Senior Consultant, Investment & Wealth Management, Advise

Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management

What we do 

Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients. We advise, design, implement, and deploy innovative and technology enabled solutions focused on “heart of the business” issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.

Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our clients’ priorities, helping them to prepare for growth, embrace digital agenda, optimize costs, and maximize operational efficiency. 

Who we serve

Deloitte’s Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies.

Candidate profile

The ideal candidate will be curious, analytical, and confident with a natural drive to exceed immediate project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship-building, leadership, and communication skills will be critical to success. Candidates should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior staff. 

Your role

You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations & Technology Transformation practitioners, and Deloitte consultants from complementary disciplines. As a Senior Consultant, you will help lead workstreams within the context of a larger engagement, gather and analyze information, formulate and test hypotheses, develop actionable recommendations and implement creative business and technology solutions for large companies. Senior consultants will evaluate emerging vendor solutions within investment and wealth management. You will help present your team’s findings to senior client stakeholders, implement recommendations, and begin to build long-term trusted advisor relationships with client counterparts.

Required Qualifications

• Bachelor’s Degree

• 4+ years of strategy and/or operations transformation experience at a top-tier consulting firm OR a financial services institution

• 3+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
• 3+ years hands on experience with PowerPoint

• 3+ years experience leading workstreams and/or small teams within the context of a larger project

• Travel up to 50%

Preferred Qualifications

• 2+ years’ experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade, SimCorp, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, DST SalesConnect, Market Metrics Matrix, Fishtank

• High proficiency in Microsoft visual Studio, Microsoft SQL Server Management Studio, JAVA SE8, Eclipse, Ninjucks, JavaScript, JSON, XML, XSL, HTML, CSS and Selenium Automation
• Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc. 
• Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint)

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not lim