Deloitte Senior Associate, Pension & Wealth Management in New York, New York
Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world s most well-known and respected companies, including more than 75 percent of the Fortune 100.At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients will be heard.Senior Associate, Pension & Wealth Management We are looking for an energetic financial professional with outstanding analytical and communication skills to join Deloitte s internal Pensions & Wealth Management team. You must be a self-starter and an enthusiastic team member who is highly organized with excellent attention to detail. Work You ll Do The Pensions & Wealth Management team is part of the Finance and Administration organization. Reporting to the Deputy CFO, the team is responsible for Deloitte's pension strategy, pension administration, retirement plan financial reporting and wealth management programs, tools and education. The Senior, Wealth Management position will assist the US Managing Directors, Senior Managers, Managers, and India-based staff with day-to-day benefit administration and wealth management activities. Primary tasks include preparation and/or first-level review of benefit calculations and packages, valuation data and benefit education materials, and maintenance of our wealth management tools. Additional responsibilities include project management, responding to or escalating questions from the India-based team members and responding to or escalating questions from Deloitte s Partners, Principals and Managing Directors. Your specific responsibilities include:Understand Deloitte retirement plan provisions and apply that knowledge on a daily basisPrepare and/or review Partner, Principal and Managing Director benefit calculationsReconcile and analyze data for annual valuation purposes and special projectsPrepare educational materials and assist with the maintenance of Deloitte s wealth management toolsAssist with special projects and ad-hoc requestsHelp train new staff membersAssist with the development and management of processes, procedures, and internal controlsBalance multiple projects and responsibilitiesPerform other job-related duties as assignedWhat You ll NeedMinimum of 2-5 years of related experienceTeam-oriented, self-starter, able to work with junior team members and managementProficiency with Excel spreadsheet modelingBachelor s degree in Accounting, Finance, Mathematics, Economics or another similar technical discipline How You ll Grow At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center. BenefitsAt Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.Learn more about what working at Deloitte can mean for you. Deloitte s CultureOur positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte. Corporate CitizenshipDeloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world. Recruiter TipsWe want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to.Check out recruiting tips from Deloitte professionals.
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