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About the Role
As an Investment Management and Trust Operations Senior Manager on the Enterprise Operations & Risk team, you will lead client engagements focused on assessing and transforming investment management and trust operations. You will advise senior client stakeholders on operating models, governance, risk and control frameworks, and reporting for various financial organizations. This role involves evaluating new technologies like AI and ML for their impact on controls and operational resilience, and leading multidisciplinary teams.
Responsibilities
- Lead client engagements that assess and transform investment management and trust operations, including account onboarding, transaction processing, investment accounting, reconciliation, recordkeeping, and client and regulatory reporting.
- Advise senior client stakeholders on operating models, governance, risk and control frameworks, issue management, escalation, and reporting for asset managers, wealth managers, and trust organizations.
- Direct the design and assessment of process maps, control inventories, key risk indicators, service-level agreements, operating-level agreements, vendor oversight artifacts, and procedures.
- Evaluate automation, artificial intelligence, machine learning, data platforms, and digital client experiences for effects on controls, data quality, operational resilience, and regulatory obligations.
- Lead multidisciplinary teams, oversee delivery across concurrent workstreams, mentor practitioners, and support business development through proposals, client presentations, and account development.
Requirements
- Bachelor's degree
- 10+ years of experience in financial services or consulting supporting investment managers, wealth managers, trust companies, fund administrators, custodians, prime brokers, hedge funds, or private equity firms.
- 3+ years of experience leading project workstreams that deliver operating model, process, risk, control, governance, or regulatory remediation work for investment management or trust operations.
- Must reside within a commutable distance of your assigned office with the ability to commute daily, if required, without the need for overnight accommodations.
- 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.
Skills
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
Location
- Atlanta, Georgia, United States
- Boston, Massachusetts, United States
- Charlotte, North Carolina, United States
- Chicago, Illinois, United States
- Jericho, New York, United States
- Jersey City, New Jersey, United States
- Morristown, New Jersey, United States
- New York, New York, United States
- Philadelphia, Pennsylvania, United States
- Pittsburgh, Pennsylvania, United States
- Princeton, New Jersey, United States
- Stamford, Connecticut, United States
Work Type
- Hybrid
Experience Level
- Senior Manager
- 10+ years of experience
- 3+ years of experience leading project workstreams
- 2+ years of experience mentoring junior professionals
Education Level
- Bachelor's degree
Salary/Compensations
- $163,400-$322,100
Benefits
- Discretionary annual incentive program
About the Company
- Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization.
- Our Enterprise Operations & Risk offering enables clients to achieve profitable growth and competitive advantage by optimizing “heart of the business” operations.
- Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
- Deloitte’s purpose is to make an impact that matters for our people, clients, and communities.
- Deloitte is committed to providing reasonable accommodations for people with disabilities.
Equal Opportunity
- 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.