Retirement & Wealth Solutions Strategist

Deloitte France; Cleveland (OH); On-site; USD 91,000 - 180,000; Full time

Job summary

Deloitte France is seeking a Retirement & Wealth Provider Solutions Consultant to join our Insights, Innovation & Operate team in the United States. You will analyze retirement-provider offerings, benchmark competitiveness, and develop differentiation strategies for clients in financial services.

The role requires 2+ years of financial services experience, a Bachelor's degree, and the ability to travel up to 50%.

Qualifications

• Bachelor's degree required.
• 2+ 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.
• External strategy and management consulting experience.
• Completion of coursework, certifications, professional organization participation, or conference attendance in benefits administration or outsourcing.
• Experience providing coaching, training, or mentoring to junior team members.

Responsibilities

• Analyze and benchmark retirement-provider products and services to identify market competitiveness, strengths, gaps, and opportunities.
• 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 work

Communication

Attention to detail

Relationship building

Project leadership

Time management

Interpersonal skills

Deadline oriented

Provide guidance

Education

Bachelor's degree

Job description

Deloitte France is seeking a Retirement & Wealth Provider Solutions Consultant to join our Insights, Innovation & Operate team in the United States. You will analyze retirement-provider offerings, benchmark competitiveness, and develop differentiation strategies for clients in financial services.

The role requires 2+ years of financial services experience, a Bachelor's degree, and the ability to travel up to 50%.