Wealth Transformation Director — Hybrid, High-Impact Advisory

EY; Boston (MA); Hybrid; USD 128,400 - 235,300; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY is seeking a Wealth Management Consultant in Boston to lead strategic engagements that shape the future of wealth management for our clients and firm. You will drive transformative projects, blend consulting with industry expertise, and partner with senior stakeholders to deliver measurable outcomes.

You will work in a dynamic, cross-functional team, champion client interests, and expand relationships across the wealth management domain while traveling as needed.

Qualifications

• Bachelor’s degree in business, finance, accounting, CS, 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 exposure is a plus.
• Experience leading technology-enabled business transformations and Agile methods.

Responsibilities

• Lead transformative wealth management projects blending consulting with industry knowledge.
• Build meaningful relationships with senior stakeholders and sponsor client interests.
• Drive operational excellence and performance improvements across diverse engagements.
• Manage project scope, timelines, and budgets with cross-functional teams.

Skills

Communication skills

Stakeholder management

Cross-functional teamwork

Relationship building

Project management

Delivery under budget

Education

Bachelor’s degree (business/finance/Accounting/CS/engineering)

MBA or MS preferred

Tools

MS Office (PowerPoint, Excel)

Job description

EY is seeking a Wealth Management Consultant in Boston to lead strategic engagements that shape the future of wealth management for our clients and firm. You will drive transformative projects, blend consulting with industry expertise, and partner with senior stakeholders to deliver measurable outcomes.

You will work in a dynamic, cross-functional team, champion client interests, and expand relationships across the wealth management domain while traveling as needed.