Demo

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

Deloitte
Stamford, CT Full Time
POSTED ON 3/25/2025 CLOSED ON 3/31/2025

What are the responsibilities and job description for the Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management position at Deloitte?

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 brings clients the knowledge of industry leaders who understand the relevant processes and technologies for their industry-and apply them with a process and mindset that tailors transformational change to their specific organization.

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 have a genuine passion for driving strategic technical transformation in the financial services industry combined with relationship-building, leadership, and communication skills. The ability to bring together stakeholders and persuade senior clients to act is essential.

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 relevant consulting and/or investment management experience
  • 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
  • 1 year of experience with EquiLend Spire
  • 3 years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
  • Travel up to 50%
  • Limited immigration sponsorship available

Preferred Qualifications

  • One of the following certifications: Oracle Certified Associate, Java SE 8 Certified Programmer, Certified OutSystems Reactive Web Developer, Certified Unqork (Low code/no code) Configurator, Certified Unqork Professional Configurator
  • 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.

Information for applications with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $137700 to $229500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Salary : $137,700 - $229,500

Tax Services Senior Manager - FSO - Tax Technology & Transformation, Indirect EDGE
EY -
Stamford, CT
Tax Senior - Financial Services Organization - Tax Technology & Transformation
EY -
Stamford, CT
Data Operations Engineer (USA)
Trexquant Investment -
Stamford, CT

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management?

Sign up to receive alerts about other jobs on the Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$101,242 - $124,726
Income Estimation: 
$125,329 - $152,916
Income Estimation: 
$129,291 - $167,349
Income Estimation: 
$133,136 - $171,866
Income Estimation: 
$138,790 - $181,781
Income Estimation: 
$131,745 - $167,716
Income Estimation: 
$150,756 - $194,140
Income Estimation: 
$172,191 - $221,861
Income Estimation: 
$114,549 - $164,025
Income Estimation: 
$153,752 - $200,235
Income Estimation: 
$101,441 - $130,752
Income Estimation: 
$111,369 - $141,168
Income Estimation: 
$117,871 - $153,580
Income Estimation: 
$109,939 - $144,341
Income Estimation: 
$114,500 - $144,633
Income Estimation: 
$120,936 - $155,014
Income Estimation: 
$131,745 - $167,716
Income Estimation: 
$144,503 - $184,592
Income Estimation: 
$102,541 - $137,871
Income Estimation: 
$153,752 - $200,235
Income Estimation: 
$70,239 - $89,209
Income Estimation: 
$88,984 - $115,784
Income Estimation: 
$92,017 - $124,111
Income Estimation: 
$90,707 - $120,959
Income Estimation: 
$91,486 - $118,193
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Deloitte

Deloitte
Hired Organization Address St Louis, MO Full Time
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you exc...
Deloitte
Hired Organization Address Mc Lean, VA Full Time
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you exc...
Deloitte
Hired Organization Address Mc Lean, VA Full Time
In this age of disruption, organizations need to navigate the future with confidence by tapping into the power of data a...
Deloitte
Hired Organization Address Miami, FL Full Time
Are you looking for a fulfilling and dynamic career where no day is the same? Deloitte is defining the digital landscape...

Not the job you're looking for? Here are some other Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management jobs in the Stamford, CT area that may be a better fit.

Spring Wealth Management Intern (INCENTIVE BASED - NO SALARY)

Silver Spring Wealth Management - Northwestern Mutual, Canaan, CT

AI Assistant is available now!

Feel free to start your new journey!