Wealth & Asset Management - Financial Services - Technology Consulting - Senior

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Senior – Technology Consulting– 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, Insurance, and Real Estate, Hospitality and Construction. 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

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.

 

EY Consulting’s Wealth Management practice is a unique, industry-focused business unit that provides technology consulting services to asset and wealth management firms and services providers.  We partner with project teams within the sector to support clients in defining and implementing technology solutions to enhance and expand current operations. Assist in providing comprehensive technology solutions that enable asset and wealth management firms to enhance business performance through strategic technology initiatives. Participate in technology strategy and enablement, front and back-office platform assessment, and information management services and security. Assist in creating thought leadership and recommendations to the management based on technology and process best practices. Develop and maintain long-term client relationships and networks. Manage risk in the delivery of quality client services.  

 

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
• Partnering with senior practitioners to 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

• Ability to stay abreast of current business and industry trends relevant to the client's business
• Ability to foster relationships with client personnel at appropriate levels and to consistently deliver quality client services
• Ability to think throu