Retirement & Wealth Insights Consultant

Deloitte France

Dallas (TX)

On-site

USD 91,000 - 180,000

Full time

3 days ago
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Job summary

Deloitte is hiring a Retirement & Wealth Provider Solutions Consultant for the Insights, Innovation & Operate team in the United States. You will analyze retirement-provider products, benchmark market competitiveness, and develop differentiating strategies to improve offerings and technology capabilities.

The role requires collaboration across strategy, sales, client service, and operations, with travel up to 50%. A Bachelor's degree and 2+ years in financial services are required.

Qualifications

  • Bachelor's degree.
  • 2+ years of professional experience in the financial services industry.
  • Ability to travel 0-50%, based on client assignments.
  • Must be legally authorized to work in the United States without sponsorship.

Responsibilities

  • Analyze and benchmark retirement-provider products and services to identify market competitiveness.
  • Develop differentiation strategies and recommendations to improve products, services, processes, and technology capabilities.
  • Conduct market research, prepare white papers, and deliver client training on marketplace trends.
  • Support client work across business strategy, sales and marketing, client service, product development, technology modernization, and business operations.
  • Create and review detailed client deliverables that communicate findings, recommendations, and next steps.
  • Collaborate with Deloitte's Retirement Services network and mentor colleagues to share market insights and support team development.

Skills

Independent working
Written communication
Attention to detail
Relationship building
Project leadership
Time management
Interpersonal skills
Deadline driven
Guidance to others

Education

Bachelor's degree

Job description

Deloitte is hiring a Retirement & Wealth Provider Solutions Consultant for the Insights, Innovation & Operate team in the United States. You will analyze retirement-provider products, benchmark market competitiveness, and develop differentiating strategies to improve offerings and technology capabilities.

The role requires collaboration across strategy, sales, client service, and operations, with travel up to 50%. A Bachelor's degree and 2+ years in financial services are required.

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