Business Transformation Senior - WAM, Wealth Management

Business Transformation Wealth Management Senior

Location:

New York, Charlotte, Chicago, St. Louis, Boston

As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges.

Your passion for the wealth management industry will be central as you build meaningful relationships with senior stakeholders, inspire cross‑functional teams, and foster a culture of innovation and continuous improvement. You will champion client interests, ensuring that each project not only delivers measurable impact but also strengthens our reputation as trusted advisors.

• Strong communications, facilitation, and presentation skills
• Ability to manage and establish trusted relationships with senior client stakeholders
• Demonstrated ability to perform effectively in cross‑functional teams
• Understanding of clients’ unique ambitions and needs and the ability to refer them to colleagues in other teams and areas to broaden our business relationships where possible
• Drive high‑quality work products within expected time frames and on budget
• Project delivery skills including scope sizing, collaboration in a team environment, subject‑matter expertise, and management of an engagement workstream
• Passion for the Wealth Management industry, with a preference toward previous industry experience

• A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
• 4–6 years of relevant experience, including strong experience in Wealth Management (business, operations, or IT)
• 3+ years of consulting, industry, and/or service provider experience
• Experience in Performance Improvement / Operations
• Project Manager / Workstream Lead experience
• Strong written and verbal communication, presentation, client service and technical writing skills, and a strong interest in further developing industry and deep content knowledge in the wealth management area
• Participation in technology‑enabled business transformations and experience with Agile, including business requirements, user experience design, product testing, project management, etc.
• Process‑improvement mindset and ability to identify operational inefficiencies and automate repetitive tasks
• Ability to synthesize complex information into clear, concise findings for executive‑level audiences and decision‑makers
• Experience with project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, and data management
• Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
• Willingness to work in person (EY office and/or client site) 3 days a week
• Willingness to travel to meet client needs; valid driver’s license and passport required
• Proficiency in MS Office, particularly PowerPoint and Excel

We’re interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you’ll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you’re passionate about consulting and ready to take on some of our clients’ most complex issues, this role is for you.

• A comprehensive compensation and benefits package with a base salary range of $97,300 to $178,300 nationwide (higher in major metros). The Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range…