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Deloitte Manager, Business Concierge for Advisory/CMG/ITS in San Diego, California

Deloitte Services LP includes internal support areas such as Marketing and Communications, Human Resources/Talent, Information Technology, Facilities Management, and Financial Support Services.

Manager, Business Concierge for Advisory/CMG/ITS

Are you passionate about technology and interested in joining a community of collaborative colleagues who respectfully and courageously seek to challenge the status quo? If so, read on to learn more about an exciting opportunity with Deloitte's Information Technology Services (ITS). We are curious and life-long learners focused on technology and innovation.

Work you'll do

All third-party tools, excluding hardware and development technology, must be reviewed to validate firm standards are applied and risks are understood and vetted. The Third Party Product Approval Process facilitates these reviews and provides a mechanism for guidance.

The Business Concierge is a new position responsible for leading Advisory, CMG and ITS teams through the Third Party Product review process. The Business Concierge ensures that new technology is in compliance with firm technology and risk standards. This role will also help evolve the process by providing insights on program enhancements to drive efficiencies, scale, and transparency. The Business Concierge will be an active player on the Collaboration and Virtualization team.

Provide Business Concierge services to Advisory, CMG, and ITS for new technology requests and liaise with respective Business requestors to develop use cases and ensure alignment with technology strategy. Facilitate the collection of complete and accurate information as input to the Third Party Product Approval Process, including preparation for the Discovery Call. Collaborate with leaders from Advisory, CMG and ITS as well as with experts from Risk, Architecture, Cyber, Core Procurement, OGC, Confidentiality & Privacy and others to execute the Third Party Product Approval Process in a timely and efficient manner. The Business Concierge is a key role in helping expedite technologies through the process.

The ideal candidate is a manager with experience in product management, strong project management and communication skills, excellent facilitation/presentation skills, attention to detail, process improvement skills, and a passion for building strong relationships. Strengths in managing competing priorities, intuitively knowing the appropriate level of detail for the audience, proactiveness, and an optimistic approach will help the person excel in this role.

This role will give the candidate a unique opportunity to work with a wide array of Deloitte leadership to solve exciting business challenges.


  • Provide due diligence support during the Exploration Phase of the process to ensure there are no existing tools which meet the identified need

  • Advise Business requestors through vendor viability, reputation risk, and contracting checks and whether product is currently prohibited.

  • Provide guidance to team through their development of PPMD-sponsored business case, a key input to review process. Upon completion, coordinate CIO/CTO review of business case

  • Confirm team's readiness for Discovery Call with risk stakeholders, including Confidentiality & Privacy, Cyber Risk, Cyber Design, Business and/or National Risk, Functional ITS, CoRe Procurement, OGC, ITS VMO, and others as necessary. Participate in Discovery Call

  • Provide Third Party Product Approval Process guidance, connect dots, and anticipate and lead the resolution of roadblocks/issues

  • Manage activities to ensure timely completion of milestones and progression including status reporting as needed

  • Ensure a consistent, predictable, and transparent experience for practitioners and technology teams

  • Become go-to Third Party Product Approval Process SME and demonstrate understanding of the process and asset-specific details

  • Identify and enable Third Party program improvements that streamline the process and increase transparency

  • Evaluate and provide feedback on the existing Third Party Product Approval Process and workflows

  • Identify and recommend program enhancement opportunities to drive efficiencies, scalability, and transparency

  • Build consensus among cross-functional teams and collaborate with stakeholders to implement program improvement initiatives

  • Support development of improved program materials

  • Support a culture of asking questions, respect, seeking ways to improve the program, positive energy, prioritization, and collaboration

  • Contribute to Business Concierge community and attend bi-weekly meetings

  • Collaborate with Advisory, CMG, and ITS leaders to promote Business/EA awareness and alignment for Third party technology reviews

  • Interface with the PPMD sponsors and team leads to ensure alignment on technology use case, and confirm priority and readiness

  • Understand and raise Business/EA specific needs to Third Party Product Approval Task Force and leads

  • Collaborate with technology teams to ensure they understand inputs, activities, outputs, and roles and responsibilities throughout the review process and that teams are prepared to successfully enter and proceed with the Third Party Product Approval Process

  • Help promote Third Party process communication and education efforts within Advisory, CMG and ITS

The team

Information Technology Services (ITS) helps power Deloitte's success. ITS drives Deloitte, which serves many of the world's largest, most respected organizations. We develop and deploy cutting-edge internal and go-to-market solutions that help Deloitte operate effectively and lead in the market. Our reputation is built on a tradition of delivering with excellence.

The 2,500 professionals in ITS deliver services including:

  • Security, risk & compliance

  • Technology support

  • Infrastructure

  • Applications

  • Relationship management

  • Strategy

  • Deployment

  • PMO

  • Financials

  • Communications

    Deloitte Application Studios (DAS)

Deloitte Application Studios (DAS) is the internal software and applications development team responsible for delivering leading-edge technologies to Deloitte professionals. Their broad portfolio includes web and mobile productivity tools that empower our people to log expenses, enter timesheets, book travel and more, anywhere, anytime. DAS enables our client service professionals through a comprehensive suite of applications across the business lines. In addition to application delivery, DAS offers full-scale design services, a robust mobile portfolio, cutting-edge analytics, and innovative custom development.


Required Qualifications:

  • 5-7 years of project management, product management, or equivalent experience

  • Excellent executive presence, meeting facilitation, problem-solving, and business judgment skills

  • Ability to drive tactical discussion and clear action-oriented outcomes across diverse technical and business groups quickly and with accuracy

  • History of project management experience across multiple dispersed groups including communicating status, documenting findings and next steps, and driving action items to completion

  • Ability to absorb and recollect a large amount of detail and provide audience-specific context to drive efficient outcome focused meetings

  • Experience working on remote teams to achieve defined goals, including the ability to manage competing priorities across a matrixed group of stakeholders

  • 2-3 years process improvement experience

  • Excellent core skills in Microsoft Office tools (i.e., PowerPoint, Excel Word)

  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred Qualifications:

  • Experience in product/asset management

  • Demonstrates knowledge of technology-enabled business models/ constructs

  • User experience with technology tools that enable automation, process ticketing, workflow management, and reporting (e.g., ServiceNow)

  • Current Deloitte professional, familiar with the firm's general structure and policies; able to navigate the firm and access resources to resolve issues

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.