Senior Financial Services Transformation Consultant

EY; Boston (MA); On-site; USD 97,000 - 178,000; Full time

Job summary

EY seeks a Senior Consultant to join our Business Transformation and Growth team in the Financial Services Organization. You will help clients transform operating models, processes, and technology in life, annuity, and group product lines, while leveraging AI, cloud, and analytics.

Travel to client sites is expected as engagements demand. You will gain exposure to product development, sales, underwriting, policy administration, servicing and claims, and you will present findings to client

Qualifications

• Bachelor's degree in Computer Science, MIS, Engineering, Business, Economics, or related disciplines
• Minimum of 3 years of consulting and/or industry experience in financial services
• Strong oral and written communication skills including executive presentation skills
• Experience assessing and improving business processes, systems, and associated technologies
• Understanding of financial services products and the operations processing lifecycle
• Experience documenting operating models and business processes
• Travel to client sites, as necessary

Responsibilities

• Consistently deliver high-quality client services across engagements
• Redesign and modernize core functions (sales, underwriting, new business, policy administration, claims)
• Document current- and future-state operating models and business processes
• Communicate complex issues clearly and build relationships with client personnel at appropriate levels
• Monitor progress, manage risk, and inform stakeholders on engagement progress
• Stay abreast of industry trends and apply domain knowledge to client problems
• Present key findings to client and EY leadership
• Develop a strong personal brand with team assets and viewpoints for client solutions
• Follow professional standards and firm policies
• Contribute to proposals and business development, including client materials and pricing inputs

Skills

Consulting experience

Financial services knowledge

Communication skills

Process improvement

Education

Bachelor's degree in relevant field

Tools

CRM systems

Policy administration

Underwriting tools

Job description

EY seeks a Senior Consultant to join our Business Transformation and Growth team in the Financial Services Organization. You will help clients transform operating models, processes, and technology in life, annuity, and group product lines, while leveraging AI, cloud, and analytics.

Travel to client sites is expected as engagements demand. You will gain exposure to product development, sales, underwriting, policy administration, servicing and claims, and you will present findings to client