Financial Services Technology Consulting, WAM - Wealth Management Senior

EY•Charlotte, DC

2d•$102,500 - $213,400

About The Position

EY’s Financial Services Organization is hiring a Wealth Management Senior to support implementation, localization, configuration and enhancement of leading Wealth Management platforms. The role supports clients modernizing advisor, client and operational experiences, with work across business and technology teams to improve operational efficiency, regulatory alignment and the wealth management client experience. The position requires knowledge of Wealth Management operations, business analysis and Agile delivery. The successful candidate will work with stakeholders to define requirements, support platform enhancements, facilitate testing and contribute to strategic platform roadmaps spanning advisory, trust, custody, trading and client servicing. The role involves collaboration with client technology professionals, third-party vendors and implementation teams in a fast-paced delivery environment. Travel is required; candidates must have a passport and valid driver's license. The position is offered in multiple U.S. locations. EY provides a comprehensive compensation and benefits package. Base salary ranges vary by office location: $122,900–$204,900 for New York City, Boston, Washington DC Metro Areas, Washington State and Southern California; $128,100–$213,400 for Bay Area California offices; and $102,500–$187,900 for other U.S. office locations, including Sacramento. Individual salary is determined by factors including education, experience, knowledge, skills and geography.

Requirements

Bachelor's degree and approximately 3 years of related work experience, or a graduate degree and approximately 2–3 years of related work experience.
Degree in business, finance, economics, information systems, computer science, engineering or a related field.
Approximately 2–3 years of experience at a financial services company or comparable experience advising a financial services company.
Experience in Wealth Management, Private Banking, Trust, Broker-Dealer, Registered Investment Advisor or Financial Services Consulting environments.
Experience supporting Wealth Management platform transformation, localization, implementation or enhancement initiatives.
Experience gathering and documenting business requirements, user stories, process flows and acceptance criteria.
Knowledge of Agile delivery methodologies, including backlog management, sprint planning, testing and business validation.
Ability to partner with technology advisors across the technology lifecycle, including requirements definition, design, development, implementation, conversion and testing.
Strong analytical, communication, presentation, problem-solving, client service, stakeholder management and technical writing skills.
Ability to collaborate with business stakeholders, technology teams, third-party vendors and implementation partners.
Willingness and ability to travel.
Must possess a passport and a valid driver's license.

Nice To Haves

MBA or MS degree.
Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) platforms.
Experience with the FNZ Wealth Platform, including implementations, platform enhancements, product support or transformation initiatives.
Wealth Management, Trust and Wealth Platform experience.
Strong Agile delivery, product management and business analysis skills.
Experience defining capabilities, features, business requirements, user stories and acceptance criteria.
Proven ability to work with third-party technology vendors and implementation partners.
Knowledge of U.S. Wealth Management capabilities and processes, including trading and custody, regulatory reporting and performance reporting.
Experience with Wealth Management platforms, Wealth Management, Trust and Advisory operations, Agile delivery and product management, business analysis and requirements definition, capability and feature definition, backlog management and sprint planning, system design and implementation support, data mapping and conversion, quality assurance and testing, business and IT process reengineering, program/project management, enterprise application integration, and platform localization and package implementation.

Responsibilities

Support U.S. localization of Wealth Management platforms using an Agile delivery approach.
Gather and document business requirements, user stories and acceptance criteria with business subject matter experts.
Facilitate requirements and design workshops with business and technology stakeholders.
Support backlog management, sprint planning, testing and business validation.
Collaborate with clients to enhance platform roadmaps.
Translate business requirements into functional specifications and platform capabilities.
Support data analysis, system testing, defect management and user acceptance testing.
Partner with third-party technology vendors and implementation teams to support project delivery.
Collaborate across business, operations, product and technology teams on wealth platform transformation initiatives.
Contribute to project deliverables, status reporting, issue tracking and implementation support.
Work with client technology professionals and strategic alliance partners to support implementation and enhancement of wealth management technology solutions.
Research client inquiries and emerging issues, including regulations, industry practices and new technologies.