Business Transformation Manager - WAM, Wealth Management

White Plains, NY Open
EY (Ernst & Young) is looking for Business Transformation Manager - WAM, Wealth Management in White Plains, NY. This local job opportunity with ID 3864905825 is live since 2026-10-03 02:15:49.

Overview

In this role, you will shape the future of wealth management for clients and EY by leading transformative, cross-functional projects that drive operational excellence. You'll blend strategic consulting with industry know-how, analyze market trends, and craft holistic solutions. You'll build senior-level relationships, motivate teams, and foster continuous improvement while advancing EY's trusted-advisor reputation. This position offers autonomy, a chance to influence big initiatives, and collaboration across a globally connected firm.

Compensation / Benefits
  • medical and dental coverage
  • pension and 401(k) plans
  • paid time off options
  • hybrid work model
  • flexible vacation policy
  • designated EY holidays and leaves for wellbeing
Responsibilities
  • Lead transformative wealth management engagements and drive performance improvements
  • Analyze market trends to identify opportunities and craft holistic client solutions
  • Build and maintain relationships with senior stakeholders and cross-functional teams
  • Ensure high-quality deliverables within time and budget
  • Scope projects, manage delivery workstreams, and coordinate team members with SMEs
  • Refer clients to other EY teams to broaden business relationships when appropriate
Key requirements
  • Bachelor in Business, Finance, Accounting, Computer Science, Engineering, or related field; MBA or MS preferred
  • 3+ years of consulting, industry, and/or service provider experience
  • 5-9 years of relevant experience
  • Experience leading wealth management initiatives; agile experience
  • Strong written/verbal communication, client service, and technical writing skills
  • Ability to lead technology-enabled business transformations and work with Agile methodologies
  • Willingness to work in person 3 days a week and travel as needed
  • Proficiency in MS Office, especially PowerPoint and Excel
  • Strong communication, facilitation, and presentation skills
  • Relationship management with senior stakeholders
  • Cross-functional collaboration
  • Agile
  • PowerPoint
  • Excel

Required Skills