Senior Manager (Costa Mesa)

Position Summary






Deloitte is seeking a Senior Manager to support client engagements within Investment Wealth Management. This role will lead teams delivering solutions that help organizations address business priorities, operational change, and strategic initiatives across wealth and asset management environments. The Senior Manager will manage client relationships, oversee engagement delivery, and contribute to practice growth through market-facing and team development activities.
Work you'll do
As a Senior Manager on the Investment Wealth Management team, you will be responsible for…
Leading client engagements for Investment Wealth Management organizations from scoping through deliveryManaging client stakeholders, engagement teams, and multiple workstreams across complex business initiativesOverseeing project plans, deliverable quality, risks, timelines, and project economicsDeveloping recommendations, operating approaches, and implementation plans aligned to client objectivesSupporting practice growth through proposals, offering development, and coaching of junior practitioners
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 team
Deloitte’s Investment Wealth Management practice supports clients across wealth management, asset management, and investment operations. Teams work with organizations to address business priorities, improve operating models, enhance client service, and deliver strategic initiatives across the enterprise. This practice serves clients seeking structured problem solving, stakeholder alignment, and execution support in a changing market environment.
Required Qualifications
Bachelor's Degree10+ years relevant consulting and/or investment management experience10+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations10+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements10+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations10+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.8+ 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
Advanced degree in area of specialization10+ 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, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.
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 $189,200 to $372,900.
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 apply.placed-app.com.






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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: 358851


Job ID


358851
Strategy, Growth, and Transformation
| Functional and Operational Strategy and TransformationSame job available in 20 locations