Retirement & Wealth Strategy Consultant

Deloitte France; San Francisco (CA); On-site; USD 91,000 - 180,000; Full time

Job summary

Deloitte in San Francisco seeks a Retirement & Wealth Provider Solutions Consultant to join the Insights, Innovation & Operate team. You will analyze retirement-provider products, develop differentiation strategies, and support clients across strategy, sales, and operations.

The role requires 2+ years in financial services, strong communication, and ability to travel 0–50%. You will mentor peers and collaborate across the Retirement Services network in a fast-paced environment.

Qualifications

• Bachelor's degree required with 2+ years in financial services.
• Strong written and verbal communication, client-focused mindset.
• Ability to travel 0-50% and work independently or in teams.

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

Team collaboration

Communication skills

Attention to detail

Relationship building

Project leadership

Multi-tasking

Interpersonal skills

Deadline management

Guidance to others

Education

Bachelor's degree

Job description

Deloitte in San Francisco seeks a Retirement & Wealth Provider Solutions Consultant to join the Insights, Innovation & Operate team. You will analyze retirement-provider products, develop differentiation strategies, and support clients across strategy, sales, and operations.

The role requires 2+ years in financial services, strong communication, and ability to travel 0–50%. You will mentor peers and collaborate across the Retirement Services network in a fast-paced environment.