What Jobs are available for Retirement Planning in Charlotte?

Our client, a premier global management consulting firm, is seeking a highly accomplished and strategic Management Consultant to join their expanding practice. This role will focus on advising leading financial services institutions on critical business challenges, driving transformative change, and delivering sustainable value. You will collaborate with senior client stakeholders, lead project teams, and leverage your deep industry expertise to develop innovative solutions. This is an exceptional opportunity to shape the future of finance and build a rewarding career in consulting.

Key Responsibilities:

• Lead client engagements, managing project timelines, deliverables, and team resources to ensure successful outcomes.
• Conduct in-depth analysis of client operations, identifying areas for improvement and strategic opportunities within the financial services sector (e.g., retail banking, investment management, insurance).
• Develop and present data-driven recommendations and strategic roadmaps to C-suite executives.
• Facilitate workshops and facilitate stakeholder alignment to drive consensus and adoption of proposed solutions.
• Mentor and coach junior consultants, fostering their professional development and growth.
• Contribute to business development activities, including proposal writing and client relationship management.
• Stay abreast of industry trends, regulatory changes, and emerging technologies impacting financial services.
• Develop and maintain strong client relationships, acting as a trusted advisor.
• Collaborate with internal practice leaders to refine service offerings and intellectual property.
• Ensure the highest quality of client deliverables and adherence to firm standards.

Qualifications:

• Master's degree in Business Administration (MBA) or a related field from a top-tier institution.
• 5-7 years of experience in management consulting or a strategic advisory role within the financial services industry.
• Demonstrated expertise in areas such as digital transformation, operational efficiency, risk management, regulatory compliance, or customer strategy.
• Proven track record of successfully managing complex projects and leading cross-functional teams.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Outstanding written and verbal communication, presentation, and interpersonal skills.
• Ability to build rapport and influence stakeholders at all levels.
• Strong business acumen and a deep understanding of the financial services landscape.
• Willingness to travel to client sites as required.

This role is based in Charlotte, North Carolina, US , with a hybrid work arrangement, offering a balance between collaborative office work and remote flexibility.

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
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 $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
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.

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the PwC Private Personal Financial Services team you are expected to lead the creation and implementation of impactful financial advisory services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the creation and implementation of financial advisory services
- Set strategic direction and drive business development
- Oversee multiple projects and maintain executive-level client relations
- Mentor and develop future leaders
- Maintain the firm's reputation for quality, integrity, and inclusion
- Assist clients in improving operational efficiency and personal wealth strategy
- Develop, design, and implement plans to achieve personal wealth goals
- Provide advisory services for audit, tax compliance, and planning
What You Must Have
- Bachelor's Degree in Accounting
- 8 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Consulting with affluent individuals
- Financial planning and wealth transfer planning
- Business succession planning or trust and estate work
- Possessing technical skills with Form 1040 and Form K1
- Identifying and addressing client needs
- Developing and sustaining profound client relationships
- Leading as a business advisor and developing new relationships
- Leading teams to generate a vision and establish direction
- Innovating through new and existing technologies
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $150,000 - $438,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the PwC Private Personal Financial Service team you shall help individuals with significant wealth and private wealth management structures with a range of advisory needs such as audit, tax compliance, and planning to improve their operational efficiency. As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. You shall also help clients develop, design, and implement plans to achieve their personal wealth goals and maintenance for future generations.
Responsibilities
- Supervise and mentor team members
- Manage client service accounts and engagements
- Solve complex problems for exceptional outcomes
- Assist clients in achieving personal wealth objectives
- Develop and implement wealth management plans
- Improve clients' operational efficiency
- Assure timely and quality deliverables
- Build and maintain client relationships
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth knowledge in individual income tax planning
- Proficiency in financial and wealth transfer planning
- Skills in business succession and trust and estate work
- Technical skills in income tax filings
- Building and maintaining client relationships
- Managing project workflow, budgets, and billing
- Preparing complex written and verbal communications
- Supervising teams and fostering trust
- Coaching staff with meaningful feedback
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

We Are
Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: Purpose
+ Support the development and delivery of customer-led growth strategies by identifying opportunities, validating ideas, and contributing to market launch planning. Consultants work closely with Managers and client teams to turn insights into market-ready propositions.
Key Responsibilities
+ Conduct research and analysis on customer needs, market trends, and competitive activity.
+ Execute rapid testing protocols with real and synthetic customers to validate concepts.
+ Synthesize findings into actionable recommendations for prioritization and launch.
+ Collaborate with design, product, and marketing functions to shape propositions.
+ Assist in building business cases for high-priority growth opportunities.
What Success Looks Like
+ Producing insight and recommendations that directly shape client growth decisions.
+ Effectively applying proprietary methods to accelerate and de-risk validation.
+ Building skills in structured problem-solving and client engagement.
Basic Qualifications:
+ 3+ years in strategy consulting, corporate innovation, or customer insight roles focusing on customer growth for the financial services industry.
Preferred Qualifications:
+ Demonstrated consulting experience with client-facing delivery.
+ MBA or relevant innovation program experience a plus.
+ Strong research and analysis skills.
+ Exposure to concept testing, prototyping, or agile product/service development.
+ Excellent communication and collaboration skills.
+ Understanding of AI/ GenAI
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $63,800 to $96,000
Cleveland 59,100 to 156,800
Colorado 63,800 to 169,300
District of Columbia 68,000 to 180,300
Illinois 59,100 to 169,300
Maryland 63,800 to 169,300
Massachusetts 63,800 to 180,300
Minnesota 63,800 to 169,300
New York/New Jersey 59,100 to 196,000
Washington 68,000 to 180,300
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement ( is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

**Job Family** **:**
Management Consulting
**Travel Required** **:**
Up to 50%
**Clearance Required** **:**
None
**What You Will Do** **:**
As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will have responsibility to drive projects, including client management and solution implementation. You will own multiple project workstreams and interact with the client, including leadership, daily to ensure engagement success. This includes supporting operational meetings with client sponsors and consulting team / leaders. Managing Consultants are expected to drive and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor more junior consultants and ensure quality deliverables.
We encourage career development and hiring for the long term. As a Managing Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Associate Director level.
**What You Will Need** **:**
+ 5+ years of experience in the banking industry or commercial financial services consulting
+ 5+ years' experience in one or more of the following areas:
+ Operational risk and/or big bank compliance
+ Banking regulations and compliance
+ Experience with risk and controls current state assessments (including process mapping)
+ Bachelor's degree
+ Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly
+ Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers
+ Ability to travel up to 100% for client engagements as required
+ Proficient in all Microsoft Office products
+ Creative problem-solving ability and a collaborative, consultancy mindset
+ Focus on exceptional quality in all deliverables
+ Proven ability to successfully lead client service delivery teams that deliver the highest quality work
+ Demonstrated positive and productive client relationship skills
+ Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail
+ Experience working on discrete, time sensitive projects
+ Highly motivated, driven, and dynamic attitude towards work and career
+ High-energy, positive, persuasive, and aptitude to lead by example.
**What Would Be Nice To Have** **:**
+ Prior management consulting experience
+ CPA, Lean Six Sigma, PMP, or other relevant certifications
+ MBA or MA/MS degree in a related field
The annual salary range for this position is $113,000.00-$188,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
**What We Offer** **:**
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
+ Medical, Rx, Dental & Vision Insurance
+ Personal and Family Sick Time & Company Paid Holidays
+ Position may be eligible for a discretionary variable incentive bonus
+ Parental Leave and Adoption Assistance
+ 401(k) Retirement Plan
+ Basic Life & Supplemental Life
+ Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
+ Short-Term & Long-Term Disability
+ Student Loan PayDown
+ Tuition Reimbursement, Personal Development & Learning Opportunities
+ Skills Development & Certifications
+ Employee Referral Program
+ Corporate Sponsored Events & Community Outreach
+ Emergency Back-Up Childcare Program
+ Mobility Stipend
**About Guidehouse**
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
_Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._

**Job Family** **:**
Management Consulting
**Travel Required** **:**
Up to 75% **Clearance Required** **:**
None
**What You Will Do** **:**
As an Associate Director at Guidehouse's Commercial Financial Services practice, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. You will also prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables.
We encourage career development and hiring for the long term. As an Associate Director, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Director level. 
**What You Will Need** **:**
+ 7+ years of experience in the banking industry or commercial financial services consulting
+ 7+ years' experience in one or more of the following areas:
+ Operational risk and/or big bank compliance
+ Banking regulations and compliance
+ Experience with risk and controls current state assessments (including process mapping)
+ Bachelor's degree
+ Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly 
+ Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers
+ Ability to travel up to 100% for client engagements as required
+ Proficient in all Microsoft Office products
+ Creative problem-solving ability and a collaborative, consultancy mindset
+ Focus on exceptional quality in all deliverables
+ Managed compliance and risk assessment processes for Globally Systemically Important Banks (G-SIBs), ensuring adherence to international regulatory standards and enhancing the institution's financial stability.
+ Proven ability to successfully lead client service delivery teams that deliver the highest quality work
+ Demonstrated positive and productive client relationship skills
+ Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail
+ Experience working on discrete, time sensitive projects
+ Highly motivated, driven, and dynamic attitude towards work and career
+ High-energy, positive, persuasive, and aptitude to lead by example
+ Formal or informal people and/or team leadership experience
+ Selected candidate must work onsite in our Guidehouse and/or client office in New York City a minimum of three days per week
**What Would Be Nice To Have** **:**
+ Prior management consulting experience
+ CPA, Lean Six Sigma, PMP, or other relevant certifications
+ MBA or MA/MS degree in a related field
+ Exposure to business development activities such as RFP response, sales presentations and/or proposal support
The annual salary range for this position is $162,000.00-$270,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
**What We Offer** **:**
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
+ Medical, Rx, Dental & Vision Insurance
+ Personal and Family Sick Time & Company Paid Holidays
+ Position may be eligible for a discretionary variable incentive bonus
+ Parental Leave and Adoption Assistance
+ 401(k) Retirement Plan
+ Basic Life & Supplemental Life
+ Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
+ Short-Term & Long-Term Disability
+ Student Loan PayDown
+ Tuition Reimbursement, Personal Development & Learning Opportunities
+ Skills Development & Certifications
+ Employee Referral Program
+ Corporate Sponsored Events & Community Outreach
+ Emergency Back-Up Childcare Program
+ Mobility Stipend
**About Guidehouse**
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
_Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._

Financial Services Technology Strategy Senior Manager
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 transformation project or transaction.
The Technology Strategy practice helps clients unlock business agility and sustainable value through technology. We reimagine the technology + business relationship by architecting future business and technology strategies, operating models, platforms, ecosystems, and capabilities into integrated business solutions. We orchestrate the breadth of Deloitte to co-create business value across the C-suite and to the board.
Our cross-functional Financial Services industry group provides a broad spectrum of services to address the operational, technological, regulatory, and risk management challenges faced by financial services clients across sectors, including banking, capital markets, investment management, insurance, and real estate. The unique strength of Deloitte lies in our ability to address industry issues by aligning the breadth of our capabilities to offer comprehensive solutions to our clients. We are a recognized leader in helping our clients solve complex business problems and in providing professional services to the financial services industry.
The Financial Services Strategy practice is looking for a senior manager to be a part of this incredible team. The work we do is real, with a real impact on the world. Join us!
Recruiting for this role ends on 11/10/2025.
Work you'll do
You will develop technology strategies to increase a company's profitability, catalyze growth, and ultimately deliver value across the stakeholder set. You will determine the platforms to adopt, the architectures to build, the ways of working to change, and the capabilities improvements required to operate at efficient scale. As a trusted advisor, you will be expected to craft quality deliverables and effectively manage the team and day-to-day relationships - whether on a small engagement or as part of a larger transformation. When not serving clients, Senior Managers participate in the development and presentation of proposals for business development activities.
A Senior Manager at Deloitte will manage and deliver components of client engagements that identify, design, and implement technology solutions to solve our client's most complex business challenges.
A Senior Manager at Deloitte is expected to contribute to the firm's growth and development in a variety of ways, including:
+ Engagement Management: Lead engagement planning and budgeting; mobilize and manage engagement teams; define deliverable structure and content; facilitate buy-in of proposed solutions from top management levels at the client; direct on-time, quality delivery of work products; manage engagement economics; manage engagement risk.
+ Client Management: Manage day-to-day interactions with executive clients and sponsors.
+ Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate in and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies.
+ Practice Development & Eminence: Develop practical solutions and methodologies; develop "thoughtware" and "point-of-view" documents; participate in public speaking events; get published in industry periodicals.
+ People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices.
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 well as to maximize the ROI on technology investments and leverage technology and digital trends to architect future business strategies.
Qualifications
Required:
+ 8+ years of relevant consulting or industry experience.
+ At least 6 years of experience managing large technology engagements (min. of 2 full life cycle implementations).
+ 2+ years' experience overseeing AI/data projects end-to-end, including planning, budgeting, execution, and reporting.
+ At least 6 years of experience in the financial services sector.
+ Experience, either functioning as a Senior Manager in a Consulting environment or managing teams in an Operating environment. In either scenario, experience focused on the intersection of Technology and Strategy to include Corporate & Business Unit Tech Strategy, Business Transformation and AI strategy implementation.
+ Experience working with senior executives crafting and implementing strategies for technology improvement to articulate leading business issues and trends, including the associated technology implications within one or more industries.
+ Strong program management skills with experience managing and delivering complex and critical programs.
+ Exhibit a passion for technology and have a thirst to continually learn and keep pace with the accelerating change across multiple technologies and solutions.
+ A bachelor's degree with focus on Computer Science, Information Systems, Engineering Technology, Systems Engineering or equivalent.
+ Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
+ Live within commuting distance to one of Deloitte's consulting offices.
+ Limited immigration sponsorship may be available.
Preferred:
+ Ability to work independently and manage multiple task assignments.
+ Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint).
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ Eagerness to mentor junior staff.
+ An advanced degree in the area of specialization (MBA Preferred).
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 $175,300 to $322,900.
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.
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.