Deloitte Specialist Leader - CBO/CIS - Strategic Investment Management Solutions - Investment Management in Sacramento, California
Specialist Leader - CBO/CIS - Strategic Investment Management Solutions - Investment Management
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
As a Specialist Leader you will bring considerable technical expertise to deliver effective solutions to clients.
Manage day to day interactions with executive clients and sponsors.
Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies.
Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures.
Develop and maintain contact with top decision makers at key clients; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies.
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 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.