EY · 16 hours ago
Business Transformation Manager - WAM, Wealth Management
New York, NY
Full-time
Hybrid
Mid, Senior Level
$128K/yr - $235K/yr
5+ years expEY is a leader in serving the global financial services marketplace, and they are seeking a Business Transformation Manager to lead transformative projects in wealth management. This role involves analyzing market trends, driving operational excellence, and building relationships with senior stakeholders to deliver impactful solutions for clients.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
Responsibilities
Lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving 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 not only delivers measurable impact but also strengthens our reputation as trusted advisors
Qualification
Required
A bachelor's degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
3+ years of consulting, industry and/or service provider experience
5-9 years of relevant experience
Strong 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 area
Experience 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 tasks
Ability to lead and drive strategic initiatives; 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, wealth management operations, data management, etc. experience
Ability to research 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
2+ years of experience in a Wealth Management industry role (business, operations, or IT)
Performance Improvement / Operations experience
Project Manager / Work stream lead experience
Benefits
Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
Flexible vacation policy
Designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being
Company
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
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