Wealth Management Operations Jobs in Raleigh, NC

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. From strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before, during, and after any major transformational projects or transactions.

Business Strategy is an area of Deloitte's Strategy Offering, embedded in the Strategy & Transactions team. They are seeking a Business Strategy Manager focused on the Investment Management (IM) industry to advise leading asset and wealth management organizations on their most important business priorities. You will help shape the future of leading organizations-apply today to become part of this incredible team!

Recruiting for this role ends on 7/31/2026.

Work You'll Do

As a Strategy Manager, you will work at the intersection of corporate, customer, M&A, workforce, and operational strategy. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

We are looking to hire a Strategy Manager focused on the Investment Management industry to advise asset and wealth managers on their most critical strategic decisions. Engagements will focus on strategic growth drivers including product strategy, distribution, M&A, as well as helping firms achieve scale and efficiency through operating model transformations. You will work directly with senior executives (CEO, COO, Head of Distribution, CFO, CSO) to shape how firms compete in a rapidly changing environment. In this role, responsibilities include:

• Work directly with senior client leaders to solve complex business challenges, define & drive growth strategy, and help organizations transform their operating models and drive change through technology and data.
• Work on high-impact engagements across the IM landscape, combining strategic thinking, industry expertise, and hands-on execution
• Provide insight and knowledge of investment management business models, industry dynamics, and strategic issues facing asset and wealth managers
• Play a meaningful leadership role by managing teams, influencing client decisions, and helping deliver measurable business outcomes
• Bring deep investment management industry knowledge, strong strategic and analytical capabilities, and the ability to translate complex business issues into clear, actionable recommendations for senior stakeholders
• Lead complex strategy engagements or major workstreams from problem definition and scope alignment through analysis, recommendation development, and delivery.
• Build trusted relationships with senior client stakeholders and provide clear, actionable guidance on critical business issues
• Evaluate market, financial, and operational data; synthesize findings into fact-based insights and strategic recommendations
• Contribute to business development activities, including proposal support, solution shaping, and client presentations
• Bring perspective on investment management subsectors such as asset management, wealth management, hedge funds, private markets, and asset owners
• Oversee and provide guidance to the broader consulting team, including training and professional development opportunities

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The Team

Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.

Our professionals serve as trusted advisors to our clients, working with them to make clear, data-driven choices about where to play and how to win in order to drive growth and unlock enterprise value. These strategic choices help inform the development of the appropriate business models, operating models, and capabilities to support their strategic visions

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Our clients include asset, wealth, and investment advisers and administrators. Our industry focused strategy team combines deep asset and investment management strategy and implementation experience, a dedicated research group, and recognized talent to deliver value in a rapidly evolving environment.

Qualifications

Required:

• Bachelor's degree from accredited university with strong undergraduate academic record
• 6+ years of management consulting experience focused on Corporate & Business Unit Strategy, Strategic Planning, Growth Strategy, Commercial Strategy, and Business Transformation
• 6+ years of experience in consulting, corporate strategy, or a strategy-focused role within financial services or investment management
• 6+ years of experience working with senior executives crafting and implementing strategies for growth and transformation at the corporate, business, or product level
• 6+ years of experience creating client-ready materials, including roadmaps, presentations (PowerPoint), business case, business process, and transformation plans, etc.
• 4+ years of experience using analytical methods and tools to create project analysis and recommendation support
• 4+ years of experience defining trends across industries and articulating their impact on clients' business and strategic choices
• 4+ years of experience leading a team and influencing others, including coaching and mentoring other staff
• Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available

Preferred:

• Advanced degree in business (i.e., MBA)
• 4+ years of experience in the consulting services sales pursuit & proposal process
• 4+ years of experience with Scenario Planning/Modeling
• Knowledge of or experience in broader G&A functions (i.e., HR, IT, Finance, Procurement, Commercial Operations)
• Basic understanding of the core digital technologies that underpin world class customer experiences (e.g., CRM, E-Commerce, Content Management)
• Experience advising clients on growth strategy, commercial strategy, enterprise transformation, or operating model redesign

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $155,600 to $306,800.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. From strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before, during, and after any major transformational projects or transactions.

Business Strategy is an area of Deloitte's Strategy Offering, embedded in the Strategy & Transactions team. They are seeking a Business Strategy Manager focused on the Investment Management (IM) industry to advise leading asset and wealth management organizations on their most important business priorities. You will help shape the future of leading organizations-apply today to become part of this incredible team!

Recruiting for this role ends on 7/31/2026.

Work You'll Do

As a Strategy Manager, you will work at the intersection of corporate, customer, M&A, workforce, and operational strategy. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

We are looking to hire a Strategy Manager focused on the Investment Management industry to advise asset and wealth managers on their most critical strategic decisions. Engagements will focus on strategic growth drivers including product strategy, distribution, M&A, as well as helping firms achieve scale and efficiency through operating model transformations. You will work directly with senior executives (CEO, COO, Head of Distribution, CFO, CSO) to shape how firms compete in a rapidly changing environment. In this role, responsibilities include:

• Work directly with senior client leaders to solve complex business challenges, define & drive growth strategy, and help organizations transform their operating models and drive change through technology and data.
• Work on high-impact engagements across the IM landscape, combining strategic thinking, industry expertise, and hands-on execution
• Provide insight and knowledge of investment management business models, industry dynamics, and strategic issues facing asset and wealth managers
• Play a meaningful leadership role by managing teams, influencing client decisions, and helping deliver measurable business outcomes
• Bring deep investment management industry knowledge, strong strategic and analytical capabilities, and the ability to translate complex business issues into clear, actionable recommendations for senior stakeholders
• Lead complex strategy engagements or major workstreams from problem definition and scope alignment through analysis, recommendation development, and delivery.
• Build trusted relationships with senior client stakeholders and provide clear, actionable guidance on critical business issues
• Evaluate market, financial, and operational data; synthesize findings into fact-based insights and strategic recommendations
• Contribute to business development activities, including proposal support, solution shaping, and client presentations
• Bring perspective on investment management subsectors such as asset management, wealth management, hedge funds, private markets, and asset owners
• Oversee and provide guidance to the broader consulting team, including training and professional development opportunities

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The Team

Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.

Our professionals serve as trusted advisors to our clients, working with them to make clear, data-driven choices about where to play and how to win in order to drive growth and unlock enterprise value. These strategic choices help inform the development of the appropriate business models, operating models, and capabilities to support their strategic visions

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Our clients include asset, wealth, and investment advisers and administrators. Our industry focused strategy team combines deep asset and investment management strategy and implementation experience, a dedicated research group, and recognized talent to deliver value in a rapidly evolving environment.

Qualifications

Required:

• Bachelor's degree from accredited university with strong undergraduate academic record
• 6+ years of management consulting experience focused on Corporate & Business Unit Strategy, Strategic Planning, Growth Strategy, Commercial Strategy, and Business Transformation
• 6+ years of experience in consulting, corporate strategy, or a strategy-focused role within financial services or investment management
• 6+ years of experience working with senior ...