Wealth Management & Trust Operations – Investment Management Manager
About The Position
The Investment Management Manager will join Deloitte’s Enterprise Operations & Risk team within Wealth Management and Trust Operations. The role supports clients in translating complex risk and changing regulatory requirements into actions that strengthen, protect, and transform their organizations. The team uses advanced data, AI, emerging technologies, and industry expertise to help clients address complexity and create value. The manager leads assessments of business, operational, regulatory, and technology risks in wealth management and trust operations; guides governance, control ownership, issue management, escalation, and reporting across internal and third-party teams; and assesses how automation and artificial intelligence and machine learning affect controls, data quality, and process resilience. The role also oversees operating model assessments and related process, control, risk indicator, service agreement, vendor oversight, and procedure deliverables. Responsibilities include leading project delivery, mentoring junior practitioners, and supporting proposals and client presentations. The Enterprise Operations & Risk offering helps clients optimize core business operations, improve resilience and agility, and address remediation needs across strategy, operations, performance, and reputation. The position may be based in one of the listed U.S. locations. The employee must live within commuting distance of the assigned office and be able to commute daily if required. Travel may average up to 50%, depending on client work and the industries served.
Requirements
- Bachelor’s degree.
- At least 5 years of experience in financial services or consulting, with exposure to investment management operations such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians, prime brokers, or related service providers.
- Experience leading project workstreams and developing risk, control, governance, or operating model deliverables.
- Demonstrated knowledge of asset management, wealth management, hedge funds, private equity, and/or operational risk and controls in investment management.
- Understanding of wealth management and trust operations, including transaction processing, account onboarding, digital asset administration, financial advisor support, recordkeeping, and client, tax, and regulatory reporting.
- Experience with wealth management and trust operations systems, technologies, and tools, such as CRM systems, portfolio and trust investment accounting platforms, next-generation client portals, reconciliation tools, and data warehouses.
- Must reside within commuting distance of the assigned office and be able to commute daily if required, without overnight accommodations.
- Ability to travel up to 50% on average, depending on work and clients or industries served.
- Must be legally authorized to work in the United States without current or future employer sponsorship.
- Ability to work independently and collaboratively.
- Effective written and verbal communication skills.
- Meticulous attention to detail and quality of work product.
- Ability to build and sustain professional relationships.
- Ability to lead projects or workstreams.
- Ability to manage and prioritize multiple tasks in a fast-paced, dynamic environment.
- Strong interpersonal skills and professional demeanor.
- Ability to meet deadlines.
- Ability to mentor and provide clear guidance to others.
Nice To Haves
- Experience mentoring junior professionals or leading project teams.
- Experience developing proposals or delivering client presentations.
- Experience using customer relationship management systems, portfolio or trust investment accounting platforms, client portals, reconciliation tools, or data warehouses.
Responsibilities
- Lead assessments of business, operational, regulatory, and technology risks in wealth management and trust operations.
- Guide governance, control ownership, issue management, escalation, and reporting across internal and third-party teams.
- Assess the effects of automation and artificial intelligence and machine learning on controls, data quality, and process resilience.
- Oversee operating model assessments, process maps, control inventories, key risk indicators, service-level and operating-level agreements, vendor oversight artifacts, and procedures.
- Lead project delivery and project workstreams.
- Mentor junior practitioners and provide clear guidance.
- Support proposals and client presentations.
Benefits
- May be eligible to participate in a discretionary annual incentive program, subject to program rules and applicable factors.
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship.
- On-the-job learning experiences and formal development programs.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
