Business Transformation Architecture Senior Manager Wealth and Asset Management

Legal operations; Toronto; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading consulting firm in Toronto is seeking an experienced Senior Manager in Wealth Management. You will oversee client engagements, support business development, and lead cross-functional teams to drive transformation in wealth management. Ideal candidates have at least 10 years in the industry with proven leadership and communication skills. Diversity and inclusion are core values in this role.

Qualifications

• Experience leading projects in the wealth-management industry is crucial.
• Strong business-writing skills and stakeholder management are needed.
• Coaching and mentoring experience is required.

Responsibilities

• Lead client engagements and manage delivery of projects.
• Provide guidance to team members based on industry knowledge.
• Assist with business development initiatives.

Skills

Understanding of the wealth-management lifecycle

Knowledge of wealth-technology platforms

Proven delivery leadership

Strong communication skills

Structured problem-solving

Leadership of cross-functional teams

High motivation and self-starting attitude

Education

10 years in the wealth-management industry

Job description

At EY, we shape your future with confidence.

We 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 build a better working world.

The opportunity

Our team is looking for exceptional driven and passionate individuals with an entrepreneurial mindset, energy and a strong desire to succeed.

As a leader in EY’s Wealth Management team you will play a critical role in providing a wide range of advisory services across various lines of business within the Canadian Wealth Management market, including Investment Advisory, Private Banking, Trust, Direct Investing and Retail Investing.

We are looking for energized motivated leaders with experience helping wealth managers to transform the front, middle and back office of our clients.

Working closely with our clients, offering points of view and advice, we support them to make change decisions, navigate the implementation of technology and operational efficiency, while bringing teams along with the transformation journey.

Our engagements span from strategic assessments, advisor & client experience design, target operating model designs, system/vendor selections, technology and data architecture design and implementation support of mid to large‐scale transformation opportunities.

Your key responsibilities

• Lead multiple client engagements and manage the delivery of small and large/complex client engagements, including overseeing planning, execution, stakeholder management and delivering strategic outcomes.
• Provide subject‑matter guidance to team members based on experience and knowledge of the wealth‑management industry and experience with technology and operations projects.
• Business & practice development: Assist the partners and the team by leading and managing business development initiatives, including developing proposals and scoping documents and proactively building relationships with clients and peers at EY.
• Team management: Support people development through activities such as recruitment, mentoring and counselling programmes.
• Account management & financials: Oversee engagement financials to maintain profitability and efficient resource allocation, as well as maintain compliance with internal risk and oversight procedures.
• Work with partners, other practices and the team to execute the growth strategy and initiatives.

Skills and attributes for success

• Understanding of the various aspects of the wealth‑management lifecycle, including relationship management, wealth planning, client onboarding and investment management.
• Knowledge of and/or direct experience working with wealth‑technology platforms and service providers.
• Proven delivery leadership and people‑leadership roles in wealth‑management programs.
• Strong communication and interpersonal skills with the ability to engage and influence senior‑level stakeholders.
• Structured approach to critical problem solving.
• Ability to lead cross‑functional teams and manage complex client‑engagement teams in a collaborative environment to provide valuable insight and high‑impact solutions to client issues.
• High motivation, self‑starting attitude, and ability to think outside the box and thrive on new challenges.

To qualify for the role you must have

• A successful track record leading projects (10 years) in the wealth‑management industry, gained through experience working at a wealth‑management firm, a top‑tier consulting firm, a specialist financial‑services consultancy, or a wealth‑management technology or service provider.
• Experience leading sales collateral such as proposal responses.
• Strong business‑writing, presentation and stakeholder‑management skills.
• People‑coaching and mentoring experience.
• Extensive program‑delivery and project‑management experience.
• Deep understanding of current market trends in the wealth‑management industry and subject‑matter expertise.

Ideally you’ll also have

• Good understanding of one or more of the following: front‑office distribution models, product & investment management, operations, data & technology ecosystems.
• Proven track record of sales and delivery in a management‑consulting context with established client relationships and experience in Canada.
• Prior experience in consulting preferred.

What we look for

As a valued member of the team and leader we are looking for applicants that are keen, dynamic and flexible, who enjoy a variety of challenges and who offer different experiences and diverse insights.

Diversity and Inclusion at EY

Diversity and inclusiveness are at the heart of who we are and how we work. We are committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA community, promoting neuro‑inclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit and Métis) nationally as we strive toward reconciliation. Our diverse experiences, abilities, backgrounds and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work they bring their best and are empowered to build a better working world.

EY Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Required Experience

Senior Manager

Key Skills

Joomla, Customer Support, Interior Fit‑Out, Client Services, Architecture

Employment Type

Full Time

Experience

years

Vacancy

1