Senior Estate Planning Strategist

Our Deloitte Strategy & Transactions team guides organizations through their most critical moments and transformational initiatives. From strategy to execution, this team delivers integrated, end-to-end support and advisory services spanning valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.

As a Senior Consultant, you will operate across two equally dynamic environments: working directly with external clients to navigate complex challenges, seize market opportunities, and drive transformation-and serving as a strategic partner within Deloitte itself, applying the same rigorous consulting capabilities to shape and advance our own organizational priorities. Whether supporting a Fortune 500 engagement or partnering with Deloitte's internal leadership, you will bring the same analytical rigor and high-impact mindset to every challenge.

In this role, you will lead workstreams, drive analysis and contribute to meaningful business outcomes - helping clients and Deloitte alike navigate complexity and define a path forward. Senior Consultants lead workstreams or components of large, complex transformation engagements, working across a range of strategy, performance and transactions-focused challenges to delivery integrated solutions that address our most critical business problems. They drive the research, analysis, and synthesis needed to connect strategy choices to operating model, capability, and investment implications - whether for an external client or as part of Deloitte's own internal transformation agenda.

This work spans increasing revenues, decreasing costs, accelerating cash flow and improving margin and operational workflows - addressing people, processes, and technology across every aspect of the project lifecycle. Depending on the engagement, this may mean supporting a corporate restructuring, sizing a market opportunity, building a transaction integration playbook, or driving a sprint workstream tied to one of Deloitte's internal strategic priorities.

Meticulous attention to detail and quality of work product

Ability to lead projects or workstreams

Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation - for our clients and for Deloitte itself.

Deloitte's Strategy & Transactions team helps organizations navigate their most complex and high-stakes challenges by working with senior leaders across the full spectrum of strategic, operational, and transactional decision-making. Whether defining where to play and how to win, improving performance and reducing complexity, or navigating a major transaction, the team brings date-driven insights and deep functional expertise to shape strategies, transform operating models, and build the capabilities organizations need to deliver results. This work spans both external client engagements and internal Deloitte priorities - helping organizations at every stage of their transformation journey.

Bachelor's degree from accredited university with strong undergraduate academic record.

4+ years of management consulting experience focused on Corporate & Business Unit Strategy, Strategic Planning, Growth Strategy, Commercial Strategy, and Business Transformation

4+ years of experience working with senior leadership to shape and implement strategies, improvement initiatives, or transaction-related solutions that drive growth, operational performance or enterprise value

4+ years of experience creating executive-level project materials, including roadmaps, presentations (PowerPoint), business case, process documentation, and transformation or integration plans.

4+ years of experience structuring ambiguous problems, synthesizing complex analysis, and communicating actionable recommendations to executive audiences

4+ year of experience working with data and quantitative analysis - able to guide analytical workstreams, pressure-test findings, and draw insight from complex information.

2+ years of experience leading teams and influencing others, including coaching and mentoring staff across varying levels of experience.

2+ years of experience with AI tools and emerging technologies as they apply to strategy, business transformation, and the future of work - and a curiosity to continue developing this fluency as the landscape evolves

Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serve.

Limited immigration sponsorship may be available.

MBA)

2+ years of experience with scenario planning, financial modeling, or quantitative forecasting

2+ years of experience in strategy, performance improvement, operational transformation, or transactions with demonstrated ability to work across complex, high-stakes business challenges

Experience applying AI and advanced analytics tools to accelerate insight generation, scenario modeling, or strategic decision-making - including familiarity with platforms such as Microsoft Copilot, generative AI tools, or data visualization technologies

Knowledge of or experience across core G&A functions including HR, Finance, IT, Finance, Procurement or Commercial Operations

Understanding of the digital technologies that underpin modern business operations and customer experiences including CRM, ERP, e-commerce, and content management platforms

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; 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.