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Deloitte · 3 hours ago

Financial Project Manager

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

$93K/yr - $137K/yr

5+ years exp

Deloitte is a leading professional services firm, and they are seeking an experienced Financial Project Manager. The role involves partnering with clients to assess solutions, overseeing the implementation of investment management strategies, and leading client engagement workstreams focused on process improvement.

AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management

Growth Opportunities

H1B Sponsored

Responsibilities

Partner with senior clients to assess their current solutions, identifying opportunities and recommending a target state

Evaluate emerging vendor solutions in investment management and cultivate relationships with those most relevant to our clients needs

Design, plan and oversee the implementation of strategic investment management solutions including operating model, process reengineering, technical design and development

Be a leader in defining the investment management platform of the future combining man and machine

Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management

Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes

Qualification

Financial Technology PackagesClient Relationship ManagementProject ManagementFinancial Services KnowledgeEMS/OMS PlatformsAnalytical SkillsTechnical DemonstrationsWritten Communication

Required

5+ years of experience in Project Management

5+ years of experience with various financial technology packages

5+ years of experience in overseeing the quality of deliverables and effective client relationship management

Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience

Limited immigration sponsorship may be available

Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

Financial Services Industry knowledge (understanding of Front, Middle and Backoffice processes)

Experience with the following: Charles River, Aladdin, Bloomberg, Simcorp, or other EMS/OMS platforms

Analytical/ Decision Making Responsibilities

Analytical ability to manage multiple projects and prioritize tasks into manageable work products

Can operate independently or with minimum supervision

Excellent Written and Communication Skills

Ability to deliver technical demonstrations

Benefits

Discretionary annual incentive program

Company

Deloitte

Glassdoor4.0

Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.

Founded in 1845

London, England, GBR

10001+ employees

https://www2.deloitte.com

H1B Sponsorship

Deloitte has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (6871)

2024 (4911)

2023 (5604)

2022 (8090)

2021 (5993)

2020 (10388)