Deloitte Manager, Wealth Management in New York, New York
Deloitte Services LP includes internal support areas such as Marketing and Communications, Human Resources/Talent, Information Technology, Facilities Management, and Financial Support Services.
Manager, Wealth Management
We are looking for a seasoned financial planning professional with outstanding analytical and communication skills to join Deloitte s internal Wealth Planning team. You must be a self-starter and an enthusiastic leader who is highly organized with excellent attention to detail.
Work You ll Do:
Our Wealth Planning team provides wealth planning services to our Partners, Principals, & Managing Directors (PPMDs). You will manage team members in the preparation of financial plans, provide sophisticated wealth planning services, and participate in internal speaking opportunities. You will also be responsible for supervising team members providing them with leadership, counseling and career guidance. The incumbent will possess the professionalism necessary for the effective diagnosis, solution, and implementation of wealth planning issues. Must have proven extensive technical expertise and have developed their reputation within this profession. The internal Wealth Planning team does not provide tax compliance services, legal or investment advice, nor does it provide advice and analysis concerning the purchase or sale of insurance products or securities. However, a general understanding of tax concepts, investment and/or insurance vehicles would be advantageous in the understanding and development of financial plans.
Your Specific Responsibilities Include:
Provide one-on-one personal financial counseling to Deloitte s Partners, Principals, and Managing Directors (PPMDs);
Deliver detailed financial planning analysis to our PPMDs in the areas of retirement planning, education funding for children, home purchases, and debt management;
Review beneficiary designations, estate documents, and asset ownership to ensure consistency with our PPMD s goals for survivor financial security and wealth transfer;
Educate our PPMDs on the Deloitte benefit plans including the impact on their personal finances and personal financial goals;
Provide wealth planning presentations to groups of PPMDs both in-person and through webcasts.
As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about 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.