FSO, Business Transformation WAM 1

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Senior Manager – Business Transformation – Wealth Management

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! 

 

The opportunity

EY Consulting's Wealth Management practice is a unique, industry-focused business unit that provides consulting services including customer and business strategy, business transformation, and digital product management. The team leverages deep industry experience with strong functional capability and product knowledge to help our clients navigate a new age of disruption. With a client base that includes financial institutions, FinTechs, and other capital markets participants, there's tremendous potential for growth – and we're prepared to tap into that potential.  

The modern Wealth Management industry has been shaped by disruptive forces from pricing pressure and new market entrants to a need for refreshed distribution strategies in the face of shifting customer preferences. Our clients are seeking to redefine the value of the services they provide and answers to bold questions leading to new strategies, more efficient operations, and accelerated growth. We advise our clients on whether they should make investments in digital platforms and partnerships, how to answer difficult post-merger integration questions, how behavioral science and finance can be leveraged to influence customer decisions, how big data and AI will impact their business, how they can build a client-centric ecosystem to meet all consumer financial wellness needs, and much more. 

 

Your key responsibilities

• Working in and leading a collaborative team, managing relationships and feedback, and aligning goals and expectations among direct reports, peers, project leads, and senior managers/partners
• Developing subject matter expertise across the wealth management sector
• Conducting primary and secondary research to develop transformative go-to-market strategies and roadmaps including competitive benchmarking, customer experience/journeys and segmentation, FinTech M&A and integration, and market entry
• Supporting clients in building industry leading solutions utilizing Agile methodologies across the product development lifecycle from ideation to implementation; working cross functionally with User Experience/Design and Technology businesses
• Develop industry defining thought leadership to form EY's perspective on disruptive topics in Wealth Management such as digital marketing, financial wellness, sustainability and ESG, behavioral science, and AI driven robo-advisor tools 

 

Skills and attributes for success:

• Stay abreast of current business and industry trends relevant to the client's business
• Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services.
• Drive high-quality work products within expected timeframes and on budget.
• Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
• Understanding our clients