Business Transformation Manager

4 weeks ago


Boston, United States Massachusetts Staffing Full time

Business Transformation, Wealth ManagerAt EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.The OpportunityAs a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients' most pressing challenges. Your passion for the wealth management industry will be central as you build meaningful relationships with senior stakeholders, inspire cross-functional teams, and foster a culture of innovation and continuous improvement. You will champion client interests, ensuring that each project not only delivers measurable impact but also strengthens our reputation as trusted advisors.Skills and Attributes for SuccessTo qualify for the role, you must have:Strong communication, facilitation, and presentation skillsAbility to manage and establish trusted relationships with senior client stakeholdersDemonstrate the ability to effectively perform in cross-functional teamsUnderstanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possibleDrive high-quality work products within expected time frames and on budgetProject delivery skills including the ability to scope/size a project, manage a team with the appropriate skill set, provide subject matter experience, and manage in the delivery of an engagement workstreamAdditionally, you should have:A bachelor's degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred3+ years of consulting, industry and/or service provider experience5-9 years of relevant experience. Preferred experience includes 2+ years of experience in a Wealth Management industry role (business, operations, or IT)Performance Improvement / Operations experienceProject Manager / Work stream lead experienceStrong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the wealth management areaExperience leading technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc.Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasksAbility to lead and drive strategic initiatives; synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makersProject planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, wealth management operations, data management, etc. experienceAbility to research client inquiries and emerging issues, including regulations, industry practices, and new technologiesA willingness to work in person (EY office and/or client site) 3 days a weekA willingness to travel to meet client needs and a valid driver's license and passport requiredProficiency in MS Office, particularly PowerPoint and ExcelWhat We Look ForWe're interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you'll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're passionate about consulting and ready to take on some of our clients' most complex issues, this role is for you.What We Offer YouAt EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information.EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is committed to providing reasonable accommodation to qualified individuals with disabilities.



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