Wealth Management Transformation Lead

EY; Boston (MA); Hybrid; USD 97,300 - 178,300; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package

Job summary

EY in the United States is seeking a Wealth Management Consultant to shape the future for clients and the firm. You will lead transformative projects that blend strategic consulting with deep industry knowledge, driving operational excellence across complex engagements.

Build senior stakeholder relationships, inspire teams, and deliver measurable impact while expanding EY's trusted advisory role. This role requires in-person collaboration 3 days a week, willingness to travel, and a strong

Qualifications

• Bachelor’s degree in business, finance, accounting, CS, or engineering; MBA/MS preferred.
• 4–6 years of relevant experience.
• Wealth Management experience preferred (business/ops/IT).
• 3+ years of consulting, industry, and/or service provider experience.
• Strong written and verbal communication, client service and technical writing skills.

Responsibilities

• Lead transformative wealth management projects blending consulting expertise with industry knowledge.
• Analyze market trends, identify opportunities, and craft holistic solutions.
• Build senior stakeholder relationships and inspire cross-functional teams.
• Deliver measurable impact and strengthen EY's trusted advisory relationships.

Skills

Strong communications

Stakeholder management

Cross-functional teamwork

Client relationship building

Project delivery

Wealth Management experience

Education

Bachelor's degree in business, finance, accounting, CS or engineering

MBA or MS preferred

Tools

MS Office

Job description

EY in the United States is seeking a Wealth Management Consultant to shape the future for clients and the firm. You will lead transformative projects that blend strategic consulting with deep industry knowledge, driving operational excellence across complex engagements.

Build senior stakeholder relationships, inspire teams, and deliver measurable impact while expanding EY's trusted advisory role. This role requires in-person collaboration 3 days a week, willingness to travel, and a strong