Business Transformation Senior - WAM, Wealth Management

Business Transformation Senior - WAM, Wealth Management

Join EY as a Business Transformation Senior – Wealth Management. We’re looking for a strategic, results‑driven consultant who can lead transformative projects that blend consulting expertise with deep industry knowledge to deliver operational excellence and performance improvements.

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 deliver measurable impact and strengthen our reputation as trusted advisors.

• Strong communication, facilitation, and presentation skills
• Ability to manage and establish trusted relationships with senior client stakeholders
• Demonstrate the ability to perform effectively in cross‑functional teams
• Understanding of our clients' unique ambitions and needs and ability to broaden business relationships
• Drive high‑quality work products within expected time frames and on budget
• Project delivery skills including scoping, collaborating, subject‑matter expertise, and managing engagement work streams
• 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 (preferred includes skills below)
• Strong experience in Wealth Management (business, operations, or IT)
• 3+ years of consulting, industry and/or service provider experience
• Performance Improvement / Operations experience
• Project Manager / Workstream lead experience
• Strong written and verbal communication, presentation, client service and technical writing skills, coupled with 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, but not limited to, business requirements, user experience design, product testing, project management, etc.
• Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks
• Ability to synthesize complex information into clear, concise findings tailored for executive‑level audiences and decision‑makers
• Experience in project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc.
• 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 and a 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. Expect plenty of autonomy; drive initiative and seek opportunities to improve and expand our business relationships in an evolving market.

• Comprehensive compensation and benefits package: base salary range $97,300–$178,300 across US locations, $116,700–$202,600 for wider metro areas. Total Rewards include medical and dental coverage, pension and 401(k), paid time off, etc.
• Hybrid model: most external client‑serving roles work together in person 40–60% of the time.
• Flexible vacation policy: you decide how much time off you need based on your circumstances, with additional paid holidays, breaks, and leaves of absence.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on‑going basis.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you have a disability and need assistance applying online or requesting accommodation, call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then Option 1 for candidate queries and finally Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at