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About the Role

As a Manager in Investment and Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role involves working with senior leaders and cross-functional teams to shape growth strategies, improve performance, and deliver measurable business outcomes. The ideal candidate brings structured problem solving, experience leading workstreams, and the ability to translate analysis into actionable recommendations.

Responsibilities

Lead end-to-end business and technology transformation programs across Investment Management, Wealth Management, Asset Servicing, and Retirement operations.
Manage technology platform selections and implementations, including vendor scans, RFPs, due diligence, requirements, testing, conversion, and cutover.
Design and execute target-state operating models, business processes, and workflow transformation initiatives to improve scalability, controls, and efficiency.
Lead investment data strategy and transformation efforts, including data governance, architecture, integrations, reporting, and modernization initiatives.
Deliver IBOR, ABOR, portfolio accounting, performance measurement, and reconciliation transformation programs.
Drive alternatives and private markets initiatives, including private equity, private credit, partnership accounting, investor servicing, and wealth distribution enablement.
Support institutional asset managers with front-, middle-, and back-office modernization, including investment operations, trading, accounting, performance, and reporting capabilities.
Enable wealth management transformation across advisor platforms, custodians, Turnkey Asset Management Platforms (TAMPs), client reporting, planning tools, and digital wealth ecosystems.
Oversee cross-functional teams, third-party vendors, and stakeholders while managing governance, risk, budgets, roadmaps, and executive communications.
Advise senior executives on business cases, technology strategy, platform modernization, and enterprise transformation priorities.
Lead workstreams for strategy, growth, and transformation engagements across business functions and client priorities.
Conduct market, customer, financial, and operational analyses to inform recommendations, decision-making and competitive analyses.
Develop executive-level deliverables, including presentations, business cases, and implementation roadmaps.
Manage day-to-day client interactions and coordinate cross-functional teams to support timely delivery.
Coach junior team members and oversee quality of work products across project activities.

Requirements

Bachelors degree
8+ years relevant consulting and/or investment/wealth management experience
8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
8+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
6+ years’ experience developing and presenting proposal responses
Travel up to 50%, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available

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
6+ years’ experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, Geneva, InvestOne, and/or other IBOR, OMS, investment accounting, or trading platforms across institutional, wealth, and private markets.
Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.
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.
Experience with front-to-back investment operations and the end-to-end trade lifecycle, including portfolio management, trading, reconciliation, accounting, performance, reporting, and asset servicing.
Strong understanding of investment data, data governance, data architecture, and enterprise data management concepts.
Experience with alternatives and private markets, including private equity, private credit, partnership accounting, fund administration, and investor servicing.
Understanding of institutional asset management and wealth management business models, distribution channels, custodians, advisors, and TAMPs.

Location

Atlanta, Georgia, United States
Austin, Texas, United States
Boston, Massachusetts, United States
Charlotte, North Carolina, United States
Chicago, Illinois, United States
Cincinnati, Ohio, United States
Cleveland, Ohio, United States
Columbus, Ohio, United States
Costa Mesa, California, United States
Dallas, Texas, United States
Detroit, Michigan, United States
Hartford, Connecticut, United States
Houston, Texas, United States
Indianapolis, Indiana, United States
Kansas City, Missouri, United States
Las Vegas, Nevada, United States
Los Angeles, California, United States
McLean, Virginia, United States
Mechanicsburg, Pennsylvania, United States
Miami, Florida, United States
Minneapolis, Minnesota, United States
Nashville, Tennessee, United States
New York, New York, United States
Philadelphia, Pennsylvania, United States
Pittsburgh, Pennsylvania, United States
Raleigh, North Carolina, United States
Sacramento, California, United States
San Jose, California, United States
Seattle, Washington, United States
St. Louis, Missouri, United States
Stamford, Connecticut, United States
Tallahassee, Florida, United States
Tampa, Florida, United States

Work Type

Onsite

Experience Level

Manager
8+ years relevant consulting and/or investment/wealth management experience
8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
8+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
6+ years’ experience developing and presenting proposal responses
6+ years’ experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, Geneva, InvestOne, and/or other IBOR, OMS, investment accounting, or trading platforms across institutional, wealth, and private markets.
Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.
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.
Experience with front-to-back investment operations and the end-to-end trade lifecycle, including portfolio management, trading, reconciliation, accounting, performance, reporting, and asset servicing.
Strong understanding of investment data, data governance, data architecture, and enterprise data management concepts.
Experience with alternatives and private markets, including private equity, private credit, partnership accounting, fund administration, and investor servicing.
Understanding of institutional asset management and wealth management business models, distribution channels, custodians, advisors, and TAMPs.

Education Level

Bachelors degree

Salary/Compensations

$155,600 to $306,800

Benefits

Discretionary annual incentive program
Professional development opportunities
On-the-job learning experiences
Formal development programs
Mentorship opportunities

About the Company

The Investment and Wealth Management team helps clients address enterprise priorities through strategic planning, business analysis, and transformation execution.
The team works with leaders across segments to solve complex problems, identify growth opportunities, and improve organizational performance.
Professionals in this practice collaborate across functions and bring structured, data-informed approaches to help clients achieve business outcomes.
Deloitte's purpose is to make an impact that matters for our people, clients, and communities.
Our 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 ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges.
This makes Deloitte one of the most rewarding places to work.
As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP.

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.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
See notices of various fair chance hiring and ban-the-box laws where available.