Business Transformation Senior - WAM, Wealth Management

Socket.dev; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

EY focuses on wealth management consulting and helps clients shape future strategies in a globally connected environment. As a Wealth Management Consultant, you will lead transformational projects that blend strategic consulting with industry knowledge, driving operational excellence across diverse engagements.

Your role includes building relationships with senior stakeholders, guiding cross-functional teams, and delivering high-quality work within timelines.

Qualifications

• A bachelor's degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
• 2+years of relevant experience
• Strong experience in Wealth Management (business, operations, or IT)
• 1+ years of consulting, industry and/or service provider experience
• 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
• Participation in technology-enabled business transformations and experience with Agile
• Process improvement mindset to identify inefficiencies and automate repetitive tasks
• Ability to synthesize complex information for executive audiences
• Project planning, status reporting, RAID logs, BPRs, requirements gathering, etc.

Responsibilities

• Lead transformative wealth management projects delivering operational excellence
• Build relationships with senior stakeholders and sponsor client initiatives
• Drive project scoping, sizing, and cross-functional delivery
• Analyze market trends and identify disruptive opportunities
• Support business transformations using Agile methodologies

Skills

Strong communication skills

Relationship management

Cross-functional teamwork

Quality delivery

Project delivery

Wealth Management knowledge

Problem solving

Education

Bachelor's degree in business, finance, accounting, computer science, engineering, or related field

MBA or MS degree preferred

Tools

MS Office

PowerPoint

Excel

Job description

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

At EY, we’re all in to shape your future with confidence.

We’ll 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 to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

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 communications, 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, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream
• Passion for the Wealth Management industry, with a preference toward previous industry experience

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
• 2+years of relevant experience. Preferred experience includes
• Strong experience in Wealth Management (business, operations, or IT)
• 1+ years of consulting, industry and/or service provider experience
• 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
• 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
• 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. experience
• Ability and comfort level researching 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

• 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 $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. 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.

For those living in California, please click here for additional information.

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

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.

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].