Deloitte

Retirement and Wealth Provider Solutions Analyst

Deloitte • $64K — $127K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 1+ years of professional experience in financial services
  • Ability to travel 0-50% based on client needs
  • Authorization to work in the U.S. without employer sponsorship
  • Preferred external strategy and management consulting experience
  • Preferred completion of relevant coursework or certifications in benefits administration

Responsibilities

  • Support client project teams with analysis and project management
  • Conduct market research and prepare content for white papers
  • Develop presentation materials to support internal business initiatives
  • Create client deliverables that communicate findings and recommendations
  • Facilitate meetings with clients and project leaders

Benefits

  • Broad range of employee benefits
  • Focus on valuing people and building a great organization
  • Opportunities for professional growth and development
  • Engagement in innovative and industry-specific solutions
  • Support for a dynamic team environment
Full Job Description
Retirement and Wealth Provider Solutions Analyst

Recruiting for this role ends on 10/15/2026.

Work you'll do

As a Retirement and Wealth Provider Solutions Analyst on the Insights, Innovation & Operate team, you will be responsible for:
  • Support broader client project teams with analysis, project management, deliverable creation and meeting facilitation in various areas such as operations, distribution, product, and technology
  • Support broader practice with internal business development through conducting market research, preparing initial content for white papers, and developing presentation material
  • Create client deliverables that communicate findings, recommendations, and next steps to be reviewed and iterated on with practice and project leaders
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 provide clear guidance to others
The team

Insights, Innovation, and Operate

Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise. We innovate and deliver creative, industry-specific solutions that streamline operations and accelerate speed-to-value.

Qualifications

Required:
  • Bachelor's degree
  • 1+ years of professional experience in the financial services industry
  • Ability to travel 0-50%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
Preferred:
  • External strategy and management consulting experience
  • Completion of coursework, certifications, professional organization participation, or conference attendance in benefits administration or outsourcing
For individuals assigned and/or hired to work in Colorado, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Colorado and 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. 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 $64,700 to $127,600.

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

Similar Jobs

More Jobs at Deloitte

More Finance & Insurance Jobs

Find similar Retirement and Wealth Provider Solutions Analyst jobs: