Senior Manager - Senior Manager Wealth & Investment Management

Deloitte Canada; Toronto; Hybrid; CAD 97,000 - 234,000; Full time

Job summary

An established industry player seeks a seasoned consultant to drive business development and manage client relationships in the financial services sector. This dynamic role involves leading projects, cultivating executive relationships, and leveraging deep industry expertise to deliver exceptional client service. The firm values diverse perspectives and offers a supportive environment for professional growth. With a competitive salary and a comprehensive rewards package, this is an exciting opportunity to make a significant impact in a leading consulting firm. If you are ready to take your career to the next level, this role is for you.

Benefits

Flexible Benefits

Wellness Programs

Mentoring and Coaching

Professional Development Opportunities

Qualifications

• 10+ years of consulting experience in financial services required.
• Strong analytical and critical thinking skills are essential.

Responsibilities

• Build long-term relationships with senior executive clients.
• Lead business development opportunities and manage client projects.
• Mentor and coach team members while delivering projects.

Skills

Business Development

Client Relationship Management

Project Management

Analytical Skills

Critical Thinking

Financial Services Expertise

Consulting Experience

Leadership

Education

MBA or comparable graduate degree

Job description

Job Type: Permanent
Work Model: Hybrid
Reference code: 128436
Primary Location: Toronto, ON
All Available Locations: Toronto, ON

Our Purpose

At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization.

By living our Purpose, we will make an impact that matters.

• Learn from deep subject matter experts through mentoring and on the job coaching
• Leverage the Deloitte CPA Advantage program, a comprehensive support program for CPA modules and the CFE.
• Enjoy My Benefit Dollars - a flexible benefit to support your physical, financial and emotional well-being.
• Experience a firm where wellness matters.

About the team

Deloitte is a global leader in serving the financial services industry. We have a thorough understanding of North American financial institutions’ priorities and pain points, and act as a trusted advisor to clients across a wide breadth of sectors including banking, investment management and wealth management. Deloitte’s multi-disciplinary model enables our team to integrate our expertise and investments across disciplines to bring forth cross-functional insights and diverse perspectives.

We are actively building our financial services presence in the Toronto market, as such candidate’s primary office will be Toronto Bay Adelaide East.

What will your typical day look like?

• Cultivate and build long term relationships with senior executive clients (i.e., C-suite, EVP, SVP level) of companies in select Financial Services sectors (e.g., Wealth, Investment Management, Asset Management)
• Identify and lead business development opportunities
• Set the intellectual agenda for all client engagements for which they are responsible (i.e., scoping, analytical plan, client deliverables)
• Assume overall leadership in the delivery of projects, supported by a core team of practitioners
• Manage the financials of client projects (i.e., price projects, manage timelines and effort to deliver work on-budget and ensure project-level profitability)
• Offer deep financial services expertise (e.g., vocabulary, understanding of industry dynamics and economics, market trends, competitive landscape)
• Offer technical/functional depth (e.g., market analysis, strategy development, business-health analysis, business-casing)
• Cultivate an internal and external brand as a leading business advisor
• Actively participates in professional association, industry, firm and community events
• Create a learning environment through leadership, participating in the development and delivery of industry training programs
• Assume internal leadership roles focused on practice development (e.g., campus recruiting, thought leadership, IP creation)
• Actively mentor and coach team members and other junior resources

Enough about us, let’s talk about you

• A strong academic record (MBA or comparable graduate degree preferred)
• 10+ years of professional consulting experience in the financial services sector. Experience in Investment, Asset & Wealth Management.
• An understanding of and/or experience in the management consulting profession
• Additional consideration provided to individuals with strong knowledge of investment products, portfolio management, financial planning, regulatory requirements within the wealth management industry.
• Deep financial services industry experience
• Proven track record of inspiring and leading teams through complex projects
• Strong commitment to professional and client service excellence
• Exceptional intellectual horsepower, including strong critical thinking skills, analytical abilities, and the capacity for lateral/creative thinking to solve ambiguous problems
• Proven ability to deliver the full cycle of project management accountabilities
• Experience with problem diagnosis, solution development, written and verbal client communications, decision making facilitation, documentation, stakeholder management, project profitability, and team leadership
• An entrepreneurial spirit with experience in business development and selling

Total Rewards

The salary range for this position is $97,000 - $234,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.

Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization.

Our promise to our people: Deloitte is where potential comes to life.

Be yourself, and more.

We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.

You shape how we make impact.

Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute.

Be the leader you want to be

Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.

Have as many careers as you want.

We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.

The next step is yours

At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada.

We encourage you to connect with us at [e-mail] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations).

By applying to this job you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.