Business Transformation Senior - WAM, Wealth Management

In this role you will shape the future of wealth management for clients and EY by leading transformative projects that combine strategic consulting with industry knowledge. You'll work closely with senior stakeholders, guide cross-functional teams, and drive operational excellence and performance improvement. You will analyze market trends, identify opportunities, and craft holistic solutions that address client challenges. This is a role that blends advisory impact with hands-on delivery in a fast-moving financial services context.

• Flexible hybrid work model
• Diversity and inclusive culture
• Medical and dental coverage
• Pension and 401(k) plans
• Paid time off options
• Career development and world-class experiences

• Lead transformative engagements blending strategic consulting with industry expertise
• Analyze market trends to identify disruptive opportunities and craft holistic solutions
• Build and maintain trusted relationships with senior client stakeholders
• Coordinate cross-functional teams to deliver high-quality work within time and budget
• Scope and size projects, manage engagement workstreams, and provide subject-matter expertise
• Champion client interests and contribute to EY's reputation as trusted advisors
• Deliver measurable impact and foster a culture of innovation and continuous improvement

• Bachelor degree in Business, Finance, Accounting, Computer Science, Engineering, or related field; MBA or MS preferred
• 4-6 years of relevant experience
• Strong Wealth Management experience (business, operations, or IT)
• 3+ years of consulting, industry, or service provider experience
• Project management or workstream lead experience
• Experience with Agile and technology-enabled business transformations
• Strong written and verbal communication, client service, and technical writing skills
• Willingness to work in person 3 days/week and travel as needed
• Proficiency in MS Office (PowerPoint, Excel)

• Strong communication and facilitation
• Relationship-building with senior stakeholders
• Cross-functional collaboration
• Agile methodologies
• Business process improvement
• Data management and analysis