FSO - Business Transformation - CCSB Banking - Manager

EY • Charlotte, NC

11d • $128,400 - $267,400 • Hybrid

About The Position

EY's Financial Services Organization (FSO) Business Transformation practice assists global, super-regional, and regional financial services clients in enhancing their performance within a dynamic market. We deploy multidisciplinary teams, utilize established global methodologies, and leverage EY's extensive resources, capabilities, and knowledge to execute strategic operations, technology, product, data, compliance, and risk programs for prominent U.S. institutions. Our Corporate, Commercial and Small and Medium Enterprise (CCSB) Banking practice is central to EY's wholesale and commercial credit transformation efforts. We guide banks in modernizing their credit and lending processes across the entire lifecycle, redesigning operating models, and integrating AI and automation. Our engagements vary from short, focused initiatives to extensive, multi-year transformation programs. Key areas of expertise include credit and lending transformation, target operating model design, process re-engineering, lending operations, core platform modernization, data and technology enablement, AI-driven operating models, and modernization of cash management, transaction banking, treasury, and payments. AI is increasingly influencing our work and our clients' objectives, and we are committed to developing business cases, strategic viewpoints, and value frameworks to help clients leverage AI for increased capacity, while also integrating modern AI tools into our own operations.

Requirements

• A bachelor’s degree plus approximately 5-9 years of related work experience (or a master’s degree plus approximately 4-8 years), including time in a delivery-leadership or people-leadership capacity
• Relevant experience through one of two tracks: consulting, advisory or transformation project delivery, ideally within corporate or commercial banking; or hands-on experience in corporate, commercial or SME banking, bank operations, lending operations, or middle-office functions, with experience owning a workstream/initiative end-to-end or managing and developing others
• Demonstrated experience across several of the following: operating model design; product/process design or operations management for banking products across the credit or deposit lifecycle; change-the-bank or transformation program strategy and delivery; current-/future-state assessment and gap analysis; channel transformation; core platform transformation; or core system conversions and client migrations
• Demonstrated ability to manage a workstream through all phases of the project lifecycle, including project plans, managing deliverables, reviewing outputs, and providing team feedback
• Strong written and verbal communication, presentation, client-service and technical-writing skills, with genuine interest in deepening CCSB industry and content knowledge
• Ability to travel up to approximately 60% over the course of a year, including internationally

Nice To Haves

• Hands-on experience applying AI tools such as Microsoft Copilot, Claude, ChatGPT or Replit to research, analysis, drafting, prototyping and automation
• Experience with target operating model design, process re-engineering, current-/future-state assessment, or gap analysis
• Exposure to lending operations, core platform modernization, system conversions or client migrations
• Knowledge of transaction banking and treasury management – including cash management, commercial card, payments, treasury operations and corporate finance
• Knowledge of KYC, AML, and other applicable compliance regulations
• A track record contributing to proposals and pursuits, developing reusable practice collateral, and building C-suite client relationships
• A PMP, Lean Six Sigma, Agile/Scrum or comparable delivery-leadership certification

Responsibilities

• Lead delivery of a project workstream end-to-end, owning the quality, budget and timeliness of work products
• Manage and motivate a team of 3-4 consultants, providing regular, constructive coaching and feedback
• Own the day-to-day client relationship for your workstream as a direct, trusted point of contact
• Develop an in-depth understanding of clients’ needs and goals to help shape solutions, not just execute a plan
• Drive the analysis behind the story – current-/future-state assessments, operating model designs, benchmarking and business cases – and know when to challenge the data
• Support business growth by contributing to RFP responses, proposals, points of view and other go-to-market materials, alongside client delivery work
• Contribute to internal EY initiatives and practice collateral

Benefits

• medical and dental coverage
• pension and 401(k) plans
• flexible vacation time
• a generous number of observed holidays
• programs supporting your physical, financial and social well-being
• The opportunity to manage a portfolio of talent within a designated service line
• A collaborative environment focused on building a better working world
• Strong training and development, including a culture of AI and technical upskilling, through established programs and on-the-job learning

What This Job Offers

• Job Type: Full-time
• Career Level: Manager