Business Transformation Manager - WAM, Wealth Management

EY; St. Louis (MO); Hybrid; USD 128,400 - 235,300; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package

Flexible vacation policy

Job summary

EY is seeking a Wealth Management Consultant to shape client strategies and transform operations across complex engagements. You will lead projects that blend consulting rigor with wealth management expertise, delivering measurable impact while strengthening EY's advisory reputation.

You'll collaborate with senior stakeholders, manage cross-functional teams, and drive improvements in processes, data management, and technology-enabled solutions.

Qualifications

• Bachelor's degree in business, finance, accounting, CS or engineering; MBA preferred.
• 3+ years in consulting, industry, or service provider roles.
• 5-9 years of relevant experience with wealth management exposure.
• Experience leading technology-enabled transformations and Agile.
• Strong written and verbal communication and client service skills.

Responsibilities

• Lead transformative wealth management projects for clients and EY.
• Build relationships with senior stakeholders and cross-functional teams.
• Scope and size projects, manage delivery workstreams, and RAID logs.
• Identify opportunities to improve processes and automate tasks.
• Travel to client sites as needed and participate in in-person EY work.

Skills

Communication skills

Stakeholder management

Cross-functional teamwork

Wealth management domain

Project management

Agile experience

Education

Bachelor's degree in business/finance

MBA preferred

Tools

PowerPoint

Excel

MS Office

Job description

Location: New York, Charlotte, Chicago, St. Louis, Boston

The opportunity

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 blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges. Your passion for the wealth management industry will be central as you build meaningful relationships with senior stakeholders, inspire cross‑functional teams, and foster a culture of innovation and continuous improvement. You will champion client interests, ensuring that each project not only delivers measurable impact but also strengthens our reputation as trusted advisors.

Skills And Attributes For Success

• Strong communication, facilitation, and presentation skills
• Ability to manage and establish trusted relationships with senior client stakeholders
• Demonstrate the ability to effectively perform in cross‑functional teams
• Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
• Drive high‑quality work products within expected time frames and on budget
• Project delivery skills including the ability to scope/size a project, manage a team with the appropriate skill set, provide subject matter experience, and manage in the delivery of an engagement workstream

To qualify for the role you must have

• A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
• 3+ years of consulting, industry and/or service provider experience
• 5-9 years of relevant experience. Preferred experience includes:
• 2+ years of experience in a Wealth Management industry role (business, operations, or IT)
• Performance Improvement / Operations experience
• Project Manager / Work stream 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
• Experience leading 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 lead and drive strategic initiatives; synthesize complex information into clear, concise findings tailored for executive‑level audiences and decision‑makers.
• Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, wealth management operations, data management, etc. experience.
• Ability to research client inquiries and emerging issues, including regulations, industry practices, and new technologies
• A willingness to work in person (EY office and/or client site) 3 days a week
• A willingness to travel to meet client needs and a valid driver’s license and passport required
• Proficiency in MS Office, particularly PowerPoint and Excel

What We Look For

We're interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you'll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're passionate about consulting and ready to take on some of our clients' most complex issues, this role is for you.

What We Offer You

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

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 including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].