Investment Management & Trust Operations Senior Manager

Deloitte • Jersey City, NJ

1d • $163,400 - $322,100

About The Position

The Investment Management & Trust Operations Senior Manager is part of Deloitte’s Enterprise Operations & Risk team within Regulatory, Risk & Forensic. The role helps clients address complex risks and evolving regulations, using industry insights and advanced data, AI, and emerging technologies to strengthen and transform their organizations.

The Senior Manager leads client engagements assessing and transforming investment management and trust operations. The work includes advising senior stakeholders, designing and assessing operational processes and control frameworks, and evaluating how technology and digital experiences affect controls, data quality, resilience, and regulatory obligations. The position also leads multidisciplinary teams and concurrent workstreams, mentors practitioners, and supports business development.

The role is available in Atlanta, Boston, Charlotte, Chicago, Jericho, Jersey City, Morristown, New York City, Philadelphia, Pittsburgh, Princeton, and Stamford. The employee must live within commuting distance of the assigned office, may be expected to co-locate an average of 1–2 times per week, and may travel up to 50% on average. The stated salary range is $163,400–$322,100, and the employee may also be eligible for a discretionary annual incentive.

Requirements

• Bachelor’s degree.
• 10+ years of experience in financial services or consulting supporting investment managers, wealth managers, trust companies, fund administrators, custodians, prime brokers, hedge funds, or private equity firms.
• 3+ years of experience leading project workstreams that deliver operating model, process, risk, control, governance, or regulatory remediation work for investment management or trust operations.
• Must reside within a commutable distance of the assigned office and be able to commute daily if required, without overnight accommodations.
• Ability to co-locate an average of 1–2 times a week, with variation based on work, projects, and client locations.
• Ability to travel up to 50% on average, based on work and clients served.
• Must be legally authorized to work in the United States without employer sponsorship now or in the future.
• 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 and dynamic environment.
• Strong interpersonal skills and professional demeanor.
• Ability to meet deadlines.
• Ability to mentor and provide clear guidance to others.

Nice To Haves

• 2+ years of experience mentoring junior professionals on consulting or financial-services engagements.
• Experience developing proposals or delivering client presentations for investment management or trust operations clients.
• Experience using customer relationship management systems, portfolio or trust investment accounting platforms, client portals, reconciliation tools, or data warehouses.
• Experience evaluating the effects of artificial intelligence and machine learning on operational controls, data quality, or process resilience.

Responsibilities

• Lead client engagements assessing and transforming investment management and trust operations, including account onboarding, transaction processing, investment accounting, reconciliation, recordkeeping, and client and regulatory reporting.
• Advise senior client stakeholders on operating models, governance, risk and control frameworks, issue management, escalation, and reporting for asset managers, wealth managers, and trust organizations.
• Direct the design and assessment of process maps, control inventories, key risk indicators, service-level agreements, operating-level agreements, vendor oversight artifacts, and procedures.
• Evaluate automation, artificial intelligence, machine learning, data platforms, and digital client experiences for their effects on controls, data quality, operational resilience, and regulatory obligations.
• Lead multidisciplinary teams and oversee delivery across concurrent workstreams.
• Mentor practitioners and provide clear guidance.
• Support business development through proposals, client presentations, and account development.
• Manage and prioritize multiple tasks, meet deadlines, and maintain high-quality work products.

Benefits

• May be eligible to participate in a discretionary annual incentive program, subject to program rules and performance factors.
• 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