Wealth Management & Trust Operations - Investment Management Senior Consultant

Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization.

Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.

Work you'll do

As a Wealth Management and Trust Operations - Investment Management Senior Consultant on the Enterprise Operations & Risk team, you will be responsible for...


* Identify, evaluate, and prioritize business, operational, regulatory, and technology risks across wealth management and trust operations; document risk mitigation strategies.


* Support operational governance and execution, including service management routines, escalation paths, control ownership, issue management, and management reporting, across internal teams and third parties.


* Assess the effects of automation and artificial intelligence/machine learning on operational controls, data quality, and process resilience.


* Develop operating model assessments, current-state and future-state process maps, control inventories, key risk indicators, service-level agreements, operating-level agreements, vendor oversight artifacts, and procedure documentation.


* Conduct research and engage industry participants on operating model trends, outsourcing and insourcing considerations, vendor capabilities, and market practices affecting operations.

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 provide clear guidance to others

The team

Our Enterprise Operations & Risk offering enables clients to achieve profitable growth and competitive advantage by optimizing "heart of the business" operations.

We leverage deep domain expertise to extend enterprise resilience, agility and remediation.

Our professionals address client needs which span the organization and impact strategy, operations, performance and reputation.

Qualifications

Required:


* Bachelor's degree


* 3+ years of experience in financial services or consulting with exposure to investment management operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians, prime brokers, or related service providers.


* Demonstrated knowl...