Wealth Management Transformation Consultant – Hybrid

EY; St. Louis (MO); Hybrid; USD 97,000 - 178,000; Full time

Job summary

EY in New York/other cities seeks a Wealth Management Consultant to lead strategy-driven engagements, combining industry knowledge with transformation expertise. You will build trusted executive relationships, drive operational excellence, and shape solutions for diverse client challenges.

You’ll work in a collaborative, client-facing environment with a focus on delivery, innovation, and continuous improvement across Wealth Management initiatives. A hybrid in-person schedule is expected.

Qualifications

• Bachelor's degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred.
• 2+ years of relevant experience. Preferred experience includes
• 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, including, but not limited to, business requirements, user experience design, product testing, project management, etc.
• Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks
• Ability to synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers
• Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc. experience
• Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
• A willingness to work in person (EY office and/or client site) 3 days a week
• A willingness to travel to meet client needs and a valid driver's license and passport required
• Proficiency in MS Office, particularly PowerPoint and Excel

Responsibilities

• Lead transformative projects blending strategic consulting with deep industry knowledge.
• Analyze market trends, identify opportunities, and craft holistic wealth-management solutions.
• Build relationships with senior stakeholders, inspiring cross-functional teams and fostering innovation.
• Champion client interests to deliver measurable impact and strengthen EY's trusted-advisor reputation.
• Ensure projects align with timelines and budgets and communicate progress clearly.
• Work in EY's hybrid model and travel as needed to meet client needs.

Skills

Strong communications facilitation and

Relationship management with senior

Cross-functional teamwork

On-time high-quality deliverables

Agile and tech-enabled transformations

Process improvement mindset

Executive synthesis of complex info

On-site 3 days/week

Willingness to travel with license

MS Office (PowerPoint and Excel)

Education

Bachelor’s degree in business/finance/Accounting/CS/engineering

MBA or MS degree preferred

Tools

PowerPoint

Excel

Job description

EY in New York/other cities seeks a Wealth Management Consultant to lead strategy-driven engagements, combining industry knowledge with transformation expertise. You will build trusted executive relationships, drive operational excellence, and shape solutions for diverse client challenges.

You’ll work in a collaborative, client-facing environment with a focus on delivery, innovation, and continuous improvement across Wealth Management initiatives. A hybrid in-person schedule is expected.