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Deloitte Tracking and Trading Senior Manager in Helena, Montana

Are you interested in a dynamic work environment and being on the cutting edge of changing financial instruments/markets and regulatory compliance? Do you thrive on developing and motivating others and leading a team? Then our ICN Personal Independence Monitoring - Systems and Processes team may be the right fit for you!

Work you'll perform:

As a Senior Manager on the team, you'll be part of a team that regularly interfaces with Deloitte professionals at all career levels from our Audit, Tax, Advisory and Consulting practices. You will be managing a team of colleagues in the US and India, responsible for monitoring the personal investments and financial relationships of Deloitte professionals to ensure firm and regulatory compliance. Your role will include:

  • Working closely with ICN Leadership to ensure adequate systems and processes are in place to effectively monitor Deloitte professionals' personal financial relationships.

  • Management and oversight of multiple monitoring processes with special focus on identifying and implementing cross team process improvements.

  • Understanding the broader independence objectives and collaborating with other team leaders where process dependencies exist, or specialized expertise is needed.

  • Assisting ICN Leadership in interpreting trends derived from large data sets using Excel functions and data visualization skills.

  • Leading a team in evaluating material concentrations within investment vehicles including ETFs, mutual funds, annuity contracts, and other publicly traded investments in US markets.

  • Leading special projects and ad hoc requests as directed by ICN Management to meet the team's overall objectives.

  • Overseeing all aspects of design and implementation of system enhancements and user acceptance testing for new releases.

  • Creating and revising training courses and materials to address reporting requirements with targeted audiences.

  • Coaching, leading, and mentoring team members within our team.

    The team

Risk & Brand Protection (R&BP)

At Deloitte, we are stewards of reputation-ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.

Independence & Conflicts Network

The Independence & Conflicts Network (ICN) performs a critical consultative, quality-assurance and risk-management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. Independence requirements are defined by specific sets of policies, external rules and regulations, so maintaining both the independence of the Deloitte US Firms and personal independence is essential to the business and reputation of Deloitte.



  • Bachelors' degree (preferably business, finance, or accounting)

  • 7+ years of related experience

  • Solid understanding of a broad range of financial investments and relationships

  • Strong interpersonal, communication and research skills

  • Outstanding attention to detail along with strong technical, organizational, and analytical skills

  • Strong Microsoft Excel, PowerPoint, and Word skills

  • Positive attitude, initiative, good judgment, and dedication to quality

  • Ability to react positively in an environment with multiple initiatives, where priorities and deadlines change quickly

  • Strong time management and prioritization skills, including responsiveness to ad hoc requests


  • An understanding of Independence requirements for professional auditing firms

  • Experience working in a large corporation or accounting firm

  • Familiarity with various research tools (Refinitiv Eikon or Bloomberg)

  • Knowledge of and interest in digital assets (cryptocurrency, NFTs, tokenized assets, etc.)

  • Demonstrated team leadership competencies/experience

    Limited immigration sponsorship may be available

    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 $104,575 to $171,790.

    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.


    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.