Financial Services Technology Consulting, WAM - Wealth Management Senior

Location:

New York, Chicago, Boston, Philadelphia, Charlotte and Washington

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.

Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

This role offers a unique opportunity to support the implementation, localization, configuration and enhancement of leading Wealth Management platforms while helping clients modernize advisor, client and operational experiences. Working across business and technology teams, you will help drive platform transformation initiatives that improve operational efficiency, strengthen regulatory alignment and enhance the overall wealth management client experience.

The role requires a strong understanding of Wealth Management operations, business analysis and Agile delivery methodologies. You will work closely with stakeholders to define requirements, support platform enhancements, facilitate testing activities and contribute to strategic platform roadmap initiatives across advisory, trust, custody, trading and client servicing capabilities.

• Support Wealth Management Platform U.S. localization using an Agile delivery approach.
• Gather and document business requirements, user stories and acceptance criteria in collaboration with business subject matter experts.
• Facilitate requirements and design workshops with business and technology stakeholders.
• Support backlog management, sprint planning, testing and business validation activities.
• Collaborate with the client to enhance the platform roadmap.
• Assist in translating business requirements into functional specifications and platform capabilities.
• Support data analysis, system testing, defect management and user acceptance testing activities.
• Partner with third-party technology vendors and implementation teams to support successful project delivery.
• Collaborate across business, operations, product and technology teams to support wealth platform transformation initiatives.
• Contribute to project deliverables, status reporting, issue tracking and implementation support activities.

Team with client technology professionals and third-party strategic alliances to support the implementation and enhancement of wealth management technology solutions. Demonstrate strong analytical, communication, problem-solving and stakeholder management skills while working in a fast-paced Agile delivery environment.

• A bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience.
• A degree in business, finance, economics, information systems, computer science, engineering or a related field; MBA or MS degree preferred.
• Approximately 2-3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company.
• Experience working within Wealth Management, Private Banking, Trust, Broker-Dealer, Registered Investment Advisor or Financial Services Consulting environments.
• Experience supporting Wealth Management platform transformation, localization, implementation or enhancement initiatives.
• Experience gathering and documenting business requirements, user stories, process flows and acceptance criteria.
• Knowledge of Agile delivery methodologies, including backlog management, sprint planning, testing and business validation.
• Demonstrated ability to partner with technology advisors through the technology life cycle, including requirements definition, design,…