Expoint – all jobs in one place
Finding the best job has never been easier

Business Management Consultant jobs in United States, Illinois, Chicago

Unlock your potential in the high tech industry with Expoint. Search for job opportunities as a Business Management Consultant in United States, Illinois, Chicago and join the network of leading companies. Start your journey today and find your dream job as a Business Management Consultant with Expoint.
Company
Job type
Job categories
Job title (1)
United States
Illinois
Chicago
371 jobs found
09.12.2025
EY

EY Business Consulting - Finance Financial Planning United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Support the setup and operation of transformation management structures (TMO, VMO, EPMO). Collaborate with client and EY teams to design and deliver business and solution architecture frameworks. Contribute to product...
Description:

Transformation Architecture and Delivery_ Senior Consultant

You’ll contribute to the design and delivery of business and solution architecture frameworks, product management approaches, and value realization structures. Your work will support the implementation of transformation offices (TMO, VMO, EPMO) and help clients optimize performance across workstreams.

Key Responsibilities

As a Senior Consultant, you will:

  • Support the setup and operation of transformation management structures (TMO, VMO, EPMO).
  • Collaborate with client and EY teams to design and deliver business and solution architecture frameworks.
  • Contribute to product and program road mapping, maturity assessments, and value tracking.
  • Assist in managing project timelines, budgets, and quality standards using Agile and Waterfall methodologies.
  • Identify process improvement opportunities and support the implementation of innovative solutions.
  • Participate in the delivery of complex technical initiatives and transformation programs.
  • Travel as needed to support client engagements.

Skills and Attributes for Success

To thrive in this role, you’ll bring:

Core Competencies

  • Strategic Transformation leadership, including TMO/PMO oversight, Agile Program Management (SAFe, Scrum), and end-to-end delivery.
  • Expertise in Risk and Resource Management across workstreams and organizational levels.
  • Proven experience in operating model design, governance model development, and change management transformation.
  • Strong capabilities in business case development, ideation and storytelling, advanced data modeling, and value realization.
  • Budget ownership and maintenance for projects exceeding $1M.
  • Technology strategy and implementation, including AI, LLM, RPA, and ERP (SAP/Cloud) integration.
  • Advanced knowledge of performance management, process improvement, portfolio strategy, cost optimization, and technology deployment.

Leadership & Collaboration

  • Demonstrated success leading cross-functional teams as a workstream lead, deliverable owner, and mentor.
  • Skilled in C-Suite advisory, executive communications, and facilitating organizational workshops or large-scale presentations.
  • Ability to manage tasks and workstreams independently or as part of a team.
  • Builds strong relationships across EY practices and with client stakeholders.

Strategic & Analytical Attributes

  • Technical proficiency combined with strong business acumen, with a focus on quality and risk management.
  • Initiative in identifying opportunities for improvement and innovation.
  • Experience with tools and techniques used in transformation delivery.
  • Data-driven decision-making with a results-focused and innovative mindset.

Personal Attributes

  • Strong leadership presence with concise and effective communication skills.
  • Proactive problem solver with a curious, growth-oriented mindset.
  • Demonstrates agility, adaptability, and thrives in collaborative, large-team environments.
  • Flexible storytelling tailored to diverse audiences.
  • Deep market and industry knowledge to inform strategic decisions.

To Qualify, You Must Have

  • A bachelor’s degree (required); advanced degree is a plus.
  • At least 2 years of client facing consulting experience, preferably in a professional services or management consulting firm, or similar environment with comparable experience in industry sector noted below.
  • Exposure to business process documentation and enhancements and solution architecture, product and portfolio management, and program delivery.
  • Experience supporting transformation initiatives. For example;
    • TMO/EPMO setup and operations
  • Familiarity with change management and delivery methodologies.
  • Strong problem-solving skills and digital fluency.
  • Excellent oral and written communication skills.
  • Willingness to travel (estimated at 60–80%).

Ideally, You’ll Also Have

  • A degree in Computer Systems, Engineering, Economics, or Business.
  • ERP or AI/Data Fabric implementations or central data office experience
  • Certifications such as PMP, Six Sigma, or Agile-related credentials.
  • Sector experience in industries such as Technology, Media and Telecommunications (TMT), Private Equity (PE), Industrials and Energy, including Oil, Gas and Chemicals and Power and Utilities (P&U), Media & Entertainment, Consumer and Health including Health, Life Sciences, or Consumer Products and Retail
  • Experience supporting pursuit efforts and contributing to RFP responses.
  • Experience in professional services client-facing consulting
  • Effective stakeholder engagement skills.

What We Look For

We’re looking for collaborative, curious professionals who bring structure, creativity, and insight to transformation programs. Success in this role requires a balance of analytical thinking, delivery focus, and relationship-building. If you’re ready to grow your consulting career while helping clients achieve meaningful outcomes, we’d love to hear from you.

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 $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.


Show more
09.12.2025
EY

EY Business Consulting - Finance Financial Planning United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Lead the effective management and delivery of financial processes, solutions, and projects. Ensure a focus on quality and risk management while driving continuous process improvement. Guide teams and supervise others...
Description:

Our EPM team combines deep financial planning expertise with modern technology solutions to solve our clients’ most pressing challenges. You’ll guide clients through the complexities of Enterprise Performance Management—from redesigning FP&A processes to implementing technology-enabled planning, budgeting, and forecasting solutions. Our Advisory Seniors help clients transform their financial planning capabilities, optimize decision-making processes, and build scalable frameworks that drive organizational performance.

This is a high-growth practice area with significant opportunities for career development and skill expansion, ideal for FP&A professionals looking to expand into consulting or consultants seeking to deepen their financial planning expertise.

Your key responsibilities

As a Senior Manager, you’ll lead the delivery of sophisticated FP&A and EPM solutions that align with client strategic objectives. You’ll own budget management, oversee end-to-end project execution, and drive measurable outcomes while cultivating deep client relationships. You will oversee complex financial processes and projects, providing leadership and direction to teams and managers. You will be accountable for building client relationships, driving revenue generation, and ensuring the successful delivery of engagements. This role presents opportunities to solve complex problems, drive thought leadership, and innovate within the organization.

  • Lead the effective management and delivery of financial processes, solutions, and projects.
  • Ensure a focus on quality and risk management while driving continuous process improvement.
  • Guide teams and supervise others to deliver complex technical initiatives.
  • Provide deep insight and guidance to teams, driving performance and innovation.
  • Build and manage client relationships to support business growth.

Skills and attributes for success

To excel as a Senior Manager, you must possess advanced analytical skills, strategic vision, and the ability to lead teams across multiple activities. Your impact will be felt through your ability to solve complex problems, drive innovation, and deliver results in a fast-paced environment.

  • Deep understanding of FP&A processes, financial modeling, and business partnering
  • Demonstrated ability to deliver complex transformation projects on time and on budget
  • Strong business acumen with the ability to connect finance processes to strategic outcomes
  • Proven success building lasting client relationships and driving commercial outcomes
  • Excellent communication skills—able to translate financial concepts for diverse business audiences
  • Flexibility to travel as client engagements require
  • Demonstrate expertise in financial planning and analytics through analysis and knowledge of best practices.
  • Lead teams and provide direction across multiple activities.
  • Apply critical thinking and problem-solving skills to drive innovation.
  • Exhibit commercial acumen and a global mindset.

To qualify for the role, you must have

  • Bachelor’s degree required; Master’s degree preferred (Finance, Accounting, Economics, or Business)
  • Minimum 7 years of combined industry and consulting experience in financial planning and analysis, with expertise in:
  • Strategic planning, long-range planning, and annual operating planning (AOP)
  • Budgeting, forecasting, and rolling forecast processes
  • Financial modeling and scenario analysis
  • Management reporting and business performance analysis
  • Capital planning and investment analysis
  • Strong FP&A functional background from corporate finance roles (Manager, Senior Manager, or Director level preferred)
  • Consulting or advisory experience implementing FP&A transformations, process improvements, or EPM solutions
  • Proven track record translating business challenges into improved planning and decision-making processes
  • Strong analytical and problem-solving capabilities—able to deconstruct complex issues and leverage financial data to drive insights
  • Experience working with EPM platforms is a plus, such as: Anaplan, Oracle EPM Cloud (PBCS, ePBCS, FCCS), OneStream, Tagetik, or similar solutions
  • Understanding of how these tools enable FP&A processes is valued
  • Excellent written and verbal communication skills with executive presence
  • Willingness to travel to meet client needs

Ideally, you’ll also have

  • Industry experience: FP&A, Financial Planning, Strategic Finance, or Corporate Finance roles in operating companies
  • Consulting experience: Advisory, implementation, or transformation consulting in finance functions
  • Both perspectives allow you to understand client pain points while delivering practical, sustainable solutions
  • CPA, CFA, or MBA credentials
  • Experience across multiple industries (e.g., manufacturing, retail, technology, healthcare, financial services)
  • Familiarity with technical concepts such as data integration, cloud computing, or system architecture
  • Exceptional interpersonal skills that build trust and foster collaboration with C-suite executives and finance teams
  • Proactive, solutions-oriented mindset with strong executive presence
  • Experience leading cross-functional teams and managing stakeholder expectations in dynamic environments
  • Value and Performance Management Strategy and Operating Model Design
  • Experience managing financial projects or programs.
  • Proven ability to drive business growth and innovation.
  • Strong leadership and team management skills.
  • Advanced proficiency in financial modeling and analytics tools.

What we offer you

  • 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 $150,400 to $343,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $180,500 to $390,500. 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

These jobs might be a good fit

09.12.2025
EY

EY Enterprise Performance Management EPM - United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Lead the delivery of technical solutions, ensuring quality and managing operational risks. Engage actively in delivery leadership, project management, and client interactions across all project phases. Travel frequently to meet...
Description:

Consulting - Tech Consulting - FinTech - Enterprise Performance Management (EPM) - Senior Manager

Our EPM team helps apply cutting-edge technology and techniques to bring solutions to our clients. You will help our clients navigate the complex world of Enterprise Performance Management through detailed process design and implementation support. Our Advisory Seniors specialize in serving EY clients by guiding them through complex systems of forecasting, planning, budgeting and the integration with analytical and reporting solutions.

Your key responsibilities

As a Senior Manager in Solution Architecture, you will be at the heart of our technology capability, driving the delivery of complex solutions that align with our strategic business objectives. You will manage budgets, oversee project delivery, and ensure performance outcomes while building and maintaining valuable client and commercial relationships.

In this pivotal role, you will:

  • Lead the delivery of technical solutions, ensuring quality and managing operational risks.
  • Engage actively in delivery leadership, project management, and client interactions across all project phases.
  • Travel frequently to meet client needs and project requirements.
  • Solve complex problems using proven methods and evaluative criteria.
  • Influence policy and procedural changes with potential broad business impact.
  • Provide direction and feedback to teams, contributing to performance evaluations and the hiring process.

Skills and attributes for success

  • Proven ability to manage and deliver complex solutions.
  • Strong focus on maintaining quality and navigating operational risks.
  • Capability to manage budgets and project delivery effectively.
  • Experience in building and managing client and commercial relationships.
  • Ability to travel as required for client engagements and project needs.

To qualify for the role, you must have

  • A Bachelor’s degree, with a preference for a Master’s degree
  • A minimum of seven years’ experience in providing complex consultative services in the following focus areas: EPM, master data management, planning, budgeting, forecasting or BI reporting
  • Strong knowledge of a component of the modern EPM solutions landscape (e.g. Anaplan (Certified Model Builder, Oracle Consolidations (FCCS/HFM), Oracle Planning (Hyperion Planning / PBCS / ePBCS), OneStream, Tagetik)
  • A strong working knowledge and point of view on the evolving concepts and practices for EPM
  • Proven track record of understanding business challenges and translating them into value-add solutions - strong analytical and problem- solving skills - actively participate in brainstorming, identifying core issues and effectively finding and using data to manage complex analysis
  • Our candidates have a variety of backgrounds including:
    • Financial analyst and Financial Planning and Analysis (FP&A) support
    • Systems Admins for EPM solutions
    • Long Range, strategic, and capital planner
    • Implementation consultant
  • Proficiency in cloud computing, cybersecurity, and data architecture.
  • Strong business skills including relationship management, commercial awareness, and communication.
  • Strong analytical and problem solving skills as well as excellent oral and written communication skills
  • A willingness to travel to meet client needs.

Ideally, you’ll also have

  • Degree emphasis in Finance, Accounting, Economics, Business, Computer Science, MIS, or IT preferred
  • A strong ability to adapt to changing technology landscapes and stay ahead of industry trends.
  • Exceptional interpersonal skills to foster team collaboration and client trust.
  • A proactive approach to problem-solving and decision-making.
  • Experience in leading diverse teams in dynamic environments.

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 $151,500 to $346,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $181,800 to $393,200. 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

These jobs might be a good fit

09.12.2025
EY

EY Business Transformation Architecture Delivery - Staff Consul... United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Working with asset health datasets and the ability to join and connect key datasets together (e.g. notifications / workorders, equipment sensors, failures) to help interconnection of information from different systems....
Description:

As an Asset Health Data Analyst at either the Senior Consultant or Manager rank, you will design, build and implement scalable data solutions that drive significant business value for our asset intensive clients. Collaborating closely with other data and analytics professionals, program teams, management, and stakeholders, you will play a pivotal role in the analytics landscape to help our clients in addressing their asset health and maintenance challenges. Your experience will enable you to comprehend and dissect business requirements, translating them into precise technical specifications. You will serve as a vital link between business stakeholders and technical teams, ensuring that the development process aligns seamlessly with the intended design and objectives.

In line with client requirements, highly desirable would-be familiarity with asset management and health experience of fixed plant equipment (e.g., conveyor belts, screen houses) or mobile equipment (e.g., drills, loaders, haul trucks, light vehicles).

In line with client requirements this role is based in our

Your key responsibilities

  • Working with asset health datasets and the ability to join and connect key datasets together (e.g. notifications / workorders, equipment sensors, failures) to help interconnection of information from different systems.
  • Navigating gaps in data quality and developing options to improve the health of the asset both in the short term and long term.
  • Conduct data-driven equipment failure investigations, failure modes analysis, failure symptoms monitoring and identify data required to assist with the investigation.
  • Be able to clearly explain key insights, strengths and weaknesses of data analysis options to both technical and senior business stakeholders.
  • As required, coordinate the work of junior colleagues or team members to ensure structure and focus on achieving team goals.

Skills and attributes for success

  • Experience with equipment failure investigations and understanding of what data will be required to assist with the investigation.
  • Knowledge in understanding reliability engineering concepts and operational challenges in mining (i.e. condition based monitoring, equipment / asset strategies, mine site operating conditions).
  • Knowledge with data pipeline development, including familiarity of various technologies across time-series data historians (e.g. AVEVA PI) and cloud data platforms (e.g. Databricks, Azure, AWS).
  • Proficiency and demonstrated experience in transformation of large complex data sets from source systems to target platforms (experience in Azure and AWS based solutions using one or more data engineering or data platform technologies required)
  • Evidence of experience in modern development practices including use of code repositories, code review processes, and test frameworks.

Ideally, you’ll also have the skills and attributes below, but don’t worry if you don’t tick all the boxes. We’re interested in your aptitude, attitude and willingness to learn.

  • Ability to introduce innovative ways of organising, managing and integrating data to ensure its quality and ability to be used as a distinctive asset to generate a return.
  • Leads by example and models behaviours that support a culture of safety, health and wellness.
  • Excellent communication skills, and the ability to communicate and present information with purpose, clarity and impact

What we offer you

At EY, we’ll fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • Career development: At EY, your career is yours to shape! We’ll develop you with future-focused skills and equip you with world-class experiences
  • Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life, fostering a culture of trust and autonomy.
  • A comprehensive benefits package : From a yearly wellness incentive, to access to additional 8 weeks of flex leave per year, and family-friendly policies, including 26 weeks of gender-neutral paid parental leave, we cater to your diverse needs to help you thrive both personally and professionally

Acknowledgement of Country

Building a

Our preferred applicant willbe required

© 2025 Ernst & Young Australia.A member firm of Ernst & Young Global Limited.All Rights Reserved. Liability limited by a scheme approved under Professional Standards Legislation

Show more

These jobs might be a good fit

08.12.2025
EY

EY ServiceNow - IT/OT Asset Management Manager United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Develop solutions to complex problems, recommending changes to policies and establishing procedures that impact your work area. Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Provide...
Description:

IT and Operational Technology (OT) Asset Management

You’ll lead ServiceNow Transformation teams in a rapidly growing area of the business. It’s a client visible role, in which you’ll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career.

In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements.

Your key responsibilities

As a Manager in Application Design and Development, you will lead the effective management and delivery of processes, solutions, and projects, ensuring a strong focus on quality and risk management. This role presents exciting challenges and opportunities for growth, allowing you to apply your expertise in guiding others and recommending quality solutions. You will engage regularly with external clients, actively participating in working sessions and leading workstreams from planning through execution and closure. Travel may be required as needed by external clients.

  • Develop solutions to complex problems, recommending changes to policies and establishing procedures that impact your work area.
  • Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
  • Provide direction and feedback to team members, ensuring successful task completion.

Skills and attributes for success

Here, you’ll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers’ IT/OM Asset Management process or evaluating how AI can streamline delivery. Wherever you find yourself, you’ll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation.

  • Act as an engagement or workstream lead across all aspects of a ServiceNow IT/OM Asset Management project and solution delivery including but not limited to design, configuration/development, testing and deployment phases
  • Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers)
  • Ability to build and foster client relationships and demonstrate the value of EY services
  • Excellent business acumen with the ability to make fact-based decisions and resolve conflicts
  • Provide guidance and industry leading practice expertise for ServiceNow IT/OM Asset Management process implementations, including how specific business objectives can be met through process and technology transformation
  • Ability to analyze a company’s IT/OM Asset Management people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps
  • Ability to advise on the connectivity of the CMDB and IT Operations Management (ITOM) to ITSM processes
  • Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources
  • Experience in waterfall and agile delivery models – including supporting management activities such as planning, status reporting, budgets and risk and issue logs
  • Ability to support pre-sales efforts including creating proposals and estimates
  • Ability to create high quality deliverables and project artifacts

To qualify for the role, you must have

  • A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline
  • Typically, no less than 4 - 6 years of relevant ServiceNow IT/OM Asset Management project experience
  • ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD)
  • Minimum of 2 of the following ServiceNow certifications:
    • ServiceNow Certified Implementation Specialist – Hardware Asset Management
    • ServiceNow Certified Implementation Specialist – Software Asset Management
    • ServiceNow Certified Implementation Specialist – Data Foundations
  • 5+ years of Big 4 or equivalent consulting experience
  • Excellent soft skills – executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization
  • Experience leading teams and supervising others
  • A driver’s license valid in the U.S.
  • Ability to travel to meet client needs

Ideally, you’ll also have

  • ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA)
  • ServiceNow Certified Implementation Specialist – Discovery
  • ServiceNow Certified Implementation Specialist – Vulnerability Response
  • Performance analytics and reporting experience – certifications are a plus
  • Experience in ServiceNow’s AI solutions (Now Assist, Agentic, AI Control Tower)

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 $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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

These jobs might be a good fit

08.12.2025
BOA

Bank Of America Wealth Management Client Associate United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

These jobs might be a good fit

08.12.2025
BOA

Bank Of America Investment Management Specialist United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

  • Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

  • Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

  • Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

  • Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

  • Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

  • Analyze and understand Merrill and third party research

  • Monitor and respond to market and non-financial current events

  • Effectively navigate proprietary planning and investment management tools

  • Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

  • Monitor and analyze book pricing internally for FA team

  • Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

  • Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

  • Research portfolio recommendations for Investment Committee review

  • Prepare materials and coordinate weekly Investment Committee meetings

  • Proactively review and manage team proprietary models to align with the Investment Committee decisions

  • Manage ML One variances/enrollments/updates/withdrawals/terminations

  • Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

  • Processing of all trades (discretionary or non-discretionary)

  • Create analytical reports for FAs to review client investment portfolio performances against market returns

  • Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Role Requirements

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration

  • Individuals in this role are required to maintain a Form

  • ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

  • Obtain and/or maintain at least one firm approved designation

  • Possess and demonstrate strong communication skills

  • Thorough knowledge and understanding of the suite of Wealth Management products and services

  • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

  • Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

  • Causation Analysis

  • Financial Management

  • Investment Management

  • Trading Strategy

  • Trading and Investment Analysis

  • Portfolio Analysis

  • Portfolio Management

  • Price Verification and Valuation

  • Trade Monitoring

  • Trading

  • Client Investments Management

  • Client Solutions Advisory

  • Financial Analysis

  • Financial Forecasting and Modeling

  • Wealth Planning

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Support the setup and operation of transformation management structures (TMO, VMO, EPMO). Collaborate with client and EY teams to design and deliver business and solution architecture frameworks. Contribute to product...
Description:

Transformation Architecture and Delivery_ Senior Consultant

You’ll contribute to the design and delivery of business and solution architecture frameworks, product management approaches, and value realization structures. Your work will support the implementation of transformation offices (TMO, VMO, EPMO) and help clients optimize performance across workstreams.

Key Responsibilities

As a Senior Consultant, you will:

  • Support the setup and operation of transformation management structures (TMO, VMO, EPMO).
  • Collaborate with client and EY teams to design and deliver business and solution architecture frameworks.
  • Contribute to product and program road mapping, maturity assessments, and value tracking.
  • Assist in managing project timelines, budgets, and quality standards using Agile and Waterfall methodologies.
  • Identify process improvement opportunities and support the implementation of innovative solutions.
  • Participate in the delivery of complex technical initiatives and transformation programs.
  • Travel as needed to support client engagements.

Skills and Attributes for Success

To thrive in this role, you’ll bring:

Core Competencies

  • Strategic Transformation leadership, including TMO/PMO oversight, Agile Program Management (SAFe, Scrum), and end-to-end delivery.
  • Expertise in Risk and Resource Management across workstreams and organizational levels.
  • Proven experience in operating model design, governance model development, and change management transformation.
  • Strong capabilities in business case development, ideation and storytelling, advanced data modeling, and value realization.
  • Budget ownership and maintenance for projects exceeding $1M.
  • Technology strategy and implementation, including AI, LLM, RPA, and ERP (SAP/Cloud) integration.
  • Advanced knowledge of performance management, process improvement, portfolio strategy, cost optimization, and technology deployment.

Leadership & Collaboration

  • Demonstrated success leading cross-functional teams as a workstream lead, deliverable owner, and mentor.
  • Skilled in C-Suite advisory, executive communications, and facilitating organizational workshops or large-scale presentations.
  • Ability to manage tasks and workstreams independently or as part of a team.
  • Builds strong relationships across EY practices and with client stakeholders.

Strategic & Analytical Attributes

  • Technical proficiency combined with strong business acumen, with a focus on quality and risk management.
  • Initiative in identifying opportunities for improvement and innovation.
  • Experience with tools and techniques used in transformation delivery.
  • Data-driven decision-making with a results-focused and innovative mindset.

Personal Attributes

  • Strong leadership presence with concise and effective communication skills.
  • Proactive problem solver with a curious, growth-oriented mindset.
  • Demonstrates agility, adaptability, and thrives in collaborative, large-team environments.
  • Flexible storytelling tailored to diverse audiences.
  • Deep market and industry knowledge to inform strategic decisions.

To Qualify, You Must Have

  • A bachelor’s degree (required); advanced degree is a plus.
  • At least 2 years of client facing consulting experience, preferably in a professional services or management consulting firm, or similar environment with comparable experience in industry sector noted below.
  • Exposure to business process documentation and enhancements and solution architecture, product and portfolio management, and program delivery.
  • Experience supporting transformation initiatives. For example;
    • TMO/EPMO setup and operations
  • Familiarity with change management and delivery methodologies.
  • Strong problem-solving skills and digital fluency.
  • Excellent oral and written communication skills.
  • Willingness to travel (estimated at 60–80%).

Ideally, You’ll Also Have

  • A degree in Computer Systems, Engineering, Economics, or Business.
  • ERP or AI/Data Fabric implementations or central data office experience
  • Certifications such as PMP, Six Sigma, or Agile-related credentials.
  • Sector experience in industries such as Technology, Media and Telecommunications (TMT), Private Equity (PE), Industrials and Energy, including Oil, Gas and Chemicals and Power and Utilities (P&U), Media & Entertainment, Consumer and Health including Health, Life Sciences, or Consumer Products and Retail
  • Experience supporting pursuit efforts and contributing to RFP responses.
  • Experience in professional services client-facing consulting
  • Effective stakeholder engagement skills.

What We Look For

We’re looking for collaborative, curious professionals who bring structure, creativity, and insight to transformation programs. Success in this role requires a balance of analytical thinking, delivery focus, and relationship-building. If you’re ready to grow your consulting career while helping clients achieve meaningful outcomes, we’d love to hear from you.

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 $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.


Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Business Management Consultant job opportunities in the United States, Illinois, Chicago area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.