Wealth Management Transformation Lead

EY; Chicago (IL); Hybrid; USD 128,400 - 235,300; Full time

Benefits offered by this job

Total Rewards package

Medical and dental coverage

Pension/401(k)

Generous paid time off

Job summary

EY is seeking a Wealth Management Consultant to shape client futures, lead transformativ e engagements, and drive operational excellence. You will work with senior stakeholders, guide cross-functional teams, and craft holistic wealth management solutions that align with client objectives.

You will bring 5–9 years of wealth management experience, strong communication, and proven project management, agile skills, and client service excellence.

Qualifications

• Bachelor's degree in business, finance, accounting, CS, engineering or related field.
• MBA/MS preferred for advanced roles.
• 3+ years in consulting, industry or service provider environments.
• 5–9 years of relevant wealth management experience recommended.

Responsibilities

• Lead transformative wealth management projects with strategic consulting and industry knowledge.
• Build relationships with senior stakeholders and inspire cross-functional teams.
• Deliver measurable impact and uphold client interests as trusted advisor.
• Identify disruptive opportunities and craft holistic solutions for clients.

Skills

Strong communication

Relationship management

Cross-functional teamwork

Industry knowledge wealth management

Agile experience

Project management

MS Office (PowerPoint, Excel)

Education

Bachelor's degree in business/finance/related field

MBA or MS preferred

Tools

MS Office (PowerPoint)

MS Excel

Job description

EY is seeking a Wealth Management Consultant to shape client futures, lead transformativ e engagements, and drive operational excellence. You will work with senior stakeholders, guide cross-functional teams, and craft holistic wealth management solutions that align with client objectives.

You will bring 5–9 years of wealth management experience, strong communication, and proven project management, agile skills, and client service excellence.