Business Transformation Manager - WAM, Wealth Management

EY•Charlotte, NC

5d•$128,400 - $267,400•Hybrid

About The Position

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.

Requirements

A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred.
3+ years of consulting, industry and/or service provider experience.
5-9 years of relevant 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.
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 research 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.

Nice To Haves

2+ years of experience in a Wealth Management industry role (business, operations, or IT).
Performance Improvement / Operations experience.
Project Manager / Work stream lead experience.
Experience leading technology-enabled business transformations.
Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, wealth management operations, data management, etc. experience.

Responsibilities

Lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements.
Analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges.
Build meaningful relationships with senior stakeholders.
Inspire cross-functional teams.
Foster a culture of innovation and continuous improvement.
Champion client interests, ensuring that each project not only delivers measurable impact but also strengthens our reputation as trusted advisors.
Drive high-quality work products within expected time frames and on budget.
Project delivery including scoping/sizing a project, managing a team with the appropriate skill set, providing subject matter expertise, and managing in the delivery of an engagement workstream.
Lead technology-enabled business transformations.
Identify operational inefficiencies and take steps to improve processes and automate repetitive tasks.
Lead and drive strategic initiatives; synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers.
Research client inquiries and emerging issues, including regulations, industry practices, and new technologies.