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Yesterday
EY

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

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

As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges.

Skills and attributes for success
  • Strong communications, facilitation, and presentation skills
  • Ability to manage and establish trusted relationships with senior client stakeholders
  • Demonstrate the ability to effectively perform in cross-functional teams
  • Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
  • Drive high-quality work products within expected time frames and on budget
  • Project delivery skills including the ability to scope/size a project, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream
  • Passion for the Wealth Management industry, with a preference toward previous industry experience
To qualify for the role you must have
  • A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
  • 4-6 years of relevant experience. Preferred experience includes
    • Strong experience in Wealth Management (business, operations, or IT)
    • 3+ years of consulting, industry and/or service provider experience
    • Performance Improvement / Operations experience
    • Project Manager / Work stream lead experience
  • Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the wealth management area
  • Participation in technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc.
  • Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks
  • Ability to synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers
  • Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc. experience
  • Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
  • A willingness to work in person (EY office and/or client site) 3 days a week
  • A willingness to travel to meet client needs and a valid driver's license and passport required
  • Proficiency in MS Office, particularly PowerPoint and Excel
What We Look For

We're interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you'll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're passionate about consulting and ready to take on some of our clients' most complex issues, this role is for you.


At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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Yesterday
EY

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

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

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

The opportunity

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

Your Key responsibilities

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

Skills and attributes for success

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

To qualify for the role you must have

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

Ideally, you’ll also have

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

What we offer

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

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

EY Managed Services - Integrated Risk Management Archer Senior ... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Responsible for managing IRM service center delivery around GRC offerings. Support ongoing maintenance and enhancement requirements for our clients. Supervising daily activities of 8-12 service center Tier 1 or 2...
Description:

Integrated Risk Management (IRM) Managed Services Center Senior Analyst (Senior)

The risk landscape is continuously changing due to market volatility, geopolitical crises, wide-spread economic changes, regulatory reforms and cyber threats. As a result, organizations look to us to transform their approach to risk to turn it in a means to not only protect the enterprise but create value.

Clients retain IRM Managed Services to assist them with transforming their risk functions and providing operational support for technology solutions to provide the executive leadership with valuable insight for decision making. As an IRM professional you will belong to a globally connected team of specialists delivering services from our Dallas Service Center.

Your Key Responsibilities

As a member of our IRM service center, you will be part of a specialized team supporting the delivery of risk and technology solutions on Governance, Risk, and Compliance (GRC) platforms such as Archer Technologies and Service Now.

Skills and Attributes for Success

  • Responsible for managing IRM service center delivery around GRC offerings
  • Support ongoing maintenance and enhancement requirements for our clients
  • Supervising daily activities of 8-12 service center Tier 1 or 2 Analysts
  • Managing project/engagement budgets for IRM service center capabilities
  • Support development of policies and procedures to guide IRM service center activities
  • Assist IRM service center manager with project planning and identification of opportunities to improve delivery of services
  • Communicate issues and seek support in a timely manner to eliminate roadblocks and drive collaboration, speed, innovation, and excellence
  • Maintain a professional communicative relationship with IRM engagement team utilizing IRM service center support
  • Provide timely, comprehensive, and accurate information in both written and verbal communications

To qualify for the role, you must have

  • 2+ years of relative development experience as a System Administrator
  • Archer Certified Administrator – Specialist or Archer Certified Administrator – Expert (formerly Archer Certified Professional)
  • Experience with data feeds, APIs, and other integrations
  • Proficiency with Microsoft Office (e.g., Outlook, Word, Excel, PowerPoint, etc.)
  • Possess working knowledge of and prior experience applying risk management fundamentals
  • Excellent written and oral communication skills
  • Proven leadership skills
  • Past experience managing and prioritizing multiple projects / work streams
  • Ability to think critically and problem solve
  • A team-focused mentality with the proven ability to work effectively with diverse stakeholders
  • Proactive attitude, seeking for improvement opportunities which can positively impact the business
  • An ability to work under pressure while maintaining a professional image and approach
  • Decision-making capabilities, with an ability to weigh the pros and cons of potential actions and identify the most appropriate one

Ideally, you’d also have

  • Associate or Bachelor’s degree in Computer Science, Information Systems, Business, or other related area of study preferred
  • Prior military experience preferred
  • Ability to obtain and maintain a Secret-level clearance or higher
  • Past experience mentoring and developing personnel
  • ServiceNow Certifications: Certified System Administrator (CSA)
  • Proficiency with scripting and data integration within the ServiceNow platform
  • 2+ years of supervisory experience

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 $86,500 to $142,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $103,700 to $162,100. 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 Senior Finance Analyst – Liquidity Management/Treasury/CFO United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Measures, analyzes, monitors, and reports on the bank's spot and forecasted liquidity position, provides guidance to business units to improve liquidity position, and supports regulatory and management liquidity reporting. Oversees...
Description:

Job Description:

Job Description:

This job is responsible for influencing and driving optimal bank-wide liquidity strategies by Lines of Business (LOBs) and legal entity in business as usual (BAU) and stress scenarios. Key responsibilities include overseeing and influencing liquidity utilization across the organization and providing input into process and control designs, operational risk mitigation, issue management, automation, and other initiatives across the bank.

Responsibilities:

  • Measures, analyzes, monitors, and reports on the bank's spot and forecasted liquidity position, provides guidance to business units to improve liquidity position, and supports regulatory and management liquidity reporting.
  • Oversees processes, risks, and controls and tracks and monitors issues to ensure adherence with policies, risk standards, and compliance with internal and regulatory liquidity reporting requirements.
  • Partners with other Lines of Business (LOBs) to determine limits, guidelines, and direction, ensuring alignment with overall business objectives and the bank's risk framework.
  • Monitors liquidity risk trends relating to business activities and correlations between business drivers and liquidity usage and builds out enhanced liquidity reporting.
  • Streamlines reporting processes and builds out analytic capabilities using emerging technology (e.g., Alteryx, Tableau, etc.)
  • Provides input into monthly and quarterly reporting, disclosures, and presentations for Risk Committees, Board of Directors, and enterprise and local regulators.

Required Qualifications:

  • 2+ years of industry experience working with financial products.
  • Energetic and self-motivated. Candidate should have a strong intellectual curiosity.
  • Strong quantitative background including excel modelling.
  • Excellent communication skills – both written and verbal
  • Ability to drive project goals across functions with minimal oversight.
  • Analytical Thinking
  • Financial Forecasting and Modeling
  • Attention to Detail

Desired Qualifications:

  • Prime Brokerage, derivatives or secured funding (either regulatory, reporting or business)
  • Working knowledge of regulatory liquidity framework

Skills:

  • Analytical Thinking
  • Financial Forecasting and Modeling
  • Liquidity Management
  • Regulatory Compliance
  • Reporting
  • Attention to Detail
  • Benchmarking
  • Data and Trend Analysis
  • Financial Analysis
  • Scenario Planning and Analysis
  • Business Acumen
  • Financial Management
  • Monitoring, Surveillance, and Testing
  • Policies, Procedures, and Guidelines
  • Risk Management
1st shift (United States of America)

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Yesterday
EY

EY Financial Services - Wealth Asset Management United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
1. Basic Digital Literacy Proficiency in MS Office Suite (Excel, PowerPoint, Word) for reporting and content creation. Ability to navigate virtual collaboration tools (MS Teams, Zoom). 2. Learning Tools Familiarity...
Description:

: Associate-Operations-HR-CBS - TAL - Learning - Gurgaon
Operations :

No Data Available


Technical Excellence

  • 1. Basic Digital Literacy Proficiency in MS Office Suite (Excel, PowerPoint, Word) for reporting and content creation. Ability to navigate virtual collaboration tools (MS Teams, Zoom). 2. Learning Tools Familiarity Exposure to or willingness to learn Learning Management Systems (LMS) like SuccessFactors etc. Basic understanding of eLearning formats (SCORM, video-based learning). 3. Content Support Ability to assist in content formatting and uploading on learning platforms. Familiarity with basic design tools (Canva or PowerPoint) for creating simple learning aids. 4. Data Handling Comfort with basic data entry and reporting in Excel. Ability to maintain learning records and dashboards under guidance. 5. Adaptability to Technology Willingness to learn AI-enabled tools for content generation and personalization. Openness to explore new learning technologies as guided by the team.

Qualification

  • Bachelor of Business Administration
  • Bachelor of Arts in English Literature

Experience

  • not applicable


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 positive energy, while being adaptable and creative in their approach.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 US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR- Senior United States, New York, New York

Limitless High-tech career opportunities - Expoint
A strategic eye toward prioritizing when working on multiple complex projects. Influencing skills, and the confidence and curiosity to question existing processes. Experience reviewing K-1 extraction data and footnotes, and...
Description:

Your key responsibilities

  • A strategic eye toward prioritizing when working on multiple complex projects

  • Influencing skills, and the confidence and curiosity to question existing processes

  • Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns

  • Familiarity with taxable income allocations

  • Experience with corporate tax extension requests for corporate tax returns

  • The ability to produce technical writing and research in a tax context

  • Comfort with working remotely in a virtual team environment

To qualify for this role, you must have

  • A bachelor's degree in accounting, finance, business or a related discipline

  • A minimum of 3 years of relevant investment or operating partnership tax compliance experience

  • A proven record of excellence in a professional services or tax organization

  • Knowledge in partnership tax technical and transactional skills

Ideally, you'll also have

  • A proven record of excellence in public accounting in a top or mid-tier firm

  • Experience with hedge funds or private equity funds preferred

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 .

  • The salary range for this job in all geographic locations in the US is $60/hr to $90/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.


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Yesterday
PA

Palo Alto Solutions Consultant - Federal System Integrators United States, Virginia

Limitless High-tech career opportunities - Expoint
Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products. Act as...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

As the, you will be the, including full-time employees and/or assigned personnel. You will be responsible for driving leadership over the professional services business and providing strategic and operational oversight to the Senior Managers and regional delivery leaders who report to this role. You will be instrumental in defining thenecessary to scale technical services delivery across key U.S. Federal, State, and Local accounts. This role is highly integrated with the Service Sales, Product Sales, and other Support teams, focusing on building strong, trusted customer relationships and ensuring successful outcomes.


Your Impact

  • Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products.

  • Act as the single point of accountability for technical services, interfacing with GCS, Sales, Product, Engineering, and Partner teams to ensure alignment and delivery of business outcomes.

  • Serve as the Executive Sponsor for strategic US Public Sector accounts, engaging with executive-level customer stakeholders (e.g., CIOs, CISOs) to provide value reviews and resolve high-stakes escalated issues.

  • Build and develop a high-performing team of technical professionals through hiring the best talent in the industry, mentoring/coaching, and performance management in line with the defined capability requirements for the team.

  • Drive and achieve the following business and operational objectives:

    • Maintain consistently high utilization of PS consultants through optimal planning and backlog management.

    • Design and maintain the best resource mix across FTEs and contractors, maximizing quality and agility.

    • Reduce Time to Value (TTV) by accelerating deployment and adoption timelines.

    • Contribute to Service Sales Growth by enabling scalable, value-driven technical offerings.

    • Achieve global target service margin ratios through delivery efficiency and cost control.

    • Build and sustain strong, strategic relationships with subcontractors and delivery partners.

    • Ensure high levels of customer satisfaction (CSAT) through proactive support and continuous improvement.

  • Drive continuous improvement across the delivery of Netsec Professional Services and Customer Success Engineering, through the use of Automation and AI to drive efficiency, quality, and scale.

  • Standardize and continuously optimize the NetSec operating rhythm and delivery practices to improve service health.

  • Represent US Public Sector region at a global level, sharing customer insights, local challenges, and opportunities for regional impact.

  • A significant portion of your impact is external: collaborating with the sales leadership team, product, portfolio, and support teams, where you will act as the Professional Services liaison to enable client success. You will build strong customer relationships and be the point of contact for successfully handling customer escalations to maintain high customer satisfaction.

Your Experience

  • 10+ years of experience in technical services, professional services, customer success, support or related functions within a high-growth SaaS/cloud enterprise environment.
  • 5+ years of experience in a leadership role managing regional teams, including direct and matrixed reporting lines.
  • Demonstrated success in managing performance against KPIs related to deployment, adoption, margin, utilization, and CSAT.
  • Strong foundational understanding of Internet security concepts and products, with a demonstrated knowledge of NGFW and SASE (Secure Access Service Edge) architecture and its components.
  • Demonstrated experience running a profitable Professional Services or Customer Success business , including achieving revenue/margin targets, managing backlog, health and optimizing project closure rates.
  • Skilled in key business systems, including:

    • Experience with Professional Services Automation (PSA) tools (e.g., Clarizen, Certina, Kantata) for tracking metrics like utilization, time-off, and backlog.
    • Experience with Sales Management tools (e.g., Salesforce) for revenue forecasting and pipeline review.
    • Experience with Business Intelligence (BI) tools (e.g., Tableau) for reporting on key operational metrics.
  • Demonstrated ability to manage critical customer escalations effectively and ensure prompt resolution for high-profile clients.
  • Excellent written and verbal communication skills with the ability to clearly articulate complex technical knowledge to non-technical individuals and leadership.
  • Undergraduate degree in a related field (CS, IS, EE, CE, IT, etc.) or commensurate experience.
  • US Government DoD Active Top Secret Clearance or higher.
  • Relevant industry certifications such as CISSP and/or PMP are highly desirable.
  • Background in cybersecurity or enterprise IT preferred.
  • Ability to travel up to 25%+ domestically to customer sites and internal business meetings.

As threats and technology evolve, we stay in step to accomplish our mission. You’ll be involved in implementing new products, transitioning from old products to new, and fixing integrations and critical issues as they are raised. But you won’t wait for them to be raised, you’ll seek them out, too. We fix and identify technical problems with a pointed focus of providing the best customer support in the industry.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $230000 - $268000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

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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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