Retirement and Wealth Provider Solutions Analyst

Deloitte France; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Deloitte is seeking a Retirement and Wealth Provider Solutions Analyst in the Insights, Innovation & Operate team. You will support client projects with analysis, management, and deliverable creation across operations, distribution, product and tech, while helping develop market content for white papers and presentations.

The role requires 1+ years in financial services, strong communication, relationship building, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• 1+ years of professional experience in financial services.
• Ability to travel 0–50%, based on client needs and role.
• Must be legally authorized to work in the United States without employer sponsorship.
• External strategy and management consulting experience preferred.
• Coursework, certifications, or conference participation in benefits administration or outsourcing.

Responsibilities

• Support client project teams with analysis, project management, deliverable creation and meeting facilitation.
• Conduct market research and develop initial content for white papers and presentations.
• Create client deliverables communicating findings, recommendations and next steps.

Skills

Independent work

Team collaboration

Written communication

Verbal communication

Attention to detail

Relationship building

Project leadership

Task prioritization

Interpersonal skills

Deadline management

Guidance to others

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.