Investment Management - Business Strategy Manager

About the role

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.

Business Strategy is an area of Deloitte's Strategy Offering, embedded in the Strategy & Transactions team. They are seeking a Business Strategy Manager focused on the Investment Management (IM) industry to advise leading asset and wealth management organizations on their most important business priorities.

Recruiting for this role ends on 8/31/2026.

Responsibilities

As a Strategy Manager, you will work at the intersection of corporate, customer, M&A, workforce, and operational strategy. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

In this role, responsibilities include:

• Work directly with senior client leaders to solve complex business challenges, define & drive growth strategy, and help organizations transform their operating models and drive change through technology and data.
• Work on high-impact engagements across the IM landscape, combining strategic thinking, industry expertise, and hands-on execution
• Provide insight and knowledge of investment management business models, industry dynamics, and strategic issues facing asset and wealth managers
• Play a meaningful leadership role by managing teams, influencing client decisions, and helping deliver measurable business outcomes
• Bring deep investment management industry knowledge, strong strategic and analytical capabilities, and the ability to translate complex business issues into clear, actionable recommendations for senior stakeholders
• Lead complex strategy engagements or major workstreams from problem definition and scope alignment through analysis, recommendation development, and delivery.
• Build trusted relationships with senior client stakeholders and provide clear, actionable guidance on critical business issues
• Evaluate market, financial, and operational data; synthesize findings into fact-based insights and strategic recommendations
• Contribute to business development activities, including proposal support, solution shaping, and client presentations
• Bring perspective on investment management subsectors such as asset management, wealth management, hedge funds, private markets, and asset owners
• Oversee and provide guidance to the broader consulting team, including training and professional development opportunities

Requirements

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 mentor and provide clear guidance to others

Qualifications

Required:

• Bachelor's degree from accredited university with strong undergraduate academic record
• 6+ years of management consulting experience focused on Corporate & Business Unit Strategy, Strategic Planning, Growth Strategy, Commercial Strategy, and Business Transformation
• 6+ years of experience in consulting, corporate strategy, or a strategy-focused role within financial services or investment management
• 6+ years of experience working with senior executives crafting and implementing strategies for growth and transformation at the corporate, business, or product level
• 6+ years of experience creating client-ready materials, including roadmaps, presentations (PowerPoint), business case, business process, and transformation plans, etc.
• 4+ years of experience using analytical methods and tools to create project analysis and recommendation support
• 4+ years of experience defining trends across industries and articulating their impact on clients' business and strategic choices
• 4+ years of experience leading a team and influencing others, including coaching and mentoring other staff
• Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serve

Preferred:

• Advanced degree in business (i.e., MBA)
• 4+ years of experience in the consulting services sales pursuit & proposal process
• 4+ years of experience with Scenario Planning/Modeling
• Knowledge of or experience in broader G&A functions (i.e., HR, IT, Finance, Procurement, Commercial Operations)
• Basic understanding of the core digital technologies that underpin world class customer experiences (e.g., CRM, E-Commerce, Content Management)
• Experience advising clients on growth strategy, commercial strategy, enterprise transformation, or operating model redesign

Pay

A reasonable estimate of the current range is $155,600 to $306,800. 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.