Deloitte FSI - Human Capital- Wealth Management - Retirement - Senior Manager in Boston, Massachusetts

FSI -Wealth Management - Retirement - Senior Manager

Deloitte is a global leader in providing consulting services to the wealth 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 managers and advisors from every sector of the industry, including registered investment advisors, wealth managers, investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, wealth and other money managers.

TheFinancial Services Industry focuseson the most pressing issues in Financial Services, including rapid changes incustomer needs, technology, increased globalization, and financialregulations.

The Bankingand Capital Markets sector serves Universal and Regional Banks, Capital Markets / Securities Firms and PaymentNetworks with US Operations. The team concentrates on delivering customerinsights, core growth and digital strategies, operational transformation, humancapital and technology modernization services to bank executives. We Helpclients with regulatory reform, technological modernization, customer insights,competitive dynamics, and market growth opportunities.

Work you ll do

Join us as we deliver end-to-end transformational solutions for our Wealth Management clients most critical challenges. This delivery capability allows us to be at the forefront of helping our clients innovate and transform their businesses. In this rapidly changing environment, we are helping wealth management clients achieve growth aspirations by redesigning their future state operating models, adopting digital solutions, driving improved processes and more efficient infrastructure, outsourcing middle and back office operations and implementing leading technology platforms.



10 years of relevant consulting or industry experience

At least 4 years of experience managing large technology engagements

A minimum of 4 full life cycle implementations

  • Strong experience in the Wealth Management - Retirement markets across different entities- banks, trust companies, asset managers and insurance providers who operate wealth management businesses

  • A willingness to travel 80 - 100% of the time (Monday Thursday/Friday

  • Demonstrated prior experience in managing teams of 5 resources through design, development, and/or operations of complex technology environments (programs, applications, systems and/or infrastructure)

  • Demonstrated prior experience in managing technology assessments and developing strategic recommendations

  • Ability to articulate leading business issues and trends, including the associated technology implications within one or more industries

  • Demonstrated experience in business process improvement, leveraging information and technology

  • Bachelor's Degree

Senior Managers are required to have at least one full lifecycle project experience in one or more of the following areas:

IT Strategy & Transformation Advise, develop and execute effective IT visions, strategies and roadmaps, in direct alignment and support of business and technology objectives.

Enterprise Architecture Deliver effective blueprints that guide the key technology decisions of why, what, when, and how to build technologies that ultimately deliver required business enablement, alignment and value.

Agile Advisory Support clients in adopting Agile at scale across their organization through training and coaching and provide support to overcome the organizational, governance, culture and people challenges associated with such a transformation.

Application Strategy, Selection and Rationalization - Evaluate application and package investments and solutions to support business needs, enterprise strategy and go forward plans aligning client application initiatives with business strategies.


Ability to work independently and manage multiple task assignments

Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)

Strong problem solving and troubleshooting skills with the ability to exercise mature judgment

Eagerness to mentor junior staff

An advanced degree in the area of specialization

Understanding and experience with IT economics including popular financial measures (such as CFROI, TCO etc)

Experience working in a relevant technical role, either with another consultancy, with a vendor or within an enterprise IT team

Recent experience within a wealth manager s business, operations and technology groups

Demonstrated experience in key areas such as Digital, Retirement, Innovative Technologies, Data Management and Advisory solutions within wealth management clients and vendor landscape

Experience with IT organization design, management principles/techniques (ITIL, ITSM), as well as IT management tools (e.g., Mercury, PlanView, ProSight, Niku)

The team

Customer Strategy & Applied Design

Our Customer Strategy & Applied Design team focuses on helping clients discover, design, and prototype customer growth strategies and innovation portfolios to create and drive change in a digital world. We bring knowledge and offerings to uncover the behaviors, motivations and preferences of our clients customers and develop new experiences for them. Our team of professionals has deep capabilities in strategy, customer experience, digital strategy and innovation.

We deliver set of customer focused work:

  • Customer Strategy | Help clients build capabilities to better understand customer value drivers and make choices about the markets and segments they serve through digital, social, and mobile channels; optimize pricing decisions and shape the most strategic issues on the CMO agenda

  • Customer Experience | Help clients improve the quality, nature and power of interactions between the customer and the organization across the lifecycle of sales, marketing and service at each and every touch point.

  • Applied Innovation | Help clients rapidly design, prototype and launch new businesses and experiences, translating insights on human behavior from design-led methods into offerings and technologies that delight customers and drive growth

  • Digital Strategy | Help clients understand, envision and articulate digital as a business strategy aligned with their CEO s agenda and then craft a plan to embed everything they do with the latest technology solutions and business models to compete in the marketplace for customers and talent

The team

Organization Transformation

The Organization Transformation practice is about transforming the organization (and the benefits providers that serve them) to support its business strategy. This involves helping our clients move from where they are today to where they need to be in the future. It could include changing the organization s culture, modernizing specific functions, re-designing the organization structure, and will require a combination of change management actions to execute the transformation. To enable our success, it will be critical to use data and insights to inform better ways of working together.

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. at


At 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. at

Deloitte s culture

Our 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 citizenship

Deloitte 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. at

Recruiter tips

We 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. at

Category: Management Consulting

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see 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.