Apply on Employer Site

EY · 15 hours ago

Business Transformation Senior - WAM, Wealth Management

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

$97K/yr - $178K/yr

4+ years exp

EY is a leader in serving the global financial services marketplace and is seeking a Business Transformation Senior in Wealth Management. In this role, you will lead transformative projects, analyze market trends, and build relationships with senior stakeholders to drive operational excellence in wealth management.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Lead transformative projects that blend strategic consulting expertise with deep industry knowledge

Drive operational excellence and performance improvement across diverse, complex engagements

Analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges

Build meaningful relationships with senior stakeholders, inspire cross-functional teams, and foster a culture of innovation and continuous improvement

Champion client interests, ensuring that each project delivers measurable impact and strengthens our reputation as trusted advisors

Qualification

Wealth ManagementConsulting experienceProject ManagementPerformance ImprovementAgile methodologiesMS Office proficiencyCommunication skillsCross-functional teamworkTechnical writing

Required

A bachelor's degree in business, finance, accounting, computer science, engineering, or a related field

4-6 years of relevant experience

Strong written and verbal communication, presentation, client service and technical writing skills

Participation in 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 tasks

Ability to synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers

Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc. experience

Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies

A willingness to work in person (EY office and/or client site) 3 days a week

A willingness to travel to meet client needs and a valid driver's license and passport required

Proficiency in MS Office, particularly PowerPoint and Excel

Preferred

MBA or MS degree

Strong experience in Wealth Management (business, operations, or IT)

3+ years of consulting, industry and/or service provider experience

Performance Improvement / Operations experience

Project Manager / Work stream lead experience

Benefits

Medical and dental coverage

Pension and 401(k) plans

Paid time off options

Flexible vacation policy

Designated EY Paid Holidays

Winter/Summer breaks

Personal/Family Care

Other leaves of absence

Company

EY

Glassdoor3.8

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10242)

2024 (9877)

2023 (10966)

2022 (9394)

2021 (5652)

2020 (8849)