Senior Wealth Management Transformation Lead

EY; New York (NY); Hybrid; USD 117,000 - 203,000; Full time

Job summary

EY’s Wealth & Asset Management practice in New York seeks a Wealth Senior Transformation Consultant. You will lead projects merging strategic consulting with wealth industry knowledge, delivering operational excellence and client value.

You will build relationships with senior client stakeholders, guide cross-functional teams, and drive innovations while maintaining project discipline and quality. The role requires travel and in-person work part-time in EY offices.

Qualifications

• Bachelor’s degree in business, finance, accounting, computer science, engineering, or related field.
• 2+ years of relevant wealth management or consulting experience.
• Strong written and verbal communication, client service, and technical writing skills.
• Proficiency in MS Office, especially PowerPoint and Excel.
• Willingness to travel and work in EY offices/client sites 3 days a week.

Responsibilities

• Lead transformative wealth management projects blending consulting expertise with industry knowledge.
• Analyze market trends, identify disruptive opportunities, and craft holistic client solutions.
• Build meaningful relationships with senior stakeholders and inspire cross-functional teams.
• Deliver high-quality work products within time frames and budget.

Skills

Client relationship management

Executive communications

Project management

Wealth management knowledge

Agile experience

Stakeholder management

Education

Bachelor's degree or MBA

Tools

MS Office

PowerPoint

Excel

Job description

EY’s Wealth & Asset Management practice in New York seeks a Wealth Senior Transformation Consultant. You will lead projects merging strategic consulting with wealth industry knowledge, delivering operational excellence and client value.

You will build relationships with senior client stakeholders, guide cross-functional teams, and drive innovations while maintaining project discipline and quality. The role requires travel and in-person work part-time in EY offices.