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Yesterday
EY

EY Business Transformation Senior - WAM Wealth Management United States, New York, New York

Limitless High-tech career opportunities - Expoint
Strong communications, facilitation, and presentation skills. Ability to manage and establish trusted relationships with senior client stakeholders. Demonstrate the ability to effectively perform in cross-functional teams. Understanding our clients' unique...
Description:

As 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.

Skills and attributes for success
  • Strong communications, facilitation, and presentation skills
  • Ability to manage and establish trusted relationships with senior client stakeholders
  • Demonstrate the ability to effectively perform in cross-functional teams
  • Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
  • Drive high-quality work products within expected time frames and on budget
  • Project delivery skills including the ability to scope/size a project, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream
  • Passion for the Wealth Management industry, with a preference toward previous industry experience
To qualify for the role you must have
  • A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
  • 4-6 years of relevant experience. Preferred experience includes
    • 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
  • 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
  • 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
What We Look For

We'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.


At 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 .

  • 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 $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. 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.


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Yesterday
EY

EY FSO Business Transformation Asset Management Senior United States, New York, New York

Limitless High-tech career opportunities - Expoint
Developing and delivering International and Transaction Tax engagements such as Due Diligence, structuring, International tax advisory engagements and reports with timely, responsive services/work products. Support on tax advice and assisting...
Description:

Your main objective is to participate in Transaction Tax engagements by thoroughly and accurately analysing information and develop effective approaches to clients tax requirements. You will be required to demonstrate dedication to quality in all aspects of your work, which will include managing client service team members and contributing to the achievement of team goals.

The opportunity

  • Developing and delivering International and Transaction Tax engagements such as Due Diligence, structuring, International tax advisory engagements and reports with timely, responsive services/work products
  • Support on tax advice and assisting with required filings
  • Participate in business development initiatives
  • Assist in managing engagement economics by organizing staffing, tracking fees and communicating issues to project leaders
  • Build strong internal relationships within the team and across other services
  • Foster collaboration and constructive communication within the team
  • Display general knowledge of engagement “big picture”
  • Take ownership of your schedule and proactively seek work when necessary to meet your annual chargeability goal
  • Develop, mentor and supervise Analysts, Advanced Analysts and Assistant Managers
  • Conduct performance reviews and contribute to performance feedback for staff
  • Contribute to people initiatives, including recruiting, retaining and training transfer pricing professionals
  • Maintain a robust educational program to develop personal skills on an ongoing basis
  • Adhere to practice protocol and other internal processes consistently

Your Key responsibilities

  • Delivering projects consistently by applying designated methodology, processes, standards and technology tools and with respect to turnaround, quality and handling workflow distribution.
  • Working as single point of contact on engagements for users/clients regarding service delivery and day-to-day operations
  • Monitor metrics for service delivery, opportunities for improving customer satisfaction and implement appropriate modifications to process
  • Instil EY culture at the individual level
  • Help implement strategic initiatives, as defined by Service Line Leaders
  • Proactively and timely identify operational problems and propose solutions. Escalate issues where required to the reporting Managers

Skills and attributes for success

  • Exhibit inclusive behaviour in interactions with internal & external stakeholders with strong communication skills
  • Taking the initiative to seek continuous learning opportunities, coaching and mentoring feedback, key developmental experiences, self-directed learning and formal learning
  • Help define learning gaps and work with sub-service line leaders and local L&D to define and deploy a process to bridge the learning gap
  • Setting strategy for how work is assigned and performed under the guidance of the reporting Manager.
  • Works with resource manager to ensure the strategy is met

To qualify for the role you must have

  • 5-8 Years of International tax and Mergers and Acquisition tax experience. Mandatory that the candidate has a prior experience in an International tax advisory practice in a client facing role.
  • Chartered Accountant /MBA/CPA / B.Com / BBA/ BBM/ BA (Economics)/ M.Sc (Statistics)/ MA (Economics)/ MBA/CFA
  • Any Additional Degree/ Diploma/Specialization in fields related to Financial Services Sector/Tax/International Taxation

Ideally, you’ll also have

  • Experienced in handling a team of approx. 2-4 people
  • Proficient in strong communication, both written and verbal and ability to present research findings
  • Proficient using MS Office tools specifically Powerpoint, WORD, EXCEL and Advance Excel.

What we offer

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all

  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
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Yesterday
EY

EY Japanese Business Services JBS -Federal Tax United States, New York, New York

Limitless High-tech career opportunities - Expoint
Providing our US and Japanese Inbound clients with domestic federal tax advice and guidance tailored to their unique needs. Keeping up to date with ongoing trends and changes to legislation...
Description:

Business is constantly evolving, and more than ever, staying at the forefront is all about identifying and adapting to change. As a Tax Senior, you’ll see this first hand by being immersed in the evolving tax environment through preparing and auditing income tax provisions, assisting with income tax filings, consulting on planning opportunities, and coaching and developing staff on your engagement teams.

Your key responsibilities

You’ll spend your time supporting client engagements by reviewing staff work product, coordinating with clients and internal team members, managing deadlines, and tracking engagement economics. You’ll also be tasked with identifying and resolving tax technical issues, as well as sharing insights that will improve our processes and overall efficiency. In this role, you can expect to be prioritizing and handling a wide range of constantly evolving responsibilities.

Skills and attributes for success

  • Providing our US and Japanese Inbound clients with domestic federal tax advice and guidance tailored to their unique needs
  • Keeping up to date with ongoing trends and changes to legislation that will affect planning activities
  • Supervising high-performing teams and sharing your experience and knowledge of leading-practices
  • Building relationships at all levels both internally and externally, promoting a culture of collaboration
  • Preparing practical recommendations to some of our clients’ most complex tax issues

To qualify for the role you must have

  • A Bachelor’s degree in Accounting or a graduate degree in Tax or Law and approximately three years of related work experience.
  • Progress toward (or completion of) a valid CPA certification or licensed attorney status
  • A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
  • Knowledge of Microsoft Excel, Access and data mining tools
  • The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients’ teams
  • Fluency in Japanese
  • Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

  • A proven record in a professional services environment
  • Experience in coaching and mentoring junior colleagues
  • Strong analytical skills and attention to detail
  • The ability to adapt your work style to work with both internal and client team members

What we offer you
At 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 .

  • 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 $71,000 to $117,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $85,100 to $133,100. 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.


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Yesterday
EY

EY Risk Adv - Business Cons Qlty Reg United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
: You’ll develop the mindset and skills to navigate whatever comes next. : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. : We’ll...
Description:

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor’s degree in Pharmacy, Biology, Chemistry, Biomedical Engineering, Quality Engineering, Manufacturing, Information Technology or a related field and 5 years of progressive, post-baccalaureate related regulatory life sciences compliance experience. Alternatively, will accept a Master’s degree in Pharmacy, Biology, Chemistry, Biomedical Engineering, Quality Engineering, Manufacturing, Information Technology or a related field and 4 years of related regulatory life sciences compliance experience.

Must have 4 years of Life Sciences advisory, consulting, or industry experience including all of the following:
- Experience working with Life Science regulatory statutes;- Experience with implementation of digital validation lifecycle management systems; and

Must have 4 years of experience in designing and executing Quality Management Systems for Life Science organizations including all of the following:
- Complaints management processes
- CAPAs
- Deviations
- Change control quality audit management.

Must have 3 years of experience with one of the following quality and risk management systems - QMS, DMS, Safety, LIMS, or RIM (using Veeva, Trackwise, EtQ Reliance, Argus, or Calyx) in any of the following roles: Business process analyst; Technical writer; Project manager; or Computer systems validation.

Must have 2 years of experience leading workshops and client-facing presentations.

Must have 1 year of experience in project management for large scale process, risk, controls, audit, or technology projects and programs, preparing and delivering reports, and managing program budget and timelines effectively.

Must be eligible to obtain AIGP, CA/ACA, CIA, CISA, CMA, CMDA, CPA, CQA, CRISC, FSA, GARP – FRM, GARP – SCR, IRM – ERM, IRM – ORM, ISF – Level 3, RAC, RIMS-CRMP, and/or relevant certification within one year of hire.

Employer will accept any suitable combination of education, training or experience.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $189,247.00 per year. 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.


•: You’ll develop the mindset and skills to navigate whatever comes next.
•: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
•: We’ll give you the insights, coaching and confidence to be the leader the world needs.
•: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

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Yesterday
EY

EY Supply Chain & Operations - ServiceNow Procurement Consultin... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Lead the business process design of orchestration solutions enabled by ServiceNow. Collaborate with our ServiceNow technology consultants to ensure alignment between business processes and technical solutions. Analyze client procurement needs...
Description:

Supply Chain Operations – ServiceNow Procurement Consulting - Manager

We are seeking a manager with deep expertise in end-to-end Procurement and ServiceNow Source-to-Pay (S2P) capabilities. As a ServiceNow Procurement Consulting Manager, you will play a pivotal role in driving the design, implementation and optimization of procurement solutions for our clients. You will lead a team of consultants to deliver innovative solutions that enhance procurement processes and drive efficiency through the design and implementation of orchestration solutions enabled by ServiceNow. This position offers the chance to work closely with clients, understand their needs, and provide strategic guidance to help them achieve their procurement goals.

Your key responsibilities

As a manager in EY’s Procurement practice, you will:

  • Lead the business process design of orchestration solutions enabled by ServiceNow
  • Collaborate with our ServiceNow technology consultants to ensure alignment between business processes and technical solutions
  • Analyze client procurement needs and develop strategic designs that enhance efficiency and effectiveness
  • Design and implement AI-driven procurement solutions to optimize decision-making and process automation
  • Conduct workshops and training sessions to promote best practices in procurement and orchestration
  • Foster strong relationships with client stakeholders to ensure successful project delivery and client satisfaction
  • Provide thought leadership on procurement process optimization and orchestration strategies
  • Support business development initiatives by identifying opportunities for new solutions and enhancements
  • Ensure compliance with procurement policies and industry regulations throughout the design process
  • Mentor and guide team members in best practices for process design and implementation

Skills and attributes for success

  • Ability to think holistically across people, process, data, and technology to design next-generation solutions
  • Analytical mindset with a focus on process improvement and problem-solving.
  • Ability to manage multiple projects and priorities effectively
  • Deep understanding of ServiceNow's S2P capabilities and procurement best practices
  • Strong communication and storytelling skills with the ability to tailor technical insights for business audiences
  • Client-facing experience in shaping or selling transformation programs
  • Entrepreneurial mindset with the ability to thrive in ambiguous, fast-moving client environments
  • Strong leadership and team collaboration skills
  • Excellent communication and stakeholder management abilities

To qualify for the role, you must have

  • A bachelor’s degree in Supply Chain, Information Technology, or a related field
  • 5-8 years of experience in business process design, procurement consulting or ServiceNow S2P
  • Strong understanding of procurement processes and best practices
  • Proven experience with ServiceNow and its procurement solutions
  • Demonstrated experience in shaping and defining solutions for operational efficiency or digital enablement

Ideally, you’ll also have

  • Previous experience in a leadership role within a consulting environment
  • Experience with Agile methodologies and project management frameworks
  • Experience with other leading Procurement technology (Ariba, Coupa, etc.) and AI solutions
  • Consulting experience or involvement in multi-disciplinary transformation projects
  • Experience in change management and process optimization

What we offer you
At 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 .

  • 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.


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Yesterday
EY

EY Supply Chain & Operations - Digital AI Procurement United States, New York, New York

Limitless High-tech career opportunities - Expoint
Manage implementation of procurement solutions throughout the full lifecycle of execution. Provide thought leadership and benchmarking. Lead and drive current state activities. Lead and drive future state end to end...
Description:

Job Description

As a Procurement Manager, you will support all aspects of client-facing procurement technology projects, which spans many leading solutions in the market (e.g. GEP, Zycus, and Zip). You will be expected to drive project initiatives and lead process design, implementation, problem solving, and project management activities that add value and results for our client base.

Typical responsibilities include:

Project Execution

  • Manage implementation of procurement solutions throughout the full lifecycle of execution
  • Provide thought leadership and benchmarking
  • Lead and drive current state activities
  • Lead and drive future state end to end process design sessions
  • Identify S2P business, technical, and integration requirements to support the implementation of S2P technologies.
  • Synthesize disparate data sources into insights and clear deliverables
  • Work together with clients to identify and interpret key project requirements
  • Develop and enhance relationships with client stakeholders
  • Create project plans and manage delivery of client project work
  • Coordinate with subject matter experts within and outside of the firm

Business Development

  • Support sales pursuits
  • Develop materials and thought leadership for go-to-market conversations

Travel Requirements:

Travel is required for this role and could vary from 10-50%

What we offer you
At 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 .

  • 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.


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Yesterday
EY

EY Supply Chain & Operations - Operating Model United States, New York, New York

Limitless High-tech career opportunities - Expoint
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...
Description:

Job Description

As a Procurement Operating Model Transformation Manager, you will lead and deliver end-to-end procurement transformation engagements for clients across industries. The role focuses on reviewing the client’s current state challenges, bringing in leading practices for discussions across people, processes, technology and data lenses. Enabling the leaders of procurement at client to define strategic transformation roadmaps, optimizing source-to-pay operations, deploying digital procurement solutions, and driving measurable business outcomes. As a trusted advisor, you’ll help clients elevate procurement’s impact—from cost savings to enterprise value creation.

1. Client Delivery & Project Leadership

· Design and execute procurement transformation programs spanning strategy, process, digital, and operating model dimensions.

· Lead cross-functional client teams to assess current maturity and define future-state procurement models.

· Leverage benchmarking data to evaluate maturity and drive strategic roadmap development

· Develop robust business cases and track value realization (cost savings, efficiency gains, supplier innovation).

· Manage engagement economics, timelines, and deliverables while ensuring high-quality outputs.

2. Procurement Operating Model and Process Design

· These projects could include, current state process review, organization analysis, spend analysis, buy channel review, digital procurement platform review, policy and master data review

· Shape client procurement strategies aligned with corporate priorities (e.g., ESG, resilience, digital).

· Define target operating models, governance frameworks, and performance measurement systems.

· Advise on organizational design, capability building, and role alignment to enable future-state operations.

· Reimagine source-to-pay processes for automation, analytics, and user-centric design.

· Integrate spend analytics, supplier intelligence, and category strategy tools to drive insight-led decisions.

· Drive stakeholder alignment across client business units, finance, IT, and procurement.

· Support in communication, training, and adoption strategies to ensure sustainable transformation.

· Coach client teams to build internal capability and embed new ways of working.

3. Business and Practice Development

· Support business development through proposal creation, client presentations, and industry insights.

· Mentor junior consultants and contribute to practice capability building.

· Contribute to intellectual capital and go-to-market offerings on procurement transformation, digital, Agentic AI, ESG etc.

Travel Requirements:

· Travel is required for this role and could vary from 20-50%

Skills & Qualifications

· 7-8 years of experience in procurement, sourcing, or supply chain with a minimum of 4–5 years in consulting or transformation roles that include leading teams.

· Proven success leading procurement operating model redesign, technology enablement, or cost optimization programs.

· Strong project management, analytical, and client-facing communication skills.

· Demonstrated ability to lead and influence senior stakeholders.

· Experience with digital procurement tools (Ariba, Coupa, Zycus, GEP, Jaggaer, Ivalua, etc.) and spend analytics.

· Exposure to AI, RPA, or advanced analytics in procurement.

· MBA or equivalent postgraduate qualification preferred.

· Professional certifications (CIPS, PMP, Six Sigma, or equivalent).

What we offer you
At 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 .

  • 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.


Show more
Limitless High-tech career opportunities - Expoint
Strong communications, facilitation, and presentation skills. Ability to manage and establish trusted relationships with senior client stakeholders. Demonstrate the ability to effectively perform in cross-functional teams. Understanding our clients' unique...
Description:

As 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.

Skills and attributes for success
  • Strong communications, facilitation, and presentation skills
  • Ability to manage and establish trusted relationships with senior client stakeholders
  • Demonstrate the ability to effectively perform in cross-functional teams
  • Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
  • Drive high-quality work products within expected time frames and on budget
  • Project delivery skills including the ability to scope/size a project, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream
  • Passion for the Wealth Management industry, with a preference toward previous industry experience
To qualify for the role you must have
  • A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
  • 4-6 years of relevant experience. Preferred experience includes
    • 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
  • 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
  • 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
What We Look For

We'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.


At 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 .

  • 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 $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. 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.


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