Wealth Management Platform Lead — Agile Transformation

EY; New York (NY); On-site; USD 123,000 - 205,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) plan

Flexible vacation policy

Job summary

EY is seeking a Wealth Management Senior in New York to help implement and localize leading wealth management platforms and improve advisor, client, and operations experiences. You will work across business and technology teams to drive platform transformation and regulatory alignment.

Responsibilities include gathering requirements, supporting design workshops, testing, and coordinating with vendors and client stakeholders to deliver value across advisory, trust, custody, and client servicing

Qualifications

• Bachelor's degree required or equivalent experience in business, finance, economics, information systems, CS, engineering.
• MBA or MS degree preferred.
• 3+ years related experience in financial services or wealth management context.
• Experience in Wealth Management operations and Agile delivery.

Responsibilities

• Support Wealth Management Platform localization using an Agile approach.
• Gather and document business requirements, user stories and acceptance criteria.
• Facilitate workshops with business and technology stakeholders.
• Support backlog management, sprint planning, testing and validation.
• Collaborate to enhance platform roadmap and translate requirements into specs.

Job description

EY is seeking a Wealth Management Senior in New York to help implement and localize leading wealth management platforms and improve advisor, client, and operations experiences. You will work across business and technology teams to drive platform transformation and regulatory alignment.

Responsibilities include gathering requirements, supporting design workshops, testing, and coordinating with vendors and client stakeholders to deliver value across advisory, trust, custody, and client servicing