Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets

EY • Boston, MA

70d • $142,600 - $261,500

About The Position

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a global leader in serving the 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 integrated model and bold ambition allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational and technology-driven change. Within EY Technology Consulting, we help asset and wealth management firms design, modernize, and scale their digital and data ecosystems — spanning the entire investment value chain. If you are passionate about building technology solutions that connect business strategy with engineering excellence, and driving innovation across both traditional and alternative investments, this role provides an opportunity to help define the future of financial services platforms.

Requirements

• A bachelor's degree in computer science, engineering, information systems, finance, or a related field and a minimum of 5 years of related work experience; or a graduate degree and 4 years of related work experience.
• A minimum of 4 years of experience in technology delivery, software engineering, or product management at a financial services company, preferably within wealth or as an alternative fund manager.
• Experience leading a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing.
• Strong analytical, communication, presentation, client service and technical writing skills.
• Experience in researching client inquiries and emerging issues, including regulations, industry practices, and new technologies.
• Willingness and ability to travel, and hold a valid driver’s license and passport.

Nice To Haves

• Experience with front-to-back investment management platforms such as Aladdin, Charles River, SimCorp, or Eagle.
• Familiarity with alternative investment systems such as eFront, Investran, Geneva, DealCloud, LemonEdge, 73 Strings, or Yardi.
• Experience with data and API integration between fund accounting, investor servicing, and CRM systems.
• Certifications in Agile or Cloud (e.g., Certified Scrum Master, SAFe Agilist, AWS Cloud Practitioner, or Azure Fundamentals).
• Prior experience in consulting or managing large-scale transformation programs across technology, operations, or data.

Responsibilities

• Lead client and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models.
• Manage agile engineering pods — facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps.
• Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution.
• Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems.
• Lead modernization and migration efforts from legacy mainframe or on-premise systems to modern, cloud-based solutions.
• Apply agile and DevOps practices — leveraging automation, CI/CD, and data-driven insights to accelerate platform delivery.
• Support solution design and implementation across traditional and alternative investment systems.
• Contribute to vendor evaluations, proof-of-concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures.
• Collaborate with EY teams to develop and share insights on emerging trends such as private-markets digitization, hybrid fund structures, and data standardization across the ecosystem.

Benefits

• Comprehensive compensation and benefits package.
• Medical and dental coverage.
• Pension and 401(k) plans.
• Wide range of paid time off options.
• Flexible vacation policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees