Deloitte

Retirement & Wealth Provider Solutions Consultant

Deloitte • $91K — $179K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in relevant field
  • 2+ years of experience in financial services
  • Up to 50% travel capability depending on project needs
  • Must be authorized to work in the U.S. without sponsorship
  • Preferred experience in external strategy consulting
  • Preferred knowledge in benefits administration or outsourcing
  • Preferred coaching or mentoring experience

Responsibilities

  • Analyze and benchmark retirement-provider products and services
  • Develop strategies to enhance product competitiveness
  • Conduct market research and prepare white papers
  • Support client initiatives in various business functions
  • Create detailed deliverables for client communication
  • Collaborate and mentor within Deloitte's Retirement Services network

Benefits

  • Broad range of employee benefits
  • Opportunities for professional development
  • Access to resources for career growth
  • Participation in a discretionary annual incentive program
  • Supportive team culture focused on innovation
Full Job Description
Retirement & Wealth Provider Solutions Consultant

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

Work you'll do

As a Retirement and Wealth Provider Solutions Consultant on the Insights, Innovation & Operate team, you will be responsible for:
  • Analyze and benchmark retirement-provider products and services to identify market competitiveness, strengths, gaps, and opportunities.
  • Develop differentiation strategies and recommendations to improve products, services, processes, and technology capabilities.
  • Conduct market research, prepare white papers, and deliver client training on marketplace trends.
  • Support client work across business strategy, sales and marketing, client service, product development, technology modernization, and business operations.
  • Create and review detailed client deliverables that communicate findings, recommendations, and next steps.
  • Collaborate with Deloitte's Retirement Services network and mentor colleagues to share market insights and support team development.
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
  • 2+ 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
  • Experience providing coaching, training, or mentoring to junior team members
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 $91,100 to $179,500.

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.

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

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