Business Transformation Senior - WAM, Wealth Management
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
- 4-6 years of relevant experience.
- 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
- 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
- High-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Nice To Haves
- MBA or MS degree preferred
- Previous industry experience in Wealth Management preferred
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.
- Manage and establish trusted relationships with senior client stakeholders.
- Effectively perform in cross-functional teams.
- Understand 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.
- Participate in technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc.
- Identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks.
- 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.
Benefits
- medical and dental coverage
- pension and 401(k) plans
- a wide range of paid time off options
- flexible vacation policy
- designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
- other leaves of absence when needed to support your physical, financial, and emotional well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
