Job Type: Work Model: Reference code: Primary Location: All Available Locations:
Our Purpose
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Have many careers in one Firm.
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Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
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Learn from deep subject matter experts through mentoring and on the job coaching
About The Team
What will your typical day look like?
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Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across stakeholders and businesses.
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Manage the overall client engagement by identifying and addressing client needs and business challenges, conduct interviews and facilitate workshops, manage day-to-day interactions with clients and internal stakeholders, and developing the recommendations to address clients' business and technology challenges.
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Nurture and develop trusted client relationships and developing your reputation as a trusted advisor.
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Lead aspects of the proposal development cycle; contribute to the development of proposal technical content, sales presentation, market positioning, and proposal presentations, and assisting in business development activities.
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Participate in the development of market-valued intellectual capital and perspectives in the financial services domain; contribute to the development of methodologies and market assets.
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Develop high-performing teams by providing coaching and mentoring to junior practitioners.
Enough about us, let's talk about you
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Bachelor's degree with strong academic credentials and relevant consulting or industry experience.
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Minimum 2 years of relevant experience in wealth management, investment management, financial advisory, or supporting business or technology initiatives within the wealth and investment management sector.
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Ability to support cross-functional teams through strategy, transformation, or delivery engagements to produce high-quality deliverables and outcomes for clients.
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Strong intellectual horsepower, including critical thinking skills, problem solving, analytical abilities, and the capacity for creative thinking.
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Additional consideration provided to individuals with knowledge of investment products, portfolio management, financial planning, regulatory requirements within the wealth management industry, or platforms such as Aladdin, Charles River, Sim Corp, and FNZ.
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Experience contributing to service excellence, supporting the quality of client deliverables, and assisting teams and day-to-day relationships to ensure strong performance.
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Strong analytical skills and creative problem-solving skills, flexibility to thrive in an ever-changing environment, and a "get it done" attitude.
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Ability to assist in developing and presenting information to senior executives.
Total Rewards
Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more.
You Shape How We Make Impact.
Be the leader you want to be
Have as many careers as you want.
The next step is yours
