Manager, Industry Solutions, Investment Wealth Management

Position Summary As a Manager in Investment and Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role involves working with senior leaders and cross-functional teams to shape growth strategies, improve performance, and deliver measurable business outcomes. The ideal candidate brings structured problem solving, experience leading workstreams, and the ability to translate analysis into actionable recommendations. Work you'll do As a Manager on the Investment and Wealth Management team, you will be responsible for… Lead end-to-end business and technology transformation programs across Investment Management, Wealth Management, Asset Servicing, and Retirement operations. Manage technology platform selections and implementations, including vendor scans, RFPs, due diligence, requirements, testing, conversion, and cutover. Design and execute target-state operating models, business processes, and workflow transformation initiatives to improve scalability, controls, and efficiency. Lead investment data strategy and transformation efforts, including data governance, architecture, integrations, reporting, and modernization initiatives. Deliver IBOR, ABOR, portfolio accounting, performance measurement, and reconciliation transformation programs. Drive alternatives and private markets initiatives, including private equity, private credit, partnership accounting, investor servicing, and wealth distribution enablement. Support institutional asset managers with front-, middle-, and back-office modernization, including investment operations, trading, accounting, performance, and reporting capabilities. Enable wealth management transformation across advisor platforms, custodians, Turnkey Asset Management Platforms (TAMPs), client reporting, planning tools, and digital wealth ecosystems. Oversee cross-functional teams, third-party vendors, and stakeholders while managing governance, risk, budgets, roadmaps, and executive communications. Advise senior executives on business cases, technology strategy, platform modernization, and enterprise transformation priorities. Leading workstreams for strategy, growth, and transformation engagements across business functions and client prioritiesConducting market, customer, financial, and operational analyses to inform recommendations, decision-making and competitive analysesDeveloping executive-level deliverables, including presentations, business cases, and implementation roadmapsManaging day-to-day client interactions and coordinating cross-functional teams to support timely deliveryCoaching junior team members and overseeing quality of work products across project activities A successful candidate would possess these skills: Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to mentor and provide clear guidance to others The teamThe Investment and Wealth Management team helps clients address enterprise priorities through strategic planning, business analysis, and transformation execution. The team works with leaders across segments to solve complex problems, identify growth opportunities, and improve organizational performance. Professionals in this practice collaborate across functions and bring structured, data-informed approaches to help clients achieve business outcomes. Required Qualifications Bachelors degree8+ years relevant consulting and/or investment/wealth management experience8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations8+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.6+ years’ experience developing and presenting proposal responsesTravel up to 50%, based on the work you do and the clients and industries/sectors you serveLimited immigration sponsorship may be available Preferred Qualifications 6+ years’ experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, Geneva, InvestOne, and/or other IBOR, OMS, investment accounting, or trading platforms across institutional, wealth, and private markets. Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.Experience with front-to-back investment operations and the end-to-end trade lifecycle, including portfolio management, trading, reconciliation, accounting, performance, reporting, and asset servicing.Strong understanding of investment data, data governance, data architecture, and enterprise data management concepts.Experience with alternatives and private markets, including private equity, private credit, partnership accounting, fund administration, and investor servicing.Understanding of institutional asset management and wealth management business models, distribution channels, custodians, advisors, and TAMPs. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $155,600 to $306,800. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on click.appcast.io. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 374420 Job ID 374420 Strategy, Growth, and Transformation | Functional and Operational Strategy and TransformationSame job available in 33 locations