Senior Wealth Management Transformation Consultant

Socket.dev; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

EY focuses on wealth management consulting and helps clients shape future strategies in a globally connected environment. As a Wealth Management Consultant, you will lead transformational projects that blend strategic consulting with industry knowledge, driving operational excellence across diverse engagements.

Your role includes building relationships with senior stakeholders, guiding cross-functional teams, and delivering high-quality work within timelines.

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
• Strong experience in Wealth Management (business, operations, or IT)
• 1+ years of consulting, industry and/or service provider experience
• Performance Improvement / Operations 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
• Process improvement mindset to identify inefficiencies and automate repetitive tasks
• Ability to synthesize complex information for executive audiences
• Project planning, status reporting, RAID logs, BPRs, requirements gathering, etc.

Responsibilities

• Lead transformative wealth management projects delivering operational excellence
• Build relationships with senior stakeholders and sponsor client initiatives
• Drive project scoping, sizing, and cross-functional delivery
• Analyze market trends and identify disruptive opportunities
• Support business transformations using Agile methodologies

Skills

Strong communication skills

Relationship management

Cross-functional teamwork

Quality delivery

Project delivery

Wealth Management knowledge

Problem solving

Education

Bachelor's degree in business, finance, accounting, computer science, engineering, or related field

MBA or MS degree preferred

Tools

MS Office

PowerPoint

Excel

Job description

EY focuses on wealth management consulting and helps clients shape future strategies in a globally connected environment. As a Wealth Management Consultant, you will lead transformational projects that blend strategic consulting with industry knowledge, driving operational excellence across diverse engagements.

Your role includes building relationships with senior stakeholders, guiding cross-functional teams, and delivering high-quality work within timelines.