Wealth Platform Lead - Agile Transformation

EY; Philadelphia (Philadelphia County); Vor Ort; USD 103.000 - 188.000; Vollzeit

Benefits dieser Stelle

Medical and dental coverage

Pension and 401(k)

Paid time off

Flexible vacation policy

Zusammenfassung

EY is seeking a Wealth Management Platform Transformation professional to support localization, configuration and enhancements of leading wealth platforms. You will work across business and technology teams to drive platform transformation, improve efficiency, strengthen regulatory alignment and elevate the client experience.

You will define requirements, support roadmap initiatives across advisory, trust, custody, trading and client servicing capabilities, and collaborate with vendors to ensure

Qualifikationen

• Bachelor’s degree in business, finance, economics, information systems, CS, or engineering; MBA/MS preferred.
• Approximately 2–3 years in wealth management or related advisory/financial services.
• Experience with wealth management platform transformation, localization, implementation, or enhancement.

Aufgaben

• Support wealth management platform localization using an Agile delivery approach.
• Gather and document business requirements, user stories and acceptance criteria.
• Facilitate requirements and design workshops with business and tech stakeholders.
• Support backlog management, sprint planning, testing and business validation.
• Collaborate with client to enhance platform roadmap.
• Translate business requirements into functional specs and platform capabilities.
• Support data analysis, system testing, defect management and UAT.
• Partner with third-party vendors and implementation teams for delivery.
• Collaborate across business, operations, product and tech teams on platform transformation.

Kenntnisse

Analytical skills

Problem-solving

Communication skills

Stakeholder management

Agile delivery

Cross-functional collaboration

Client-facing

Product management

Business analysis

Ausbildung

Bachelor’s degree or MBA preferred

Tools

Charles River Everywhere (CRE)

Charles River Anywhere (CRA)

FNZ Wealth Platform

Jobbeschreibung

EY is seeking a Wealth Management Platform Transformation professional to support localization, configuration and enhancements of leading wealth platforms. You will work across business and technology teams to drive platform transformation, improve efficiency, strengthen regulatory alignment and elevate the client experience.

You will define requirements, support roadmap initiatives across advisory, trust, custody, trading and client servicing capabilities, and collaborate with vendors to ensure