EY Business Transformation Architecture - 

Canada, Ontario, Toronto 

126223273

Our engagements span from strategic assessments, advisor & client experience design, target operating model designs, system / vendor selections, technology and data architecture design and implementation support of mid to large scale transformation opportunities.

Your key responsibilities

• Lead multiple client engagements – Manage and lead the delivery of small and large / complex client engagements including overseeing planning, execution, stakeholder management and delivering strategic outcomes
• Provide subject matter guidance to team members based on experience and knowledge of wealth management industry & experience with technology and operations projects
• Business & practice development – Assist the partners and the team by leading and managing business development initiatives including developing proposals and scoping documents, and proactively building relationships with clients and peers at EY
• Team management – Support people development through activities such as recruitment, mentoring and counsellor programmes
• Account management & Financials – Oversee engagement financials to maintain profitability, and efficient resource allocation as well as maintain compliance with internal risk and oversight procedures
• Work with the partners, other practices and the team to execute the growth strategy and initiatives

Skills and attributes for success

• Bring an understanding of the various aspects of the Wealth Management lifecycle including, relationship management, wealth planning, client onboarding and investment management
• Knowledge of and/or direct experience working with wealth technology platforms and service providers
• Proven delivery leadership and people leadership roles in wealth management programs
• Strong communication and interpersonal skills, with the ability to engage and influence senior-level stakeholders.
• Structured approach to critical problem solving
• Ability to lead cross-functional teams and manage complex client engagement teams in a collaborative environment, to provide valuable insight and high-impact solutions to client issues.
• A high level of motivation and a self-starting attitude and an ability to think outside of the box and thrive on new challenges

To qualify for the role you must have

• A successful track record leading projects (10 years+) in wealth management industry, gained through experience working at a wealth management firm, a top tier consulting firm, a specialist financial services consultancy, or an wealth management technology or service provider
• Experience of leading sales collateral such as proposal responses
• Strong business writing, presentations and stakeholder management skills
• People coaching and mentoring experience
• Extensive program delivery and project management experience
• Deep understanding of current market trends in the wealth management industry and subject matter expertise

Ideally, you’ll also have

• Good understanding of one or more of the following: front office distribution models, product & investment management, operations, , data & technology ecosystems.
• Proven track record of sales and delivery in a management consulting context with established client relationships and experience in Canada.
• Prior experience in consulting preferred.