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דרושים Service Management Office Manager ב-Ey ב-ארהב

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Service Management Office Manager ב-United States והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Ey. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
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נמצאו 828 משרות
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...
תיאור:

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...
תיאור:

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 SAP - Delivery Excellence Manager Location OPEN United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
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...
תיאור:

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.

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

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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Yesterday
EY

EY Financial Services - Technology Consulting Product Manager United States, New York, New York

Limitless High-tech career opportunities - Expoint
Strategy and OrganizationDevelop product strategies that align with business objectives and account for technology, data and experience design considerationsDefine product organization and operating models (e.g. product taxonomy, organizational structure, funding...
תיאור:

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.

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 $125,900 to $231,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $151,200 to $262,600. 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 Service Delivery Center - EY Comply Ops United States, Pennsylvania, Philadelphia

Limitless High-tech career opportunities - Expoint
Minimum of 3+ years' experience in a similar role – either from another audit house or an in-house transfer pricing section. An understanding of complex transfer pricing concepts and broad...
תיאור:

Our global tax professionals deliver connected services across disciplines, helping clients navigate change and make informed decisions. Using advanced technology and deep expertise, we support planning, compliance, and strategy across six sub-service lines. If you're committed, thorough, and experienced in international tax, we’d love to hear from you.

Join our GCC-based tax team as an experienced transfer pricing specialist, where you'll work in a professional, client-focused environment on exciting projects. We offer flexibility and autonomy, allowing you to shape your workday while contributing to impactful solutions.

Your key responsibilities

You'll play a key role throughout the project lifecycle, translating data into insights and building strong client relationships across industries. You'll also lead multiple transfer pricing engagements and contribute to high-quality tax planning services.

Qualifications & Experience

  • Minimum of 3+ years' experience in a similar role – either from another audit house or an in-house transfer pricing section
  • An understanding of complex transfer pricing concepts and broad exposure to transfer pricing issues
  • Strong organizational, analytical and verbal/written communication skills
  • Professional and educational qualifications are Master of Science (MSc) in Business Administration and Commercial Law, Master of Science (MSc) in Business Administration and Auditing or Master of Laws

Ideally, you’ll also have

  • Proficiency in Arabic
  • A consistent record of excellence in a professional services environment
  • Existing transfer pricing experience

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Yesterday
EY

EY Financial Services Tech Consulting Manager - WAM Aladdin United States, New York, New York

Limitless High-tech career opportunities - Expoint
Performing and reviewing daily accounting transactions of clients. Performing month end / quarter end / year end closing activities. Maintaining reconciliations with related and third parties. Preparing tax returns and...
תיאור:

Together, all in, to build a better working world.

Your key responsibilities

  • Performing and reviewing daily accounting transactions of clients
  • Performing month end / quarter end / year end closing activities
  • Maintaining reconciliations with related and third parties
  • Preparing tax returns and other compliance requirements
  • Preparing payrolls for clients’ employees
  • Coordination and communication with shared service centers and clients’ tax teams resident abroad
  • Coordination and communication with clients’ tax offices
  • Following legislative changes and implementing when applicable
  • Coordination with other sub-service lines of EY Tax team
  • Supervising the engagement team

Skills and attributes for success

  • University degree, preferably in Accounting and Finance or Business Administration
  • Knowledge of Uniform Chart of Account; experienced in general accounting for 2 -7 years
  • Excellent Excel, PowerPoint and Word skills and experienced in reporting
  • Fluency in both written and spoken English
  • Knowledge of MS NAV, SAP and Oracle accounting systems is an asset
  • Knowledge e-applications such as e-invoice, e-ledger etc.
  • Proven originator and team player
  • Ability to work with flexible working hours
  • SMMM qualification is an asset

What we offer you

Building a better working world

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Yesterday
EY

EY Government Public Sector - Assurance Manager United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Develop and maintain strong, productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year. Direct field work, inform...
תיאור:

Our Government & Public Sector Assurance practice is growing exponentially, and as a manager, you'll play a key role in that growth. Together with our substantial investments in technology, knowledge, and learning resources on behalf of our audit professionals, this commitment will enable us to deliver quality assurance services to our clients and their stakeholders. While interacting with our clients, you'll develop your career by communicating and providing expertise around data integrity that can provide improved insight within the accounting, finance, governance, and regulatory space.

Your key responsibilities

The nature of this role means that you will be recognized as a primary day-to-day contact for our clients. That means you'll develop your knowledge by learning about current issues, profession, and business developments relevant to the client's industry, so we'll look to you to build relationships and manage teams.

Skills and attributes for success

  • Develop and maintain strong, productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year
  • Direct field work, inform supervisors of the audit engagement status and manage assurance staff performance
  • Demonstrate a thorough understanding of complex accounting and auditing concepts and apply them to client situations
  • Develop people through effectively delegating audit tasks and providing guidance to assurance staff
  • Provide performance feedback, training and performance reviews for assurance staff
  • Contribute ideas/opinions to the assurance teams and listen/respond to other assurance team members' views
  • Foster an efficient, innovative and team-oriented work environment
  • Use technology to continually learn, share knowledge with assurance team members and enhance service delivery
  • Direct field work, inform supervisors of the audit engagement status and manage assurance staff performance
  • Develop an understanding of EY's service lines and actively seek/encourage assurance team members to contribute ideas and identify opportunities to apply the firm's services

To qualify for the role you must have

  • A bachelor's degree an approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience, with approximately 2 years of audit experience with a public accounting firm
  • A degree in Accounting, Finance, or related field
  • U.S. CPA license
  • Must be able to obtain and maintain a secret clearance or higher.
  • Excellent project management skills; advanced written and verbal communication skills
  • Dedication to teamwork and leadership
  • Integrity within a processional environment
  • The EY Government and Public Sector Practice's staffing model is to assign resources to projects aligned to the office within the metropolitan area you have been hired; however, in certain circumstances, travel may be required within and/or beyond your geographic region based on client and project needs. For roles within the federal practice, the flexibility to travel up to approximately 30% is preferred. Within the state, local and education practice, the flexibility to travel up to approximately 80% is preferred.

Ideally you'll also have

  • CGFM and/or CDFM

What we look for

We're interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We're not just looking for accounting and audit experience — we're after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you're a confident leader with a curious mind and the ability to solve complex issues, this role is for you.

What we offer you

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,200 to $178,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


Show more
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...
תיאור:

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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בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Service Management Office Manager בחברת Ey ב-United States. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.