FSO, Business Consulting - Studio & Marketing Transformation - Manager

The Opportunity

As a Manager in EY’s Studio+ Marketing Transformation practice, you will help Financial Services organizations transform how they engage customers, advisors, intermediaries, and stakeholders across the marketing value chain. Serving clients across Wealth & Asset Management (WAM), Banking & Capital Markets (BCM), and Insurance (INS), you will combine industry knowledge, marketing transformation expertise, and emerging AI capabilities to deliver innovative, growth-focused solutions.

 

Your Key Responsibilities

• Lead marketing transformation engagements across strategy, operating model design, marketing operations, performance measurement, and marketing forecasting.

• Advise Financial Services clients on B2B, B2C, and B2B2C marketing models, including ABM, customer acquisition, retention, loyalty, onboarding, cross-sell, advisor enablement, broker distribution, and embedded distribution strategies.

• Bring leading-edge perspectives on Generative Engine Optimization (GEO), AI-powered personalization, agentic marketing, and modern measurement approaches.

• Integrate AI-enabled marketing technologies into client solutions and internal delivery methodologies.

• Manage engagement delivery, including quality, financial performance, and risk management.

• Build and maintain trusted client relationships and identify opportunities to expand EY’s impact and value.

• Coach and develop junior team members while contributing to thought leadership and proposal efforts.

 

Skills and Attributes for Success

Deep understanding of Financial Services, strong stakeholder management, executive communication, AI-enabled marketing, and the ability to translate complex business challenges into transformation strategies.

 

To Qualify for the Role, You Must Have

• Bachelor’s degree; MBA or Master’s degree preferred.

• 5+ years of experience in marketing consulting, marketing transformation, or Financial Services marketing.

• Experience within Wealth & Asset Management, Banking & Capital Markets, and/or Insurance sectors.

• Expertise in at least three of: Marketing Strategy, Marketing Operating Model, Marketing Operations, Performance Measurement, or Marketing Forecasting.

• Experience supporting B2B, B2C, and/or B2B2C marketing initiatives.

• Hands-on experience leveraging AI tools and technologies to enhance client outcomes and productivity.

• Familiarity with GEO, AI-driven marketing, agentic marketing, and next-generation measurement approaches.

• Willingness to travel up to 50–80%.

 

Ideally, You'll Also Have

• Experience within a leading Financial Services institution, agency, or consulting organization.

• Experience leading cross-functional teams in a studio, agency, consulting, or transformation environment.

• Experience designing or implementing AI-enabled marketing use cases, including generative content, AI agents, and AI-driven personalization.

• Exceptional executive presence, presentation, and storytelling capabilities.

 

What We Look For

Innovative and collaborative leaders who can simplify complexity, bring a forward-looking perspective on marketing transformation in Financial Services, and deliver measurable results at the intersection of strategy, creativity, data, technology, and AI.