Wealth Transformation Consultant — Hybrid

EY; St. Louis (MO); Hybrid; USD 128,000 - 235,000; Full time

Benefits offered by this job

Total Rewards package

Hybrid work model

Generous vacation policy

Job summary

EY in the United States seeks a Wealth Management Consultant to shape the future of wealth management for clients and the firm. You will lead transformative projects blending strategic consulting with industry knowledge to drive operational excellence and improve performance across diverse engagements.

Build relationships with senior stakeholders, guide cross-functional teams, and champion client interests to deliver measurable impact.

Qualifications

• Bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred.
• 3+ years of consulting, industry and/or service provider experience.
• 5-9 years of relevant experience. Preferred experience includes:
• 2+ years of experience in a Wealth Management industry role (business, operations, or IT)
• 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
• Experience leading 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 lead and drive strategic initiatives; 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, wealth management operations, data management, etc. experience.
• Ability to research 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

• Shape the future of wealth management for clients and the firm, leading transformative projects.
• Blend strategic consulting expertise with deep industry knowledge to drive operational excellence.
• Analyze market trends, identify disruptive opportunities, and craft holistic solutions.
• Build meaningful relationships with senior stakeholders and lead cross-functional teams.
• Champion client interests and deliver measurable impact while enhancing EY’s reputation.
• Lead technology-enabled business transformations and advocate Agile practices.

Skills

Communication skills

Relationship management

Cross-functional teams

Industry knowledge

Agile experience

Project management

Process improvement

Education

Bachelor’s degree in business/finance/related field

Tools

MS Office (PowerPoint/Excel)

Job description

EY in the United States seeks a Wealth Management Consultant to shape the future of wealth management for clients and the firm. You will lead transformative projects blending strategic consulting with industry knowledge to drive operational excellence and improve performance across diverse engagements.

Build relationships with senior stakeholders, guide cross-functional teams, and champion client interests to deliver measurable impact.