Manager, Corporate and Operational Strategy: Financial Services (Toronto)
About The Position
Corporate and Operational Strategy is EY’s executive strategy practice. The EY-Parthenon brand is the home of our fast-growing global strategy capability. We advise corporate, financial services, institutional investor, private equity, and public sector clients on strategic, commercial, operational, and investment-related decisions that drive long-term value creation. Our clients include leading insurers, pension funds, asset managers, wealth managers, sovereign and institutional investors, and global corporations facing complex growth, portfolio, and transformation challenges. This job posting relates to an existing vacancy within our organization. Areas of our work include: Investment strategy and growth strategy, Institutional investor strategy and portfolio optimization, Insurance strategy and transformation, Capital allocation and investment decision-making, Investment product and distribution strategy, Market entry strategy and opportunity sizing, Divestment options analysis, Purpose-led strategy and long-term value, Business model reinvention, Digital strategy and innovation, Go-to-market strategy, Operating model design and performance improvement, M&A, strategic transactions, and investment due diligence, Customer and channel strategy for financial services organizations. You'll work with a high-performing, integrated team which focuses on a variety of global and local corporate, government, and private equity clients. You'll have a diverse range of stretching experiences which will give you continuous learning and development opportunities as well as a great sense of achievement. The Canadian Practice is closely integrated with the Americas EY Parthenon organization. We bring the power of our deep global and local insights, client relationships and an informed, current perspective.
Requirements
- Engineering, Finance or Commerce undergrad (MA, MBA, PhD an asset).
- Minimum of 5 years relevant work experience in management consulting, corporate strategy, private equity, institutional investing or financial service strategy roles.
- Experience developing and evaluating corporate, investment, portfolio, or growth strategies.
- Knowledge of financial services sectors including insurance, asset management, wealth management, pensions, institutional investing, and capital markets is considered a strong asset.
- Experience assessing investment opportunities, market attractiveness, business performance, and value creation initiatives.
- Strong understanding of financial and operational drivers of performance within investment management, insurance, or broader financial services organizations.
- Strong client facing and presentation skills, strategic thinker and deductive reasoner.
- Strong aptitude for quantitative and qualitative analysis and the ability to link business strategy to performance.
- Advanced modelling skills (Excel) and visualization skills (Tableau and/or Power BI).
- Exceptional written, verbal, and presentation skills, with the ability to communicate complex ideas and influence senior stakeholders effectively.
- A passion for delivering client impact with a demonstrated track record of initiative, adaptability, intellectual curiosity and excellence in fast-paced environments.
Responsibilities
- Support client relationship management while executing projects, delivering a high degree of client satisfaction with the engagement process.
- Lead strategic engagements for clients across financial services, insurance, asset management, wealth management, and institutional investing sectors.
- Assess growth opportunities, competitive positioning, market dynamics, and investment strategies through rigorous quantitative and qualitative analysis.
- Support clients in evaluating portfolio strategies, capital allocation decisions, strategic investments, acquisitions, and divestitures.
- Develop strategic recommendations related to business growth, operating model transformation, product innovation, distribution effectiveness, and value creation.
- Analyze investment trends, industry disruptions, customer behavior, and emerging market opportunities to identify strategic implications for clients.
- Support commercial and investment due diligence engagements through market assessments, competitive analysis, and financial evaluation.
- Foster an inclusive culture throughout the team and within engagements and proactively build a personal network within the firm.
- Integrate AI into day-to-day delivery while validating outputs, challenging assumptions, and maintaining accountability for quality.
- Use AI to accelerate analysis, scenario generation, and insight development while maintaining clear linkage to business outcomes.
Benefits
- discretionary bonus program
- comprehensive medical, prescription drug and dental coverage plan
- defined contribution pension plan
- great vacation policy
- firm paid days that allow you to enjoy longer long weekends throughout the year
- statutory holidays
- paid personal days (based on province of residence)
- range of exciting programs and benefits designed to support your physical, financial and social well-being
- Support and coaching from some of the most engaging colleagues in the industry
- Learning opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that’s right for you
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What This Job Offers
Job Type
Full-time
Career Level
Manager
