Consultant

Deloitte

San Jose, CA2+ yrs1d agovia LinkedIn

About the Role

Join our AI & Engineering team in transforming technology platforms and driving innovation. You will work with talented professionals to reimagine and re-engineer operations and processes critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.

AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms.

Our Industry Solutions offering provides verticalized solutions that transform how clients sell products, deliver services, generate growth, and execute mission-critical operations. We deliver integrated business expertise with scalable, repeatable technology solutions specifically engineered for each sector.

Who We Serve

Deloitte works with clients to address critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

Key Responsibilities

  • Drive strategic business and technology transformations in the wealth management industry.
  • Build executive relationships, provide leadership, coaching, and communication.
  • Translate requirements into optimized designs.
  • Identify design alternatives and implications on functionality, effort, performance, and operations.
  • Lead smaller engagements or components of large, complex strategy and/or operations transformation engagements.
  • Identify client business issues.
  • Own responsibility for the quality of deliverables.
  • Manage stakeholder relationships.
  • Develop persuasive recommendations.
  • Collaborate with financial services industry senior executives.
  • Deliver presentations to management.
  • Implement and work with the Aladdin platform.
  • Travel up to 50%, based on the work you do and the clients and industries/sectors you serve.

Requirements & Tech Stack

  • Bachelor's Degree
  • 2+ years relevant consulting and/or investment management experience
  • 1+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
  • 1+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
  • 1+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
  • 2+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
  • 2+ years of experience implementing and working with the Aladdin platform
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.

Preferred Qualifications

  • 2+ years of experience working in the Aladdin sector.
  • Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface & data conversion, application build, environment management, testing, go live planning, etc.

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