Wealth Management & Trust Operations - Investment Management Manager

Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Manager

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 Manager on the Enterprise Operations & Risk team, you will be responsible for...


* Lead assessments of business, operational, regulatory, and technology risks in wealth management and trust operations.


* Guide governance, control ownership, issue management, escalation, and reporting across internal and third-party teams.


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


* Oversee operating model assessments, process maps, control inventories, key risk indicators, service-level and operating-level agreements, vendor oversight artifacts, and procedures.


* Lead project delivery, mentor junior practitioners, and support proposals and client presentations.

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 mentor and 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


* 5+ 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.


* Experience leading project workstreams and developing risk, control, governance, or operating model deliverables


* Demonstrated knowledge within asset management, wealth management, hedge funds, private equity, and/or operational risk and controls in investment management.


* Understanding of wealth management ...