Wealth Management Transformation Lead

EY; Charlotte (NC); Hybrid; USD 128,400 - 235,300; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

401(k)

Total rewards package

Job summary

EY seeks a Wealth Management Consultant to shape the future of wealth management for clients and the firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence across diverse engagements.

Your passion for wealth management will help build meaningful relationships with senior stakeholders, inspire cross-functional teams, and deliver measurable client impact in a flexible EY hybrid workplace.

Qualifications

• Bachelor's degree in business, finance, accounting, computer science, engineering or related field; MBA/MS preferred.
• 3+ years of consulting, industry and/or service provider experience.
• 5-9 years of relevant experience; wealth management industry experience preferred.
• Experience leading technology-enabled transformations and Agile practice exposure.
• Strong written and verbal communication, client service and technical writing skills.

Responsibilities

• Lead transformative wealth management projects blending strategic consulting with industry knowledge.
• Drive operational excellence and performance improvement across diverse engagements.
• Build relationships with senior stakeholders and inspire cross-functional teams.
• Champion client interests and deliver measurable impact while expanding advisory scope.

Skills

Communication

Client relationship management

Cross-functional teamwork

Project management

Strategic thinking

Education

Bachelor's degree in Business, Finance, Accounting, Computer Science, Engineering

MBA or MS degree preferred

Tools

PowerPoint

Excel

MS Office

Job description

EY seeks a Wealth Management Consultant to shape the future of wealth management for clients and the firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence across diverse engagements.

Your passion for wealth management will help build meaningful relationships with senior stakeholders, inspire cross-functional teams, and deliver measurable client impact in a flexible EY hybrid workplace.