FSO Business Transformation - WAM, Wealth Management Senior

EY; New York (NY); Hybrid; USD 97,000 - 203,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package including health

Job summary

EY is seeking a Wealth Senior Transformation Consultant to lead strategic programs for Wealth Management clients. You will drive operational excellence, partner with senior stakeholders, and guide cross‑functional teams through complex engagements.

The role requires 2+ years in wealth management consulting, strong communication and project management skills, and willingness to travel. A bachelor’s degree is required; MBA preferred.

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. Preferred experience includes wealth management (business, operations, or IT) and consulting
• Strong written and verbal communication, presentation, client service and technical writing skills
• Participation in technology-enabled business transformations and experience with Agile, including requirements, user experience design, product testing, project management

Responsibilities

• Lead transformative projects blending strategic consulting with industry knowledge across wealth management
• Build meaningful relationships with senior stakeholders and inspire cross-functional teams
• Champion client interests and deliver measurable impact on projects
• Ensure high-quality work products within budget and time frames, manage project scopes and requirements

Skills

Communications

Facilitation

Presentation skills

Relationship management

Cross-functional teamwork

Wealth management

Project management

MS Office (PowerPoint, Excel)

Travel readiness

Education

Bachelor’s degree in business/finance/IT

MBA or MS preferred

Tools

PowerPoint

Excel

Agile

Job description

FSO Business Transformation - WAM, Wealth Senior

Location: New York

Other locations: Anywhere in Region

Date: Oct 15, 2026

Requisition ID: 1726266

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

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
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 $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.

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] .

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