Retirement & Wealth Solutions Strategist

Deloitte France

Indianapolis (IN)

On-site

USD 91,000 - 180,000

Full time

2 days ago
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Job summary

Deloitte is seeking a Retirement & Wealth Provider Solutions Consultant in the Insights, Innovation & Operate team in the United States. You will analyze retirement-provider products, develop differentiation strategies, and support diverse client work across strategy, sales, and operations.

The role requires a Bachelor's degree and 2+ years in financial services, with travel up to 50%. Eligible to work in the U.S.

Qualifications

  • Bachelor's degree required.
  • 2+ years of professional experience in the financial services industry.
  • Ability to travel 0-50% on average based on work and clients served.
  • Must be legally authorized to work in the United States without employer sponsorship now or in the future.

Responsibilities

  • Analyze and benchmark retirement-provider products and services to identify 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 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

Independence
Communication
Detail-oriented
Relationship building
Project leadership
Task prioritization
Interpersonal skills
Deadline commitment
Mentoring others

Education

Bachelor's degree

Job description

Deloitte is seeking a Retirement & Wealth Provider Solutions Consultant in the Insights, Innovation & Operate team in the United States. You will analyze retirement-provider products, develop differentiation strategies, and support diverse client work across strategy, sales, and operations.

The role requires a Bachelor's degree and 2+ years in financial services, with travel up to 50%. Eligible to work in the U.S.

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