Wealth Management & Trust Operations – Investment Management Senior Consultant

Deloitte • Jersey City, NJ

3d • $110,700 - $218,300 • Onsite

About The Position

As a Wealth Management and Trust Operations – Investment Management Senior Consultant on Deloitte’s Enterprise Operations & Risk team, you will help clients address business, operational, regulatory, and technology risks across wealth management and trust operations. The role includes supporting operational governance and execution, evaluating the effects of automation and artificial intelligence/machine learning on controls and process resilience, and developing operating-model assessments and supporting operational documentation. You will also research market practices and engage industry participants on operating-model trends, outsourcing and insourcing, vendor capabilities, and related operational matters. The team helps clients optimize core business operations, strengthen enterprise resilience and agility, and address remediation needs.

The position is available in 12 listed U.S. locations. Candidates must live within commuting distance of their assigned office and be able to commute daily if required. Travel may be up to 50% on average. Compensation is estimated at $110,700–$218,300, with possible eligibility for a discretionary annual incentive program.

Requirements

• Bachelor’s degree.
• At least 3 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.
• 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, such as 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.
• Ability to reside within commuting distance of the assigned office and commute daily if required, without overnight accommodations.
• Ability to travel up to 50% on average, based on work and client and industry needs.
• Legally authorized to work in the United States without employer sponsorship now or in the future.
• Ability to work independently and collaboratively, communicate effectively in writing and verbally, and build and sustain professional relationships.
• Meticulous attention to detail and quality of work product; strong interpersonal skills and professional demeanor.
• Ability to meet deadlines and manage multiple tasks in a fast-paced, dynamic environment.

Nice To Haves

• Experience managing project deliverables, proposals, or sales presentations.

Responsibilities

• Identify, evaluate, and prioritize business, operational, regulatory, and technology risks across wealth management and trust operations, and document risk mitigation strategies.
• Support operational governance and execution, including service management routines, escalation paths, control ownership, issue management, and management reporting across internal teams and third parties.
• Assess the effects of automation and artificial intelligence/machine learning on operational controls, data quality, and process resilience.
• Develop operating-model assessments, current- and future-state process maps, control inventories, key risk indicators, service-level agreements, operating-level agreements, vendor oversight artifacts, and procedure documentation.
• Research and engage industry participants on operating-model trends, outsourcing and insourcing considerations, vendor capabilities, and market practices affecting operations.
• Lead projects or workstreams and manage and prioritize multiple tasks in a fast-paced environment.
• Provide clear guidance to others and communicate effectively with clients and colleagues.

Benefits

• Possible eligibility for a discretionary annual incentive program.
• Professional development opportunities, including on-the-job learning, formal development programs, leadership opportunities, and mentorship.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior