Retirement & Wealth Strategy & Insights Analyst

Deloitte France; San Antonio (TX); On-site; USD 65,000 - 128,000; Full time

Job summary

Deloitte is seeking a Retirement and Wealth Provider Solutions Analyst to join the Insights, Innovation & Operate team. You will support client project teams with analysis, PM duties, and deliverable creation across operations, distribution, product, and technology.

You will contribute to business development through market research and content creation for white papers and presentations, and craft client deliverables with findings, recommendations, and next steps under leadership review.

Qualifications

• Bachelor's degree required.
• 1+ years of professional experience in the financial services industry.
• Ability to travel 0-50%, on average, based on client work.
• Must be legally authorized to work in the United States without sponsorship, now or any time in the future.

Responsibilities

• Support broader client project teams with analysis, project management, deliverable creation and meeting facilitation across operations, distribution, product and technology.
• Support practice development via market research, initial white papers, and presentation material creation.
• Create client deliverables communicating findings, recommendations, and next steps with practice and project leaders.

Skills

Analytical thinking

Team collaboration

Written communication

Oral communication

Detail oriented

Project leadership

multitasking

Relationship building

Deadline driven

Education

Bachelor's degree

Job description

Deloitte is seeking a Retirement and Wealth Provider Solutions Analyst to join the Insights, Innovation & Operate team. You will support client project teams with analysis, PM duties, and deliverable creation across operations, distribution, product, and technology.

You will contribute to business development through market research and content creation for white papers and presentations, and craft client deliverables with findings, recommendations, and next steps under leadership review.