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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:
Skills and Attributes for Success
To thrive in this role, you’ll bring:
Core Competencies
Leadership & Collaboration
Strategic & Analytical Attributes
Personal Attributes
To Qualify, You Must Have
Ideally, You’ll Also Have
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 .
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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.
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.
To qualify for the role, you must have
Ideally, you’ll also have
What we offer you
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Creative Operations Manager, Assistant Director
As a creative manager, you’ll lead a multi-disciplinary virtual team of 20-30 team members whose focus is to understand our internal clients’ business to develop innovative, insightful go to market materials that contribute to driving growth and revenue for the firm. You’ll leverage prior management experience, leadership insight and industry background to drive your success in this role.
You’ll be part of an expansive and talented management team working independently and collaboratively to develop and lead the implementation of strategic organizational plans. You’ll be empowered to contribute, learn from and grow with other creative managers. Your ideas will be valued and heard, and you’ll have opportunities to innovate and take part in efforts that help advance our creative team.
Skills and attributes for success
To qualify for the role, you must have
Ideally, you’ll also have
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 .
These jobs might be a good fit

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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
Skills and attributes for success
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.
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 .
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
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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
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Responsibilities
Collaborate with others in the organization to ensure successful implementation of chosen problem solutions.
Analyze information obtained from management to conceptualize and define operational problems.
Prepare management reports defining and evaluating problems and recommending solutions.
Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources.
Track all client visits/meetings and ensure all client successes are logged for weekly reporting.
Drive proactive client communications through regular meetings, broker reviews, and calls.
Track and drive resolution (both strategic and tactical where necessary) of client requests.
Work with clients to educate on the firm’s self-service tools and industry solutions.
Analyze effort and support across teams by individual client.
Coordinate and chair internal stakeholder meetings around client updates.
Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering.
Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow.
Improve clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows.
Test implemented SAP solutions, including unit testing, integration testing and user acceptance test.
Work with GMI books and records platform and testing new functionality.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering;
Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow;
Improving clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and,
Working with books and records platform and testing new functionality.
In the alternative, the employer will accept a Master's degree and 3 years of experience.
If interested apply online ator email your resume toand reference the job title of the role and requisition number.
BofA Securities, Inc.
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-Consultant
JOB DESCRIPTION
Working in a team environment, the Associate Consultant- SAM is responsible for managing customer’slicenses. The Associate Consultant will assist customers in understanding and controlling their softwarelicensing entitlement, avoiding legal pitfalls related to licensing by leveraging industry best practices while
Key Accountabilities/Responsibilities for the Role
Skills Required:
Core Capabilities:
Functional Capabilities:
Personality:
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.
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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:
Skills and Attributes for Success
To thrive in this role, you’ll bring:
Core Competencies
Leadership & Collaboration
Strategic & Analytical Attributes
Personal Attributes
To Qualify, You Must Have
Ideally, You’ll Also Have
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 .
These jobs might be a good fit