Wealth Transformation Lead - Strategy & Delivery (Hybrid)

EY

New York (NY)

On-site

USD 128,400 - 267,400

Full time

14 days+
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Benefits offered by this job

Hybrid work model
Competitive compensation & benefits

Job summary

EY is seeking a Wealth Management Consultant to help shape the future of wealth management for clients and the firm. You will lead transformative projects, analyze market trends, and craft holistic solutions that address client challenges while fostering a culture of innovation and continuous improvement.

You will build meaningful relationships with senior stakeholders, mentor cross‑functional teams, and drive measurable impact, reinforcing EY’s reputation as trusted advisors in wealth

Qualifications

  • Bachelor’s degree in business, finance, accounting, CS, engineering or related field
  • MBA or MS degree preferred
  • 3+ years of consulting, industry and/or service provider experience
  • 5-9 years of relevant experience with experience leading technology-enabled transformations and Agile

Responsibilities

  • Lead transformative projects blending strategic consulting with industry knowledge
  • Analyze market trends and craft holistic wealth management solutions
  • Build relationships with senior stakeholders and lead cross-functional teams
  • Drive operational excellence and performance improvement across engagements

Skills

Communication
Stakeholder management
Cross-functional teams
Client relationship
Project leadership
Requirements scoping

Education

Bachelor's degree in business, finance, accounting, computer science, engineering
MBA or MS degree preferred

Tools

MS Office
PowerPoint
Excel

Job description

EY is seeking a Wealth Management Consultant to help shape the future of wealth management for clients and the firm. You will lead transformative projects, analyze market trends, and craft holistic solutions that address client challenges while fostering a culture of innovation and continuous improvement.

You will build meaningful relationships with senior stakeholders, mentor cross‑functional teams, and drive measurable impact, reinforcing EY’s reputation as trusted advisors in wealth

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