Business Transformation Senior - WAM, Wealth Management

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

 

The opportunity

As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges.

Your passion for the wealth management industry will be central as you build meaningful relationships with senior stakeholders, inspire cross-functional teams, and foster a culture of innovation and continuous improvement. You will champion client interests, ensuring that each project not only delivers measurable impact but also strengthens our reputation as trusted advisors.

 

Skills and attributes for success

• Strong communications, facilitation, and presentation skills

• Ability to manage and establish trusted relationships with senior client stakeholders

• Demonstrate the ability to effectively perform in cross-functional teams

• Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible 

• Drive high-quality work products within expected time frames and on budget

• Project delivery skills including the ability to scope/size a project, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream

• Passion for the Wealth Management industry, with a preference toward previous industry experience

 

To qualify for the role you must have

• A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred

• 4-6 years of relevant experience. Preferred experience includes

• Strong experience in Wealth Management (business, operations, or IT)

• 3+ years of consulting, industry and/or service provider experience

• Performance Improvement / Operations experience

• Project Manager / Work stream lead experience

• Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the wealth management area

• Participation in technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc.

• Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks

• Ability to synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers

• Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc. experience

• Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies

• A willingness to work in person (EY office and/or client site) 3 days a week

• A willingness to travel to meet client needs and a valid driver's license and passport required 

• Proficiency in MS Office, particularly PowerPoint and Excel

 

What We Look For

We're interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you'll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're passionate about consulting and ready to take on some of our clients' most complex issues, this role is for you.