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Deloitte Senior Manager - CBO/CIS - Strategic Investment Management Solutions - Investment Management in Houston, Texas

Senior Manager - CBO/CIS - Strategic Investment Management Solutions - Investment Management

Position summary

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

Work you'll do

Senior Managers are professionals with strong records of academic and professional achievement in a specific area or field who have the capacity and desire for continuous development and growth.

Deloitte Consulting professionals must also be capable of working and communicating with people at all levels of an organization.

  • General Responsibilities:

  • Senior Manager lead multiple project workstreams, small engagement teams or components of large, complex engagements in their specialty areas.

  • Lead engagement planning and budgeting.

  • Oversee development and monitoring of work plans for all components of an engagement.

  • Manage activities across all work streams.

  • Provide quality control oversight for all work threads managed.

  • Coordinate with both clinical and non-clinical SMEs to provide peer review of team deliverables.

  • Provide guidance to junior practitioners as they manage large, confidential and complex data sets.

  • Maintain executive relationships and facilitate client acceptance of proposed solutions.

  • Develop process flows identifying challenges and opportunities in business processes.

  • Oversee junior practitioners as they conduct detailed analyses, draw conclusions, and develop pertinent and insightful recommendations.

  • Define deliverable structure and content to reflect the engagement contract.

  • Present findings and recommendations to client leadership.

  • Manage engagement economics and risk.

  • Mentor and develop junior staff.

  • Engagement delivery:

  • Manage and deliver components of client engagement.

  • Lead teams to assess, design, and implement solutions to achieve client's strategic objectives and business issues.

  • Assume accountability for on-time delivery of contracted activities and deliverables.

  • Build and source internal teams structure and composition to deliver engagements.

  • Manage engagement delivery, work plan, activities.

  • Provide client sponsors with regular updates.

  • Lead and manage identification and prioritization of issues.

  • Ownership of budgeting and forecasting of team member time and expenses for projects.

  • Identify and mitigate risks throughout the project life-cycle.

  • Conduct client interviews and facilitate client meetings.

  • Present findings and recommendations to client leadership.

  • Business Development:

  • Develop and maintain contact with top decision makers at key clients.

  • Organize and lead pursuit teams.

  • Participate and lead aspects of the proposal development process.

  • Contribute to the development of proposal pricing strategy.

  • Oversee and create draft engagement contracts.

  • Develop additional business opportunities with current clients and expand engagement scope.

  • People Development:

  • Perform role of counselor and coach.

  • Actively participate in staff recruitment and retention activities.

  • Provide leadership for delivery teams and staff in local offices.

  • Leading work - life balance expectation on engagements through flexibility and predictability initiatives.

  • Provide input and guidance into the staffing process.

  • Provide real-time feedback to project team members and participate in the performance review process.

  • Eminence and Firm Activities:

  • Develop points of view in your industry.

  • Publish white papers and present opinion at industry conferences.

  • Lead practice development activities within the firm.

  • Lead and support recruitment activities.

  • Organize local office events to build firm culture.

The team

Core Industry Solutions

Our Core Industry Solutions practice encompasses industry vertical, sector specific solutions that leverage distinct technologies to drive operational change and automate the core of the business. Examples of the type of work we deliver to our clients include: Insurance CST (Guidewire/Majesco/Duckcreek), Investment/Asset Management (Charles River/Aladdin) Digital Banking Solutions (nCino/Temenos), and Digital CARE (Epic).

The team brings experience from across Deloitte to leverage common approaches, best practices, and strategic investments to scale these solutions by industry strategy. Professionals will focus on key client issues that are at the core of the business by integrating our industry expertise with deep technical and operational transformation capabilities.


To qualify for this position, a senior manager MUST have experience with various sector packages preferably including at least one of the following: Aladdin, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, Simcorp, 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.

Senior Managers will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for large companies.

Senior Manager level responsibilities include:

  • Providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement.

  • Senior Managers implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance.

  • Managers participate in the development and presentation of proposals for business development activities.

  • Managers can lead small engagements or components of large, complex engagements.

  • A minimum of 6 years consulting and/or industry experience is required.

  • A Bachelor's Degree is required.

  • Limited immigration sponsorship may be available.

  • Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve.


    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.