Retirement & Wealth Solutions Strategist

Deloitte France; San Jose (CA); 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 market trends, benchmark retirement products, and craft differentiated strategies for clients while coordinating with cross-functional teams.

The role emphasizes independent work, strong communication, and mentorship, with travel up to 50% and a competitive compensation range.

Qualifications

• Bachelor's degree is required.
• 2+ years of professional experience in financial services.
• Ability to travel 0-50% depending on client work.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Analyze 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 skills

Attention to detail

Relationship building

Project leadership

Multitasking

Interpersonal skills

Deadline management

Guidance provision

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 market trends, benchmark retirement products, and craft differentiated strategies for clients while coordinating with cross-functional teams.

The role emphasizes independent work, strong communication, and mentorship, with travel up to 50% and a competitive compensation range.