SanJoseCARecruiter Since 2001
the smart solution for San Jose jobs

Manager - C&M/CS&AD - Customer Strategy - Banking & Capital Markets

Company: Deloitte
Location: San Jose
Posted on: June 25, 2022

Job Description:

Manager - C&M/CS&AD - Customer Strategy - Banking & Capital Markets

An evolving customer and regulatory landscape, mounting pipeline of next-gen assets and portfolio pressures, and intensifying competition are presenting new organizational and operational hurdles for Banking companies. These complex market dynamics are requiring new levels of rigor and insight in business strategy development and problem-solving, both domestically and globally.

We are looking for practitioners who will work alongside Banking organizations to drive business value through end-to-end delivery of solutions based on strategy development for heart of business issues.

Work you'll do

Our practice is focused on helping Banking organizations make strategic choices to unlock new growth, elevate the customer experience, drive innovation, and enable competitive advantage. Deloitte's services and solutions provide actionable insights that enable our Banking clients to formulate near- and long-term strategies to address their most pressing issues and provide clear path for implementation.

Typical responsibilities of a Manager could include:

  • Design and establish engagement objectives and scope.
  • Lead team in development of quantitative and/or qualitative analysis (e.g., claims data analysis, market research data) to drive meaningful insights for our Banking clients' biggest challenges.
  • Develop work plans for strategic engagements, coordinate activities between work streams and identify changes in scope.
  • Shape the intellectual agenda of the strategic solution, including design and present deliverable content to reflect the engagement contract and client needs.
  • Strive to improve deliverable quality through verification and validation of results, leverage Deloitte's broad set of advisors to refine and improve insights.
  • Contribute to the growth and development of junior team members through active feedback and contribution to performance assessments.
  • Engage and drive meaningful exchange with c-suite clients through structured working sessions and strategic meetings.
  • Participate in the development and presentation of proposals for business development activities with new or existing clients.
  • Collaborate across Deloitte businesses to bring together strategy, tech, agency.
  • Help shape future customer strategy offerings and points of view on Banking industry.
    The team

    Customer Strategy & Applied Design

    Deloitte's Customer Strategy and Applied Design practice serves as the strategy and experience arm of our Customer and Marketing portfolio of offerings.

    Spanning the domains of customer experience, marketing strategy, commercial transformation and innovation/design, our team brings the insight and industry perspective to shape client agendas in the face of disruption. Our team is a diverse array of business strategists, operations experts, designers and technologists passionate about partnering with clients to create customer-centered experiences and solutions in the market.


    • Bachelor's degree.
    • 6+ years of professional experience.
    • 4+ years Banking industry.
    • 1+ years' operating as a manager in a consulting environment.
    • Ability to lead engagements focused on multiple workstreams to solve for large, complex client challenges.
    • Ability to lead small, diverse teams, including through influence across matrix.
    • Strong oral and written communication skills, presentation skills.
    • Ability to travel up to 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 at any time in the future.
      • Superior critical thinking, analytical and problem-solving skills, including quantitative, statistical or financial services research interest.
      • Demonstrates consistent career progression with increasing levels of responsibility; performed above expectations in professional roles.
      • Exceptional interpersonal, team building and communication skills.
      • PowerPoint and Excel proficiency.
      • Ability to own deliverables.
      • Outstanding integrity, initiative, creativity, and passion.
      • Ability to work in an ambiguous environment.
      • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
      • Live within commuting distance to one of Deloitte's consulting offices.

Keywords: Deloitte, San Jose , Manager - C&M/CS&AD - Customer Strategy - Banking & Capital Markets, Executive , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds