Business Transformation - WAM, Wealth Management Senior

EY • Charlotte, NC

1d • $97,300 - $202,600 • Hybrid

About The Position

EY’s Financial Services Organization serves clients across banking and capital markets, wealth and asset management, and insurance. As a Wealth Management Consultant, you will help shape wealth management for clients and EY by leading transformative projects that combine strategic consulting expertise with industry knowledge. You will drive operational excellence and performance improvement across complex engagements, analyze market trends, identify opportunities, and develop solutions to client challenges.

You will build relationships with senior stakeholders, work with cross-functional teams, champion client interests, and deliver measurable impact. The role requires project delivery and workstream management capabilities, an interest in wealth management, and the ability to produce high-quality work within agreed timelines and budgets. The position follows a hybrid model, with an expectation to work in person at an EY office and/or client site three days per week and to travel as client needs require.

Requirements

• Bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field.
• At least 2 years of relevant experience.
• Strong written and verbal communication, presentation, client service, and technical writing skills.
• Experience participating in technology-enabled business transformations and familiarity with Agile, including business requirements, user experience design, product testing, or project management.
• Project planning, status reporting, RAID logs, business process reviews, requirements gathering, or process-flow experience.
• Ability to perform effectively in cross-functional teams and manage trusted relationships with senior client stakeholders.
• Strong project delivery skills, including the ability to scope and size projects and manage engagement workstreams.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.
• Willingness to work in person at an EY office and/or client site three days per week.
• Willingness to travel to meet client needs; a valid driver’s license and passport are required.

Nice To Haves

• MBA or MS degree.
• Strong experience in wealth management business, operations, or IT.
• At least 1 year of consulting, industry, and/or service provider experience.
• Performance improvement or operations experience.
• Project manager or workstream lead experience.
• Previous wealth management industry experience is preferred.
• Experience with trade operations, reconciliation, derivative operations, collateral management, corporate actions, or data management.

Responsibilities

• Lead transformative wealth management projects and workstreams, driving operational excellence and performance improvement.
• Analyze market trends, identify disruptive opportunities, and develop holistic solutions to client challenges.
• Build trusted relationships with senior client stakeholders and foster collaboration across cross-functional teams.
• Champion client interests and deliver measurable impact through high-quality work products within expected time frames and budgets.
• Scope and size projects, collaborate with engagement teams, contribute subject matter expertise, and manage engagement delivery.
• Identify operational inefficiencies and take steps to improve processes and automate repetitive tasks.
• Synthesize complex information into clear, concise findings for executive audiences and decision-makers.
• Research client inquiries and emerging issues, including regulations, industry practices, and new technologies.
• Understand client needs and refer them to colleagues in other teams and areas to broaden business relationships where appropriate.

Benefits

• Medical and dental coverage.
• Pension and 401(k) plans.
• Flexible vacation policy.
• Paid holidays, winter and summer breaks, personal/family care time, and other leaves of absence.

What This Job Offers

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