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EY Consultant - Strategy and Business Transformation – Wealth Management - Manager in Boston, Massachusetts

Consultant - Strategy and Business Transformation – Wealth Management - Manager


Requisition # UNI00I2B

Post Date 1 day ago

EY is the only professional services firm with a separate business unit (FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

The opportunity

Our Wealth and Asset Management Advisory business unit is seeking team members with experience in product management. Your time will be dedicated to the Wealth and Asset Management business, helping firms bring their products and initiatives to market, adapt to meet regulatory requirements and keep pace with the competitive landscape. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You’ll be given all the skills, knowledge and opportunities to progress in your career and build a better working world for our people, our clients and the communities that support us.

Your key responsibilities

Building relationships is the key. You will help client engagement teams deliver new products, features, and initiatives in an iterative and agile approach. As you build knowledge and experience, you’ll become a credible advisor to junior consultants within the organization, as well as your clients, helping them accelerate the delivery of products and services to their users.

Skills and attributes for success:

  • Ability to stay abreast of current business and industry trends relevant to the clients business

  • Ability to foster relationships with client personnel at appropriate levels and to consistently deliver quality client services

  • Ability to think through complex problems and effectively communicate problems and potential solutions to the client and colleagues

  • Constant development of your understanding of current market trends and processes, and sharing your knowledge to develop junior colleagues

  • Understanding of our clients’ unique ambitions and needs and the ability to refer them to colleagues in other teams and areas to broaden our business relationships where possible

  • Ability to employ a client-centric view of wealth management to help understand the problems facing clients and the appropriate solutions

  • Understanding of the tools, processes and applications used by financial advisors and their clients

  • Passion for teaching our clients new methods and ways of working

  • Strong communication skills in the context of product/feature teams; the ability to identify improvement opportunities in a client’s operating model to execute more effectively

To qualify for the role, you must have:

  • Experience leading agile teams to deliver the road map through sprint cycles, breaking down the product road map into prioritized epics and features

  • Experience breaking down features into executable user stories that include detailed acceptance criteria written in Gherkin format

  • Experience in leading the ideation, prioritization, development, launch, and analysis of products and/or features

  • Experience working cross-functionally with designers, engineers, test engineers and other product managers; the ability to set and manage expectations through effective written and oral communications

  • Experience using common project management tools (JIRA, Confluence, Trello, etc.)

  • Experience defining, communicating and tracking metrics for success (OKRs and KPIs)

  • Experience working at a professional services firm or financial services company, or comparable experience working as an advisor to a financial services company

  • Experience working in a wealth management firm, private bank, investment management firm or capital markets firm, or as a consultant in one of these companies

  • A willingness to travel to meet client needs (up to 90% of your time);valid drivers license and passport required

Ideally, you’ll also have:

  • Prior experience working for a Fintech or financial software company

  • Prior consulting experience with a Big Four firm or large global financial institution and/or

  • Prior experience operating in a traditional development framework (i.e., waterfall) in addition to Agile

  • Prior experience in product design or product development

What we look for

We’re interested in highly motivated talented individuals with a strong willingness to think outside of the box. You can expect plenty of autonomy in this role, so you’ll need the motivation to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you’re serious about consulting and ready to take on some of our clients’ most complex issues, this role is for you.

What working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, a minimum of 18 days of paid time off plus 12 observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support and coaching from some of the most engaging colleagues in the industry

  • Opportunities to develop new skills and progress your career

  • The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Make your mark. Apply today.

EY provides equal employment opportunities toapplicants and employees without regard to race, color, religion, age, sex,sexual orientation, gender identity/expression, national origin, protectedveteran status, disability status, or any other legally protected basis, inaccordance with applicable law.