FSO, Business Consulting - Studio & Marketing Transformation - Manager

EY•Charlotte, DC

3d•$128,400 - $267,400•Hybrid

About The Position

As a Manager in EY’s Studio+ Marketing Transformation practice, you will help Financial Services organizations transform how they engage customers, advisors, intermediaries, and stakeholders across the marketing value chain. Serving clients across Wealth & Asset Management (WAM), Banking & Capital Markets (BCM), and Insurance (INS), you will combine industry knowledge, marketing transformation expertise, and emerging AI capabilities to deliver innovative, growth-focused solutions.

Requirements

Deep understanding of Financial Services, strong stakeholder management, executive communication, AI-enabled marketing, and the ability to translate complex business challenges into transformation strategies.
Bachelor’s degree; MBA or Master’s degree preferred.
5+ years of experience in marketing consulting, marketing transformation, or Financial Services marketing.
Experience within Wealth & Asset Management, Banking & Capital Markets, and/or Insurance sectors.
Expertise in at least three of: Marketing Strategy, Marketing Operating Model, Marketing Operations, Performance Measurement, or Marketing Forecasting.
Experience supporting B2B, B2C, and/or B2B2C marketing initiatives.
Hands-on experience leveraging AI tools and technologies to enhance client outcomes and productivity.
Familiarity with GEO, AI-driven marketing, agentic marketing, and next-generation measurement approaches.
Willingness to travel up to 50–80%.

Nice To Haves

Experience within a leading Financial Services institution, agency, or consulting organization.
Experience leading cross-functional teams in a studio, agency, consulting, or transformation environment.
Experience designing or implementing AI-enabled marketing use cases, including generative content, AI agents, and AI-driven personalization.
Exceptional executive presence, presentation, and storytelling capabilities.

Responsibilities

Lead marketing transformation engagements across strategy, operating model design, marketing operations, performance measurement, and marketing forecasting.
Advise Financial Services clients on B2B, B2C, and B2B2C marketing models, including ABM, customer acquisition, retention, loyalty, onboarding, cross-sell, advisor enablement, broker distribution, and embedded distribution strategies.
Bring leading-edge perspectives on Generative Engine Optimization (GEO), AI-powered personalization, agentic marketing, and modern measurement approaches.
Integrate AI-enabled marketing technologies into client solutions and internal delivery methodologies.
Manage engagement delivery, including quality, financial performance, and risk management.
Build and maintain trusted client relationships and identify opportunities to expand EY’s impact and value.
Coach and develop junior team members while contributing to thought leadership and proposal efforts.