Financial Services Technology Consulting, WAM - Wealth Management Senior

EY; Boston (MA); On-site; USD 103,000 - 205,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) plan with contributions

Paid time off

Job summary

EY is seeking a Wealth Management Platform Transformation Specialist to support localization, implementation, and enhancement of leading wealth management platforms. You will work across business and technology to drive platform modernization and improve advisor, client, and operational experiences.

The role requires strong business analysis, Agile delivery experience, and the ability to partner with clients, vendors, and internal teams across advisory, trust, custody, and client servicing

Qualifications

• Bachelor's degree and approximately 3 years of related work experience in a financial services context.
• Experience in Wealth Management or related advisory environments and understanding of platform transformations.
• Proficiency with Agile delivery methodologies and ability to work across business and technology teams.

Responsibilities

• Support Wealth Management Platform localization using an Agile delivery approach.
• Gather and document business requirements, user stories and acceptance criteria with stakeholders.
• Facilitate requirements and design workshops with business and technology teams.
• Support backlog management, sprint planning, testing and business validation activities.
• Collaborate with clients to enhance platform roadmaps and translate requirements into functional specs.
• Assist in data analysis, system testing and defect management.
• Coordinate with third-party vendors and implementation teams for project delivery.
• Contribute to project deliverables, status reporting and implementation support.

Skills

Analytical skills

Communication

Stakeholder management

Agile delivery

Business analysis

Education

Bachelor's degree

MBA or MS preferred

Tools

Charles River Everywhere (CRE)

Charles River Anywhere (CRA)

Job description

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

This role offers a unique opportunity to support the implementation, localization, configuration and enhancement of leading Wealth Management platforms while helping clients modernize advisor, client and operational experiences. Working across business and technology teams, you will help drive platform transformation initiatives that improve operational efficiency, strengthen regulatory alignment and enhance the overall wealth management client experience.

The role requires a strong understanding of Wealth Management operations, business analysis and Agile delivery methodologies. You will work closely with stakeholders to define requirements, support platform enhancements, facilitate testing activities and contribute to strategic platform roadmap initiatives across advisory, trust, custody, trading and client servicing capabilities.

Your Key Responsibilities

• Support Wealth Management Platform U.S. localization using an Agile delivery approach.
• Gather and document business requirements, user stories and acceptance criteria in collaboration with business subject matter experts.
• Facilitate requirements and design workshops with business and technology stakeholders.
• Support backlog management, sprint planning, testing and business validation activities.
• Collaborate with the client to enhance the platform roadmap.
• Assist in translating business requirements into functional specifications and platform capabilities.
• Support data analysis, system testing, defect management and user acceptance testing activities.
• Partner with third-party technology vendors and implementation teams to support successful project delivery.
• Collaborate across business, operations, product and technology teams to support wealth platform transformation initiatives.
• Contribute to project deliverables, status reporting, issue tracking and implementation support activities.

Skills And Attributes For Success

Team with client technology professionals and third-party strategic alliances to support the implementation and enhancement of wealth management technology solutions. Demonstrate strong analytical, communication, problem-solving and stakeholder management skills while working in a fast-paced Agile delivery environment.

To qualify for the role you must have

• A bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience.
• A degree in business, finance, economics, information systems, computer science, engineering or a related field; MBA or MS degree preferred.
• Approximately 2-3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company.
• Experience working within Wealth Management, Private Banking, Trust, Broker-Dealer, Registered Investment Advisor or Financial Services Consulting environments.
• Experience supporting Wealth Management platform transformation, localization, implementation or enhancement initiatives.
• Experience gathering and documenting business requirements, user stories, process flows and acceptance criteria.
• Knowledge of Agile delivery methodologies, including backlog management, sprint planning, testing and business validation.
• Demonstrated ability to partner with technology advisors through the technology life cycle, including requirements definition, design, development, implementation, conversion and testing.
• Strong communication, presentation, client service and technical writing skills.
• Comfort researching client inquiries and emerging issues, including regulations, industry practices and new technologies.
• Ability to collaborate effectively with business stakeholders, technology teams, third-party vendors and implementation partners.
• Willingness and ability to travel; candidate must possess a passport and a valid driver's license.

Preferred Experience

• Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) platforms preferred.
• Experience with the FNZ Wealth Platform, including implementations, platform enhancements, product support or transformation initiatives. Resources may be located across the U.S. and Canada.
• Wealth Management, Trust and Wealth Platform experience.
• Strong Agile delivery, product management and business analysis skills.
• Experience defining capabilities, features, business requirements, user stories and acceptance criteria.
• Proven ability to work with third-party technology vendors and implementation partners.
• Knowledge of Wealth Management capabilities and processes specific to the U.S. market, including trading and custody, regulatory reporting and performance reporting.

Experience In The Following Areas

• Wealth Management platforms
• Charles River Everywhere (CRE) and Charles River Anywhere (CRA)
• FNZ Wealth Platform
• Wealth Management, Trust and Advisory operations
• Agile delivery and product management
• Business analysis and requirements definition
• Capability and feature definition
• User stories and acceptance criteria
• Backlog management and sprint planning
• System design, selection and implementation support
• Data mapping and conversion
• Quality assurance, testing and business validation
• Business and IT process reengineering
• Program/project management and implementation planning
• Enterprise application integration
• Platform localization and package implementation

What We Look For

We're interested in professionals with a passion for Wealth Management transformation and a desire to help leading wealth management organizations modernize their platforms and operating models. You should possess strong analytical and problem-solving capabilities, the ability to work effectively across business and technology teams, and the initiative to identify opportunities for improvement. If you're excited about helping shape the future of Wealth Management technology and advising clients on complex transformation initiatives, this role is for you.

What We Offer You

At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture.

• 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 is:
• New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $122,900 to $204,900
• Bay Area California offices – $128,100 to $213,400
• All other offices locations in the US, including Sacramento – $102,500 to $187,900
• Individual salaries within these 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.
• 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 | 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.

All in to shape the future with confidence.

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].