Financial Services Tech Consulting Manager - WAM, Asset Management - Aladdin

EY; Charlotte (NC); On-site; USD 142,600 - 261,500; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Job summary

EY is seeking a Senior Aladdin Platform Lead in the United States to design, implement, and support cutting-edge investment management solutions powered by the Aladdin platform. You will own end-to-end deployments, collaborate with technology and business teams, and guide strategic platform initiatives in a fast-growing financial services environment.

This role requires 3+ years of Aladdin experience, strong leadership, and ability to translate complex technology topics into business language.

Qualifications

• Bachelor's degree in a related field; MBA/MS preferred.
• 5+ years in financial services or advisory to financial services.
• 3+ years hands-on Aladdin experience.
• Experience leading Aladdin implementations.
• Strong communication, client service and technical writing skills.
• Willingness to travel and hold a valid passport and driver's license.

Responsibilities

• Define overall project plan and lead multiple Aladdin implementations end-to-end.
• Lead BlackRock migration and environment readiness activities.
• Define Aladdin/Data Cloud implementation roadmap and data quality initiatives.
• Configure platform, compliance rules, workflows, and integration points.
• Create/use-case catalogue from client-provided use-cases.
• Coordinate governance reports and issue tracking with ACT teams.
• Mentor a team of business analysts and drive cross-functional communication.
• Promote best practices in system configuration and delivery methodologies.

Skills

Leadership

Project management

Client relations

Communication

Technical writing

Education

Bachelor's degree in CS/Engineering/Accounting/Finance

MBA or MS preferred

Tools

Aladdin

Aladdin Data Cloud

Snowflake

Power BI

Tableau

SQL

Job description

Location: New York, Boston, Charlotte, Chicago, Philadelphia, Washington

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

You will leverage your extensive BlackRock Aladdin expertise to design, implement, and support cutting‑edge investment management solutions. Collaborating with cross‑functional teams, you will configure innovative workflows, manage seamless integrations, and ensure a smooth transition to the Aladdin platform, all while maintaining peak operational efficiency and compliance alignment. Your deep technical knowledge of Aladdin, combined with strategic leadership, will drive multiple high‑impact implementation projects across trading, compliance, portfolio management, and post‑trade functions.

As a platform owner and delivery leader, you will partner with senior stakeholders across technology and business teams to ensure Aladdin solutions are robust, scalable, and perfectly aligned with the firm’s strategic vision. This role blends hands‑on project leadership with the opportunity to shape the long‑term roadmap within a dynamic and rapidly growing investment organization.

Your Key Responsibilities

• Define overall project plan and lead multiple Aladdin implementation and enhancement projects end‑to‑end, from requirements through deployment and stabilization
• Lead BlackRock migration activities including environment readiness, data migration, regression testing and coordinating with infrastructure teams
• Define the Aladdin and Aladdin Data Cloud implementation roadmap, prioritizing initiatives that improve efficiency, data quality and compliance
• Drive and oversee Aladdin platform configuration, compliance rule setup, workflows, and integration points across modules
• Document BlackRock Client provided use‑cases into a use‑case catalogue
• Review asset class workflows provided by BlackRock Client to support organization of asset class prioritization plans within the Project Plan
• Assist BlackRock with creating/maintaining project key issue tracker to log & triage issues, liaising with Aladdin Client Transformation (ACT) teams to coordinate and drive for issue resolution
• Assist BlackRock with Governance reports (including status meeting updates, upcoming period deliverables, past due project items, percent task completion, and identifying responsible parties)
• Project Closure Report including BlackRock Client sign offs of the deliverables at the end of the project
• Manage a team of business analysts, providing mentorship, technical guidance and professional development opportunities
• Lead cross‑functional communication between front, middle and back‑office teams, translating complex technical topics into clear business language
• Promote best practices in system configuration, change management and delivery methodology ensuring consistent project execution across teams
• Stay current on Aladdin product enhancements, new modules and industry trends to proactively identify opportunities for system improvement and automation

Skills And Attributes For Success

Collaborate with client technology professionals and strategic third‑party alliances to deliver cutting‑edge technology solutions. Drive engagement management, execute projects seamlessly, and build strong client relationships while ensuring top‑notch reporting and management.

To qualify for the role you must have

• A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
• Your degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
• A minimum of 5+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
• Experience working in a Hedge Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies
• 3+ years of hands‑on Aladdin experience
• Demonstrated experience leading and supporting Aladdin implementations
• Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
• Strong communication, presentation, client service and technical writing skills
• Comfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
• Strong experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies
• Must possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture
• Willingness and ability to travel, you must hold a passport and a valid drivers license

Experience in the following areas:

• Aladdin
• Aladdin Accounting
• eFront
• Aladdin Data Cloud
• Snowflake
• Business intelligence tools e.g. Power BI, Tableau and SQL
• Definition and design of business and technical requirements
• System design, selection and implementation support
• Data mapping and conversion
• Proof of concept
• Quality assurance and testing
• Business and IT process reengineering
• Program/project management and implementation planning (PMO)
• Management reporting enhancement
• Enterprise application integration
• Package Implementation
• Reconciliation redesign or improvement

What We Look For

We’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re serious about advising the leading Wealth and Asset Managers in the market 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. Learn more.

• 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 $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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.

Are you ready to shape your future with confidence?

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].