Retirement and Wealth Provider Solutions Analyst

Deloitte France; Portland (OR); On-site; USD 65,000 - 128,000; Full time

Job summary

Deloitte is seeking a Retirement and Wealth Provider Solutions Analyst to join the Insights, Innovation & Operate team in the United States. The role emphasizes analyzing client needs, project support, and delivering compelling materials to senior leaders.

The successful candidate will contribute to market research, content development for white papers, and client-ready deliverables while collaborating across practice areas and project teams. Travel up to 50% is expected.

Qualifications

• Bachelor's degree required.
• 1+ years of professional experience in financial services.
• Ability to travel 0-50% based on assignment.
• U.S. work authorization without sponsorship now or in future.

Responsibilities

• Support client project teams with analysis, project management, deliverable creation and meeting facilitation.
• Support internal business development with market research and development of white papers and presentation materials.
• Create client deliverables to communicate findings, recommendations, and next steps with leaders.

Skills

Independent work

Team collaboration

Written & verbal communication

Attention to detail

Relationship building

Project leadership

Multitasking

Interpersonal skills

Deadline-driven

Guidance provision

Education

Bachelor's degree

Job description

Retirement and Wealth Provider Solutions Analyst

Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape industries, our team uniquely addresses the complexities of work, workforce, and workplace dynamics. We leverage sector-specific insights and cross-domain perspectives to help organizations tackle their most challenging workforce issues and align talent strategies with their strategic visions. Our practice is renowned for making work better for humans and humans better at work. Be part of this exciting era of change and join us on this transformative journey.

Our Retirement & Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based on our understanding of heart of business issues. Our team helps retirement & wealth organizations with their most complex business and technical decisions, and we are known for being a strategic transformation partner to achieve their business objectives.

Recruiting for this role ends on 10/15/2026.

Work you'll do

As a Retirement and Wealth Provider Solutions Analyst on the Insights, Innovation & Operate team, you will be responsible for:

• Support broader client project teams with analysis, project management, deliverable creation and meeting facilitation in various areas such as operations, distribution, product, and technology

• Support broader practice with internal business development through conducting market research, preparing initial content for white papers, and developing presentation material

• Create client deliverables that communicate findings, recommendations, and next steps to be reviewed and iterated on with practice and project leaders

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 provide clear guidance to others

The team

Insights, Innovation, and Operate

Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise. We innovate and deliver creative, industry-specific solutions that streamline operations and accelerate speed-to-value.

Qualifications

Required:

• Bachelor's degree

• 1+ years of professional experience in the financial services industry

• Ability to travel 0-50%, on average, based on the work you do and the clients and industries/sectors you serve.

• Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.

Preferred:

• External strategy and management consulting experience

• Completion of coursework, certifications, professional organization participation, or conference attendance in benefits administration or outsourcing

For individuals assigned and/or hired to work in Colorado, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Colorado and 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. 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 $64,700 to $127,600.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.