Casey Quirk Investment & Wealth Management Senior Manager

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives.

We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability.

The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.

Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy & Transactions practice.

We have a dedicated team focused on proprietary research known as the Casey Quirk Knowledge Center.

As part of our continued growth, we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.

Work You'll Do

As a Senior Manager, you will shape forward-looking views, synthesize complex market trends, and serve as a go-to voice on evolving dynamics in buyer behavior, product strategy, operating models, and technology innovation.

You will collaborate with senior leaders across the firm and industry to produce actionable insights and contribute to Deloitte's position as a trusted authority in the financial services sector.

Key responsibilities:


* Lead strategic research efforts and intellectual agenda development for investment and wealth management topics.


* Create forward-looking, hypothesis-driven market insights and thought leadership materials that influence clients and inform strategy.


* Serve as a market-facing thought leader, presenting findings to industry executives, conference audiences, and internal partners.


* Guide a team in synthesizing data, developing proprietary frameworks, and delivering impactful points of view across buyer demand, product innovation, operational evolution, and technology disruption.


* Partner closely with Deloitte Consulting and CQ engagement teams to connect marketplace intelligence to client impact.


* Build and manage relationships with senior industry stakeholders and maintain a pulse on evolving client needs and competitive dynamics.


* Set and manage the annual research agenda, including proprietary studies, timelines, conference engagement and PR connectivity


* Manage Knowledge Center resources, including dedicated team members, research support, and budget.


* Ensure the Knowledge Center's work maintains the highest standards of analytical rigor, relevance, and influence in the market.

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 ...