Financial Services Technology Consulting Manager | WAM - Wealth Management
About The Position
You will leverage your expertise in wealth management platforms, product management, and business analysis to lead complex platform transformation initiatives supporting U.S. Wealth Management organizations. Working closely with business stakeholders, technology teams, and third-party platform providers, you will help design, implement, and optimize next-generation wealth management solutions that enhance advisor experiences, improve operational efficiency, and support evolving regulatory requirements. Collaborating across cross-functional teams, you will drive capability definition, feature prioritization, platform localization, and Agile delivery while ensuring seamless integration across wealth management ecosystems. Your experience in wealth platform transformation, combined with strong product management and delivery leadership skills, will enable you to successfully execute high-impact initiatives spanning advisor platforms, client onboarding, trading and custody operations, regulatory reporting, performance reporting, and digital wealth capabilities. As a product and delivery leader, you will partner with senior stakeholders across business, operations, technology, and client organizations to develop strategic roadmaps, manage implementation programs, and drive successful platform adoption. This role offers the opportunity to shape the future-state wealth platform landscape while leading large-scale transformation initiatives within a dynamic and rapidly evolving Wealth & Asset Management practice.
Requirements
- 5+ years of experience in Wealth Management, Private Banking, Trust, Advisory Services, Broker-Dealer Operations, or Financial Services Technology Consulting.
- Experience leading Wealth platform transformation, localization, or modernization initiatives.
- Strong Agile delivery experience including backlog management, sprint execution, release planning, and requirements governance.
- Experience working with Wealth Management platforms such as FNZ, Charles River, Envestnet, Orion, Addepar, Tamarac, Pershing, Fidelity Wealthscape, or similar solutions.
- Proven ability to translate business objectives into capabilities, features, user stories, and delivery outcomes.
- Strong communication, client-facing, presentation, and stakeholder management skills.
- Experience managing teams and leading complex technology-enabled transformation programs.
Nice To Haves
- Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) preferred.
- Experience with the FNZ Wealth Platform, including implementation, enhancement, or product management activities.
- Strong Wealth Management, Trust, and Wealth Platform domain expertise.
- Demonstrated experience in Agile delivery, product management, and business analysis within financial services environments.
- Experience defining capabilities, features, business requirements, user stories, and acceptance criteria.
- Proven ability to collaborate with third-party technology vendors, platform providers, and implementation partners.
- Knowledge of U.S. Wealth Management processes and capabilities, including: Trading and Custody, Performance Reporting, Regulatory Reporting, Client Onboarding and Servicing, Wealth Advisory Operations, Trust and Fiduciary Services.
- Strong stakeholder management, workshop facilitation, and cross-functional leadership skills.
Responsibilities
- Lead product management and business analysis workstreams supporting Wealth Platform Management U.S. localization initiatives using Agile delivery methodologies.
- Drive capability definition, feature prioritization, and product roadmap development aligned to business and client objectives.
- Lead requirements management, backlog governance, sprint planning, execution, and Agile delivery across multiple workstreams.
- Manage stakeholder relationships across business, technology, operations, and client teams.
- Lead release planning, program governance, and overall delivery execution to ensure successful implementation outcomes.
Benefits
- medical and dental coverage
- pension and 401(k) plans
- flexible vacation policy
- paid time off options
- designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
- other leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
