Senior Manager - Senior Manager Wealth & Investment Management

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

Job summary

An established industry player is seeking a seasoned consultant to drive business development in the financial services sector. This role involves building strong relationships with C-suite clients, leading projects, and leveraging deep industry expertise to deliver impactful solutions. The ideal candidate will have over a decade of consulting experience, particularly in investment and wealth management, and will be instrumental in shaping client engagements and mentoring junior team members. Join a forward-thinking firm that values diversity and offers a supportive environment for professional growth, where you can truly make a difference.

Benefits

Flexible Benefit Spending Account

Mental Health Support Benefits

38+ Days Off

Flexible Work Arrangements

Hybrid Work Structure

Qualifications

• 10+ years of consulting experience in financial services, especially in investment and wealth management.
• Strong knowledge of investment products and regulatory requirements in wealth management.

Responsibilities

• Cultivate relationships with senior executive clients in financial services sectors.
• Lead business development opportunities and manage project financials.

Skills

Consulting Experience

Business Development

Financial Services Expertise

Project Management

Analytical Skills

Critical Thinking

Team Leadership

Education

MBA or Comparable Graduate Degree

Tools

Aladdin

Charles River

Sim Corp

Bloomberg

AIM

FNZ

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 participate 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, on platforms such as Aladdin, Charles River, Sim Corp, Bloomberg, AIM, and FNZ.
• 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 in 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. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements, and a hybrid work structure.

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. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan, Reconciliation Action Plan, and the BlackNorth Initiative.

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) or [e-mail] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis).

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.

Deloitte Canada has 20 offices with representation across most of the country. We acknowledge that Deloitte offices stand on traditional, treaty, and unceded territories in what is now known as Canada. We recognize that Indigenous Peoples have been the caretakers of this land since time immemorial, nurturing its resources and preserving its natural beauty. We acknowledge this land is still home to many First Nations, Inuit, and Métis Peoples, who continue to maintain their deep connection to the land and its sacred teachings. We humbly acknowledge that we are all Treaty people, and we commit to fostering a relationship of respect, collaboration, and stewardship with Indigenous communities in our shared goal of reconciliation and environmental sustainability.