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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
PP

PayPal Principal Distinguished Experience Architect United States, California, San Jose

Limitless High-tech career opportunities - Expoint
Establish overall business or technical strategy for user experience initiatives. Negotiate with and influence decision-making reaching the senior executive level. Identify and resolve unique situations of substantial significance in user...
Description:

Essential Responsibilities:

  • Establish overall business or technical strategy for user experience initiatives.
  • Negotiate with and influence decision-making reaching the senior executive level
  • Identify and resolve unique situations of substantial significance in user interface or interaction design
  • Allocate resources, responsibly and apply creativity to enhancing user and customer experiences across digital and physical products and services
  • Lead the development of user experience strategies that resonate with target audiences.
  • Support and mentor less-experienced roles to provide an example of innovation, excellence, and day-to-day learning

Expected Qualifications:

  • 10+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Additional Responsibilities & Preferred Qualifications

WhereExperience Strategydefines theand

where to play
,defines
how it all fits together
—across structure, sequencing, navigation, and behavioral flow.

This is not just a UX strategy or systems design role—it’s both. You will lead the practice of Experience Architecture: the structuring of journeys, flows, navigation, taxonomy, and interaction models into a unified, extensible system. Your work will ensure that every interaction fits together to form a complete, coherent whole—one that reflects our brand, reinforces behavior, and reduces experience entropy as we scale.

Key Responsibilities

  • Architect the Experience Ecosystem

  • Lead Horizontal Experience Strategy
    Architect critical cross-product journeys (e.g., Account, Wallet, Rewards) that unify the customer experience across silos.

  • Own and Govern Taxonomy & Information Architecture
    Partner with Content Design, Product Design, and Engineering to establish scalable IA systems and navigational models.

  • Advance Service Design & System Mapping
    Connect frontstage flows to backstage systems and operational logic; drive service blueprinting across the product lifecycle.

  • Drive CX Improvements
    Identify and resolve systemic customer experience issues across surfaces, workflows, and product areas through architectural interventions—not just interface refinements.

  • Partner with Design Systems
    Collaborate to encode architectural logic into reusable components and interaction frameworks, ensuring real behavior is reflected—not just UI consistency.

  • Transform Experience Delivery
    Work with Product Ops and PMO to embed architectural checkpoints into planning, roadmapping, and SDLCprocesses—acceleratingdelivery while protecting experience integrity.


Qualifications

  • 12+ years of experience in experience design, UX architecture, or systems design, with a strong portfolio demonstrating strategic impact.

  • Proven leadership in structuring complex digital ecosystems and scaling design systems.

  • Deep expertise in journey mapping, taxonomy design, interaction modeling, and platform strategy.

  • Exceptional communication and storytelling skills, with the ability to influence across disciplines and levels.

  • Experience working in large-scale, matrixed organizations with a focus on platform thinking and design maturity.

Preferred Skills

  • Experience with enterprise platforms, developer tools, or internal design infrastructure.

  • Familiarity with accessibility standards, localization, and inclusive design practices.

  • Strategic mindset with a bias for action and a passion for enabling great design at scale.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

The US national annual pay range for this role is $188,000 to $323,950

Any general requests for consideration of your skills, please

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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
BOA

Bank Of America GFX Sr Business Financial Control Product Associate CFO United States, New York, New York

Limitless High-tech career opportunities - Expoint
Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial...
Description:

Job Description:

Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.

The Chief Financial Officer (CFO) Group

Responsibilities:

  • Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
  • Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
  • Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
  • Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
  • Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
  • Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
  • Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream
  • Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
  • Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
  • Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
  • Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
  • Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
  • Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
  • Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
  • Coordination of the monthly close process and quarterly financial reporting requirements
  • Working on initiatives to simplify/automate manual processes

Required Qualifications:

  • 5+ years hands on experience in Product Control or Finance group
  • BS/BA Degree required (Finance, Accounting preferred)
  • Global Markets experience
  • Global Rates market knowledge – familiarity with a broad range of asset classes
  • Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
  • Advanced experience skills with Excel and complex spreadsheets
  • Control focused, analytical, team oriented, comfortable with complex products
  • Excellent organizational, communication, and relationship management skill
  • Proven analytical skills including data reconciliation and interpretation.
  • Ability to identify and deliver process improvements.
  • Good business partnering skills

Desired Qualifications:

  • Fixed income or derivative experience
  • Inquisitive, willing to challenge the status quo and strive to improve processes

Skills:

  • Analytical Thinking
  • Attention to Detail
  • Financial Accounting
  • Financial Management
  • Reporting
  • Business Analytics
  • Data Quality Management
  • Financial Processing
  • Price Verification and Valuation
  • Scenario Planning and Analysis
  • Business Acumen
  • Critical Thinking
  • Influence
  • Prioritization
  • Problem Solving
1st shift (United States of America)

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Yesterday
EY

EY Customer Tech - Salesforce Solution Architect United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Perform end-to-end internal audits from planning to reporting including process understanding, walkthroughs, preparation of risk and control matrix / audit work program, control testing to assess their design and operating...
Description:

The opportunity : Consultant - Risk Consulting - Internal Audit Insurance - Mumbai/Delhi/Pune

FS :

Amid comprehensive regulatory change, today’s financial services institutions are focusing on digital transformation, convergence and disruption from an array of non traditional competitors — all while meeting greater demands for trust and transparency.

We recruit, train and foster a diverse set of people who give their minds to building the future of financial services. Together, we explore new perspectives with innovative and innovative thinking to deliver exceptional client service and ensure that what we do today, counts for tomorrow.

CNS - Risk - Process & Controls :

Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modeling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management.


Your key responsibilities

The current role requires executing internal audit and other risk consulting engagements for asset managers or reviewing investment processes for insurance companies. As part of the role, the candidate is expected to:

• Perform end-to-end internal audits from planning to reporting including process understanding, walkthroughs, preparation of risk and control matrix / audit work program, control testing to assess their design and operating effectiveness, preparation of audit report and agreeing issues/ actions with management.

• Have an in-depth understanding of the asset management industry risks/ issues / trends and endto-end investment process (front, mid and back office processes) for all asset classes including fixed income, equities, derivatives, real estate, private equity/ hedge funds and alternatives.

• Have thorough knowledge and understanding of Internal Audit and SOX/ ICFR methodology and IIA requirements.

• Deliver / manage engagements to time, cost and high quality.

• Identify key areas of improvement in the client's business processes and add value by preparing insightful recommendations.

• Contribute to business development activities such as preparing proposals, lead identification

• Always comply with the firm’s quality and risk management policies


Skills and attributes

• Excellent oral and written communication skills

• Ability to work independently with minimum supervision

• Ability to quickly learn and handle new areas / solutions by leveraging internal and external knowledge sources

• Proactively anticipate engagement related risks and escalate issues as appropriate

• Strong relationship management skills to actively establish stakeholder / client (process owner/functional heads) and internal relationships

• Team player looking for opportunities to contribute to wider team goals

• Proficient in MS Office (Excel, Word, PowerPoint) skills, data analytics

• As part of a high-performing team, the individual should be self-motivated and willing to stretch to meet client and practice requirements

• Ability to work on multiple engagements/ clients concurrently

• Willingness to work across time zones and flexible to travel in future if needed

To qualify for the role you must have

· A CA or master's degree in Science or master's degree in arts or master's in business, accounting, finance, or a related discipline

3 to 5 years of experience


What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.

What we offer

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

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Yesterday
EY

EY SAP Enterprise Data Architect United States, New Jersey

Limitless High-tech career opportunities - Expoint
Design, develop, and implement end-to-end MDM solutions using Informatica MDM platform. Configure Data Models, Match & Merge rules, Hierarchies, Trust Framework , and workflows. Collaborate with business stakeholders, data architects,...
Description:

Job Summary:

MDM Hub).

This role involves architecting and developing MDM solutions, managing data quality, and ensuring data governance practices across the enterprise.

Key Responsibilities:

  • Design, develop, and implement end-to-end MDM solutions using Informatica MDM platform.
  • Configure Data Models, Match & Merge rules, Hierarchies, Trust Framework , and workflows.
  • Collaborate with business stakeholders, data architects, and developers to gather and analyse requirements.
  • Perform data profiling, cleansing, standardization, and validation for master data domains.
  • Implement data governance and stewardship workflows for maintaining data quality.
  • Monitor MDM performance, manage error handling and system tuning.
  • Prepare and maintain technical documentation, deployment guides , and support materials.
  • Provide technical support and troubleshooting during and post-deployment.
  • Stay up to date with Informatica MDM product updates, industry trends, and best practices.

Required Qualifications:

  • 3-7 years of experience in Informatica MDM development and implementation .
  • Strong understanding of MDM architecture, data modelling, and metadata management .
  • Hands-on experience with Informatica MDM Hub, e360, IDD, SIF, MDM Provisioning Tool , and ETL/ELT .
  • Experience with data quality tools (Informatica DQ or others) and MDM integration patterns .
  • Understanding of data governance principles and master data domains (customer, product, vendor, etc.).
  • Strong analytical and problem-solving skills.
  • Excellent communication and stakeholder engagement skills.

Preferred Qualifications:

  • Informatica MDM certification(s).
  • Experience with IDMC MDM – MDM SaaS
  • Familiarity with data governance platforms (e.g., Collibra, Informatica Axon).
  • Exposure to Agile/Scrum delivery methodologies.
  • Experience in large-scale MDM implementations in domains like Retail, Manufacturing, Healthcare, or BFSI.



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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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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The business architect is a key role in the tech industry. Bringing together business strategy and technology, this role is uniquely placed to drive efficiency and implement innovative solutions that help businesses get ahead. Business architects serve as the link between the organization and technology, working closely with stakeholders to develop programs and practices that facilitate the smooth deployment of technology-driven solutions. The core responsibilities of the business architect are to analyze an organization’s current IT infrastructure and develop strategies for optimization and improvement. They may work throughout the entire life cycle of a project; from project initiation to completion, and will often develop operational, organizational and system designs and models. They will also ensure that these designs are in alignment with business goals, objectives, processes and capabilities. Business architects help to ensure the development of robust and secure IT infrastructure. Working closely with software developers, they are responsible for designing, communicating and validating architectures for complex software applications. They will review technical designs and functional requirements, and may also be involved in customer configuration, system implementation and maintenance. At Expoint, business architects are highly valued and held in high regard. We understand the integral role played by business architects, and provide competitive salaries and attractive employee benefits that reflect this. Our business architects are given the autonomy they need to think commercially and analytically, and shape the IT environments of our valued clients. At Expoint, we are dedicated to finding the right talent for the right job, and have created an environment where our business architects can flourish and develop new skills. Join us today and become a key part of our tech team.