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Retirement & Wealth Provider Solutions Consultant
Retirement & Wealth Provider Solutions Consultant-June 2024
San Francisco
Jun 22, 2025
ABOUT DELOITTE
With more than 100,000 Deloitte professionals across the United States, our range of services and depth of resources create the potential to make an impact through most any career. Right now, our prof
10,000+ employees
Consulting, Financial Services
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About Retirement & Wealth Provider Solutions Consultant

The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset: their people. Centered on five core issues, this Portfolio signifies to the market that we see Human Capital as a topic critical to the C-Suite. As we go-to-market we will show our clients that we serve more than HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on our issues and help create value for our clients.

The Team - Organization Transformation

A part of Deloitte Consulting LLP, our Organization Transformation professionals work closely with clients around the world to develop effective and efficient people-centered solutions. Our team helps clients define their strategy and align it with their executive business vision using innovative strategic frameworks that enhance HR service delivery models, set the stage for continuously improving operational excellence, and reimagines the HR brand.

Recruiting for this role ends on 12/6/2024.

Work you'll do

As a Deloitte Consulting Retirement Wealth Provider Solutions Consultant, you will help Retirement Service Providers gain competitive advantages and differentiate themselves in the areas of business strategy, sales and marketing, client service, product development, technology modernization and business operations.

Analyze and benchmark client's existing products and services for market competitiveness, strengths, deficiencies and gaps.

Develop differentiation strategies and improvement recommendations.

Train clients on marketplace trends including conducting market research studies and developing white papers.

Develop strategies for providers to increase their competitiveness through differentiation of products, technology, processes, and/or services.

Develop products and services for providers.

Research marketplace to support project deliverables.

Create detailed client deliverables that support findings and recommendations.

Ability to reach out to the Retirement Services network to gather trends.

Act in a mentoring capacity to support the career development of retirement provider colleagues.

Required Qualifications:

Bachelor's degree

Minimum 2 years of relevant experience

Demonstrated knowledge of retirement products and services, and retirement market trends developed through professional experiences

Experience leading and/or mentoring project teams on relevant engagement

Ability to travel 0-50%, on average, based on the work you do and the clients and industries/sectors you serve.

Limited immigration sponsorship may be available

Preferred Qualifications:

External strategy management consulting experience

Desire and eagerness to mentor and assist in the professional development of junior staff members

Exposure to business development in related specialty areas (i.e. proposal development, sales, etc.)

Demonstrated interest in a profession in benefits administration outsourcing through professional organizations, coursework, certifications, conference attendance, etc.

Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint, MS Word)

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

Possible Locations: Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boise, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Costa Mesa, Dallas, Davenport, Dayton, Denver, Des Moines, Detroit, Fort Worth, Fresno, Grand Rapids, Harrisburg, Hartford, Houston, Indianapolis, Jacksonville, Jersey City, Kansas City, Las Vegas, Los Angeles, Louisville, McLean, Memphis, Miami, Midland, Minneapolis, Morristown, Nashville, New Orleans, New York, Philadelphia, Pittsburgh, Portland, Princeton, Raleigh, Richmond, Rochester, Rosslyn, Sacramento, Salt Lake City, San Diego, San Francisco, San Jose, Seattle, St. Louis, Stamford, Tampa, Tempe, Tulsa, Washington DC

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 $102,750 to $171,250.

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.

For more information about Human Capital, visit our landing page at: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-human-capital-consulting-jobs.html

#HC25 #OT25

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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