Manager, Industry Solutions, Investment Wealth Management

Deloitte • Dallas, TX • 2h ago

As a Manager in Investment 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.

Work you'll do

As a Manager on the Investment Wealth Management team, you will be responsible for...

Leading workstreams for strategy, growth, and transformation engagements across business functions and client priorities

Conducting market, customer, financial, and operational analyses to inform recommendations and decision-making

Developing executive-level deliverables, including presentations, business cases, and implementation roadmaps

Managing day-to-day client interactions and coordinating cross-functional teams to support timely delivery

Coaching junior team members and overseeing quality of work products across project activities

A successful candidate would possess these 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

The team

The Investment Wealth Management team helps clients address enterprise priorities through strategic planning, business analysis, and transformation execution. The team works with leaders across industries 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.

Required Qualifications

Bachelors degree

8+ years relevant consulting and/or investment 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

Information for applications with a need for accommodation

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

Preferred Qualifications

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, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, 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.

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 $155,600 to $306,800.

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.

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.

Similar Jobs

Accounting Manager/Supervisor

Robert Half • Mansfield, TX • 1h ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounting Manager to lead core accounting operations for a growing transportation company in Fort Worth, Texas. This role is responsible for maintaining accurate financial r...

1h ago

Go to Apply

Private Bank Service Specialist II

Huntington National Bank • Dallas, TX • 1h ago

Finance, Accounting & Banking

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and...

1h ago

Go to Apply

Personal Banker I - Josey-Trinity Mills

Fifth Third Bank, N.A. • Plano, TX • 1h ago

Finance, Accounting & Banking

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position w...

1h ago

Go to Apply

Personal Banker I - Belt Line Rd-Hwy 161

Fifth Third Bank, N.A. • Dallas, TX • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Finance Manager, Process Engineering

Amazon • Irving, TX • 3h ago

Finance, Accounting & Banking

Description Our Fulfillment Centers (FCs) utilize innovative technologies and computer systems to serve millions of customers daily. The North America Customer Fulfillment (NACF) Central Operations team seeks a Finance M...

3h ago

Go to Apply

SAP Finance Transformation Senior Manager - Utilities

Accenture • Irving, TX • 3h ago

Finance, Accounting & Banking

We Are: Are you ready to step into the heart of digital transformation in one of the world's most critical - and most dynamic - industries? The Utilities Industry is transforming at unprecedented speed. Clean energy dema...

3h ago

Go to Apply

1116878: Loan Origination Associate I (LSLO06)

JPMorgan Chase • Plano, TX • 15h ago

Finance, Accounting & Banking

Join JPMorganChase as a Loan Origination Associate I and make a significant impact on our lending services. This role offers a unique opportunity for career growth and development, where your skills in conflict managemen...

15h ago

Go to Apply

2027 Entry Level Accountant

Caterpillar, Inc. • Irving, TX • 19h ago

Finance, Accounting & Banking

Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the...

19h ago

Go to Apply

Budget Analyst

Veterans Affairs, Veterans Health Administration • Dallas, TX • 22h ago

Finance, Accounting & Banking

Summary The Purpose of the Position is: To accurately forecast and document the organizational budget; and to promote organizational effectiveness and efficiency by ensuring that revenues and expenditures are being used...

22h ago

Go to Apply

SAP S/4 Process Integration Lead (Finance & Supply Chain) - Consumer Goods

Accenture • Irving, TX • 22h ago

Finance, Accounting & Banking

We Are: Accenture's SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP solutions and we're curious and always learning. We bring reinvention to l...

22h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)