Senior Wealth Management Platform Transformation Lead

EY; Chicago (IL); On-site; USD 103,000 - 190,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Job summary

EY in the United States is seeking a Wealth Management Platform Analyst to localize and transform the advisor, client, and operations experience. You will work with business and technology teams to define requirements, support platform enhancements, and help drive the roadmap across advisory, trust, custody, trading, and client servicing capabilities.

The role demands strong analytical, written and verbal communication, and experience in Agile delivery within wealth management environments.

Qualifications

• Bachelor's degree and 3+ years of related work experience.
• 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.
• 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.
• 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.

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

Analytical thinking

Communication

Problem solving

Stakeholder management

Education

Bachelor's degree

MBA or MS preferred

Tools

Charles River Everywhere

Charles River Anywhere

FNZ Wealth Platform

Job description

EY in the United States is seeking a Wealth Management Platform Analyst to localize and transform the advisor, client, and operations experience. You will work with business and technology teams to define requirements, support platform enhancements, and help drive the roadmap across advisory, trust, custody, trading, and client servicing capabilities.

The role demands strong analytical, written and verbal communication, and experience in Agile delivery within wealth management environments.