
  • Has a strong understanding of the current trends, regulations, challenges, opportunity and competition across the Investment / Asset management value chain.
  • Is highly mobile to cover clients in nearly all contiguous US states.
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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.

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.

Requisition code: 110341

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