Manager, Industry Solutions, Investment Wealth Management
As a Manager in Investment 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 Wealth Management team, you will be responsible for...
* Leading workstreams for strategy, growth, and transformation engagements across business functions and client priorities
* Conducting market, customer, financial, and operational analyses to inform recommendations and decision-making
* Developing executive-level deliverables, including presentations, business cases, and implementation roadmaps
* Managing day-to-day client interactions and coordinating cross-functional teams to support timely delivery
* Coaching 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 team
* 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
The team
The Investment Wealth Management team helps clients address enterprise priorities through strategic planning, business analysis, and transformation execution.
The team works with leaders across industries 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 degree
* 8+ years relevant consulting and/or investment management experience
* 8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
* 8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
* 8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
* 8+ years of experience collaborating with financial services industry sen...
- Rate: Not Specified
- Location: Costa Mesa, US-CA
- Type: Permanent
- Industry: Management
- Recruiter: Deloitte
- Contact: Not Specified
- Email: to view click here
- Reference: 358310
- Posted: 2026-07-04 08:38:33 -
- View all Jobs from Deloitte
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