Strategic Ai Sales Director: Enterprise Transformation

FSO, Business Transformation, Asset Management Senior

Location:

New York, Chicago and Boston

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EY | Financial Services Organization - Wealth & Asset Management Consulting

Manager Consultant – Asset & Wealth Management (with Private Markets Exposure)

Our purpose is to help build a financial services industry that is trusted, resilient, and transformative – one where institutions can flourish and contribute to a healthy global economy. If you’re motivated by solving complex challenges, driving innovation, and shaping the future of financial services, we invite you to join our dynamic Asset & Wealth Management Consulting team.

The Opportunity

As part of our Asset & Wealth Management practice, you’ll help clients better align their operating models, data, and technology with their business strategies. Our work spans the full investment value chain—from front‑office strategy and product development to middle‑ and back‑office transformation and digital enablement.

You'll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi‑liquid alternative products—helping bridge the operational and regulatory complexities between public and private investments.

Key Responsibilities

• Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
• Help design and implement target operating models that improve scalability, cost efficiency, and governance across front‑, middle-, and back‑office functions.
• Participate in technology‑enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
• Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
• Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
• Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.

Skills and Attributes for Success

• Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
• Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries) as the industry expands access to non‑traditional products.
• Ability to translate complex business and operational requirements into practical, technology‑enabled solutions.
• Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
• Proven ability to thrive in collaborative, fast‑paced consulting environments.

To Qualify for the Role, You Must Have

• Bachelor’s degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
• Five to seven years of progressive experience in a traditional or alternative asset management firm, fund administrator, or wealth platform; or financial services consulting with exposure to investment operations or technology transformation.
• Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
• Strong…