Senior Account Manager jobs

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.

• 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

• 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

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.

Requisition Id : 1643252

ASU - FAAS - Financial&AccountingAdv :

1) Ensuring their accounts comply with the requisite audit standards

2) Providing a robust and clear perspective to audit committees and

3) Providing critical information for stakeholders.

Our Service Offerings include External Audit, Financial Accounting Advisory Services (FAAS), IFRS & US GAAP conversion, IPO and other public offering, Corporate Treasury - IFRS 9 accounting & implementation support etc.

Your key responsibilities

Technical Excellence

Experience in developing custom applications in Python/ .Net / Java

Skills and attributes

To qualify for the role you must have
Qualification

Certification in python / Java / .NET

5-7 years of experience in python/.NET/Java programming

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.

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.

As Testing Manager, your focus will be planning and executing various test cycles for large SAP implementations. You will work with the project team and third parties to confirm the business requirements that must be tested and the approach to meet testing requirements. You will be responsible for working directly with the functional work streams to build test scenarios and cases that cover all business requirements and satisfy the defined test strategy. Testing cycles can include functional unit testing, system integration testing, user acceptance testing, and regression testing.

In this role, you will build and manage the delivery of technology transformation projects and programs that align with our organizational strategy. You will provide assurance to leadership by managing timelines, costs, and quality, while leading both technical and non-technical project teams in the development and implementation of innovative technology solutions.

Your key responsibilities

As a Manager in this dynamic role, you will be at the forefront of technology transformation, ensuring that projects are delivered effectively and efficiently. You will face challenges that require innovative problem-solving skills and will have the opportunity to learn and grow in a fast-paced environment. Your responsibilities will include:

• Leading workstream delivery and tracking deliverable completion and project status.
• Actively participating in client working sessions and leading workstreams from planning through execution to closure.
• Managing engagement economics and implementing resource plans and budgets.
• Travel required regularly as needed by external client.

Skills and attributes for success

To thrive in this role, you will need a blend of technical and interpersonal skills. Your ability to build and manage relationships will be key to your success. The following skills and attributes will make a significant impact:

• Define the test strategy, planning, implementing and quality assurance for large complex projects
• Proven ability to drive test design, preparation, and execution across extensive business and system requirements within tight timelines.
• Proficiency in project and portfolio management tools.
• Strong understanding of iterative and hybrid delivery methodologies.
• Ability to manage project or program resource management effectively.
• Excellent communication skills with a focus on client trust and value.

To qualify for the role, you must have

• A bachelor’s degree (4-year degree).
• Typically, no less than 4 - 6 years of proven experience in a testing lead role, specifically with large SAP implementations.
• Experience in developing test strategies, scenarios, and cases.
• Strong understanding of various testing methodologies and best practices.
• Demonstrate expertise in technical skills application functional design.
• Familiarity with the System Development Lifecycle.
• Knowledge of the Technology Landscape.
• Experience in leading teams.
• A flexibility and willingness to travel to meet client needs; travel is estimated at 40-60%.

Ideally, you’ll also have

• Familiarity with testing tools and automation frameworks.
• Experience in leading complex technical initiatives.
• A track record of continuous process improvement.
• Strong analytical skills with a focus on innovative solutions.

FS :

Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives.

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

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

CNS - BC - Marketing Sales & Service :

It has multiple fields of play such as:

Supply Chain and Operations - we provide a unique combination of industry-specific, strategic, operational and financial insights, digital technology advances and strategic alliance partners to deliver better outcomes and also help clients effect fundamental change in their operations’ performance to support sales growth, become more cost competitive, minimize risk and ensure operational resilience.

Technical Excellence

• Demonstrated expertise in the payments ecosystem, particularly in retail payment systems, to provide strategic and operational insights. Strong understanding of regulatory compliance and technology platforms related to payments, facilitating informed decision-making for clients. Proficient in business strategy and operating model design to optimize client operations in the payments sector. Ability to analyze market trends and provide actionable recommendations for new product development and market entry strategies. Experience in leading program management efforts, ensuring successful delivery of projects and alignment with client objectives.

Qualification

• Master of Business Administration
• Post Graduate Diploma in Management

Experience

• Payments (3+ Years)

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.

Your key responsibilities

You will be part of diverse teams of professionals across different geographies to deliver a wide range of data and analytics services. You will be solving complex issues and driving growth across financial services.

Skills and attributes for success

• Fostering an innovative and inclusive team-oriented work environment
• Working in diverse teams of professionals with different backgrounds
• Demonstrating in-depth technical capabilities and professional knowledge
• Contributing to thought leadership through white papers, point of views, and proof of concepts
• Working in an entrepreneurial environment to pave your own career path
• Ability to meet deadlines, own deliverables and contribute to project delivery

To qualify for the role, you must have

• Undergraduate or Master’s degree in a quantitative field (e.g. engineering, computer science, business, economics, finance, statistics, and/or analytics).
• At least 2 to 5 years of related work experience in banking, capital markets, insurance, or asset management domain
• Good communication (verbal and written) with the ability to effectively advocate technical solutions and results to technology and business audiences
• Experience working independently, efficiently, and effectively under extreme time constraints and delivering results by critical deadlines
• Strong analytical and problem-solving skills
• Experience with client-facing activities such as requirements gathering, facilitating meetings, presentation creation, and ability to prepare client ready deliverables
• Proven track record of consistently meeting deadlines, and provide reporting and business recommendations in a dynamic environment
• Good leadership and teaming skills
• Strong organizational and time-management skills
• Ability to integrate new knowledge and adapt to change with a natural curiosity and desire to learn
• A willingness and ability to travel to meet client needs; travel is estimated at 60%
• Valid Passport

DAE Specific

• Ability to understand business challenges and address remediations through data architecture and engineering solutions.
• Must have practical experience assisting clients with development of one or more of strategic Data Architecture and Engineering, Cloud Data Modernization, Data migration and Event-driven architecture, preferably focused on financial services.
• Experience development of large data platforms, data warehouses and data lakes, streaming applications, data ingestion, integration, and distribution pipelines.
• Practical experience using latest technologies for data ingestion, integration, transformation, storage, mining/warehousing, big data analytics, and visualization.
• Understanding of traditional data architecture practices (data warehousing, datahub, MDM, ODS etc.) as well transition to Next-Gen platform architectures such as distributed data lake and Data mesh on cloud, etc.
• Practitioner experience in multiple data technologies such as:
• Cloud Data Platforms (AWS, Azure, Google Platform, Databricks, Snowflake)
• Big Data applications and Distributed Processing (Hadoop and Spark ecosystem components)
• Data integration Tools (Informatica, Talend, etc.)
• Experience with scripting languages: Python, Java, C++, Scala, etc.
• Traditional RDBMS (Teradata, Netezza, MS SQL Server, Oracle, MySQL, PostgreSQL)
• MPP (Snowflake, BigQuery, AWS Redshift etc.)
• NoSQL (MongoDB, DynamoDB, Cassandra, Neo4J, Titan, Elasticsearch)
• Streaming Platform and Applications (Spark streaming, Kafka, Storm, etc.)
• Experience with data pipeline and workflow management tools (Airflow, etc.)
• Dev Ops (GitHub, Kubernetes Jenkins, Terraform)
• Data Modeling (Data vault, Star, Snowflake)

Ideally, you’ll also have

• Master’s degree in Business Administration (MBA) or Science (MS) preferred
• Prior consulting experience

What we offer you

Your key responsibilities

The goal is to support our clients to transform their business through product management. As a Product Manager, you will work with multi-discipline feature teams including user experience experts, architects, engineers and others to define and roll out products and services for large global organizations. You will take a user-centric and data-driven approach to product development. You will advocate for the user throughout the product development lifecycle. You can break down and simplify complex processes and touchpoints to deliver exceptional experiences. You are a strategic thinker, can prioritize and define product roadmaps, manage a product backlog, make quick decisions and coordinate the team to release quality products within planned timelines. You understand modern platform structures, cloud architectures, digital platforms and enablers, and data strategy considerations. In addition, you understand and have a perspective on how product and delivery organizations are structured and operate within complex, regulated national and global companies. Outside of client engagements, you have experience with business development activities (e.g. pursuits, proposals) and practice building activities such as mentoring teams and developing/delivering trainings.

Skills and attributes for

• Strategy and Organization
  • Develop product strategies that align with business objectives and account for technology, data and experience design considerations
  • Define product organization and operating models (e.g. product taxonomy, organizational structure, funding methods, product delivery processes, governance models, decision-making models) that help our clients better allocate funding, prioritize work and drive quality and efficient delivery
  • Improve portfolio management with product metrics and OKRs that align work to business objectives and increase transparency/traceability of outcomes
• Technology Delivery
  • Drive technology delivery through defining business requirements (user stories and acceptance criteria), prioritizing backlogs, and creating and maintaining roadmaps
  • Lead cross-functional teams of designers, engineers and testers through the software development lifecycle (SDLC) from ideation through implementation and deployment
  • Advocate and operationalize cross-functional best practices such as user testing, functional and regression test automation and alignment to industry/client standards
• Product Enablement
  • Utilize prevalent product management tools (e.g. JIRA, Azure DevOps, AhA!, Productboard) to ideate and deliver technology solutions
  • Utilize product analytics software and frameworks (e.g, Pendo, amplitude, etc.) to derive insights on user behavior, product performance, and value delivery, translating findings into actionable recommendations
  • Advise on and implement best practices and standards for experience design, agile delivery, technology and data
  • Operationalize leading technologies including generative AI to improve quality and efficiency throughout the SDLC (e.g. user story definition)
• Core Consulting
  • Construct and communicate a compelling story to rally the client around potential changes and associated benefits
  • Own the desired outcomes defined in client engagements and carry through to implementation
  • Manage service delivery, identifying future sales opportunities, and supporting practice development activities.
  • Maintain long-term client relationships and networks and cultivate business development opportunities.
  • Effectively work with client engagement teams with diverse skills and backgrounds fostering an innovative and inclusive work environment.
  • Demonstrate understanding of current technology environment and industry trends and provide recommendations for engagement and client service issues.

To qualify for the role you must have

• Bachelor’s degree in Computer Science, Engineering, Information Systems Management, Accounting, Finance, or a related field and 5 years of progressive, post-baccalaureate work experience. Alternatively, will accept a Master’s degree in Computer Science, Engineering, Information Systems Management, Accounting, Finance, or a related field and 4 years of work experience.
• Facilitate discussions with technical, design and business subject-matter resources to document requirements, establish a vision, and articulate alternatives for future state solutions across various domains and channels.
• Has set product vision, defined and managed product roadmaps, prioritized and managed the backlog and has led product launches.
• Can participate in and drive ideation sessions, standups, sprints and scrums.
• Has a specific domain knowledge and understands the dynamics impacting their product such as market trends, technology and regulatory rules.
• Experience with successfully managing projects with defined deliverables and budgets. Experience must include budgeting and managing the schedule; client relationship management; communicating strategically around key issues; conflict resolution and consensus building.
• Must have a thorough understanding of complex information systems and technology organizations and to be able to work effectively between the application, data infrastructure, operations and security architectural spaces
• Proven delivery skills including the ability to scope/size a project; staff a team with the appropriate skill set; provide subject matter direction and guidance to a team; manage communications with the project sponsors and manage the delivery of an engagement workstream.
• Requires domestic and regional travel up to 80% to serve client needs.