Financial Services Technology Consulting, WAM - Wealth Management Manager

Location:

New York

Other locations:
Anywhere in Region

Date:
Oct 14, 2026

Requisition

Location:

New York, Boston, Charlotte, Chicago, Philadelphia, 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.

The Opportunity

You will leverage your expertise in wealth management platforms, product management, and business analysis to lead complex platform transformation initiatives supporting U.S. Wealth Management organizations. Working closely with business stakeholders, technology teams, and third-party platform providers, you will help design, implement, and optimize next-generation wealth management solutions that enhance advisor experiences, improve operational efficiency, and support evolving regulatory requirements.

Collaborating across cross-functional teams, you will drive capability definition, feature prioritization, platform localization, and Agile delivery while ensuring seamless integration across wealth management ecosystems. Your experience in wealth platform transformation, combined with strong product management and delivery leadership skills, will enable you to successfully execute high-impact initiatives spanning advisor platforms, client onboarding, trading and custody operations, regulatory reporting, performance reporting, and digital wealth capabilities.

As a product and delivery leader, you will partner with senior stakeholders across business, operations, technology, and client organizations to develop strategic roadmaps, manage implementation programs, and drive successful platform adoption. This role offers the opportunity to shape the future-state wealth platform landscape while leading large-scale transformation initiatives within a dynamic and rapidly evolving Wealth & Asset Management practice.

Key Responsibilities

• Lead product management and business analysis work streams supporting Wealth Platform Management U.S. localization initiatives using Agile delivery methodologies.
• Drive capability definition, feature prioritization, and product roadmap development aligned to business and client objectives.
• Lead requirements management, backlog governance, sprint planning, execution, and Agile delivery across multiple work streams.
• Manage stakeholder relationships across business, technology, operations, and client teams.
• Lead release planning, program governance, and overall delivery execution to ensure successful implementation outcomes.

Preferred Experience

• Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) preferred.
• Experience with the FNZ Wealth Platform
  , including implementation, enhancement, or product management activities.
• Strong Wealth Management, Trust, and Wealth Platform domain expertise.
• Demonstrated experience in Agile delivery, product management, and business analysis within financial services environments.
• Experience defining capabilities, features, business requirements, user stories, and acceptance criteria.
• Proven ability to collaborate with third-party technology vendors, platform providers, and implementation partners.
• Knowledge of U.S. Wealth Management processes and capabilities, including:
• Trading and Custody
• Performance Reporting
• Regulatory Reporting
• Client Onboarding and Servicing
• Wealth Advisory Operations
• Trust and Fiduciary Services
• Strong stakeholder management, workshop facilitation, and cross-functional leadership skills.

To Qualify for the Role, You Must Have

• 5+ years of experience in Wealth Management, Private Banking, Trust, Advisory Services, Broker-Dealer Operations, or…