EY
Financial Services Technology Consulting - Wealth and Asset Management - Manager
EY, Boston, Massachusetts, us, 02298
Overview
EY is looking for a
Financial Services Technology Consulting – Wealth and Asset Management – Manager – Private Markets
in the U.S. as part of EY Technology Consulting’s Wealth and Asset Management practice. Key Responsibilities
Lead client and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models. Manage agile engineering pods – facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps. Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution. Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems. Lead modernization and migration efforts from legacy mainframe or on‑premise systems to modern, cloud‑based solutions. Apply agile and DevOps practices – leveraging automation, CI/CD, and data‑driven insights to accelerate platform delivery. Support solution design and implementation across traditional and alternative investment systems, including Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools. Contribute to vendor evaluations, proof‑of‑concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures. Collaborate with EY teams to develop and share insights on emerging trends such as private‑markets digitization, hybrid fund structures, and data standardization across the ecosystem. Skills And Attributes For Success
Strong understanding of the wealth and asset management industry, including investment products, operational workflows, data models, and reporting processes. Familiarity with private‑markets systems and data flows across Private Equity, Private Credit, Real Estate, and Infrastructure funds. Hands‑on experience with agile methodologies (Scrum, Kanban, SAFe) and agile ceremonies such as sprint planning, backlog refinement, and PI coordination. Proven ability to manage multiple engineering pods or delivery workstreams while maintaining clarity of scope, risk, and dependencies. Experience translating complex business or regulatory requirements into actionable technology deliverables and user stories. Technical fluency in at least one or more of the following:
Programming and scripting: Python, SQL, Java, or mainframe modernization (COBOL, JCL). Data and analytics: SQL‑based ETL pipelines, Power BI, Tableau, or cloud‑native data services (AWS, Azure, GCP). Workflow and automation: Unqork, Appian, UiPath, ServiceNow, Airflow, or similar orchestration platforms.
Understanding of APIs, microservices, data governance, and DevOps practices to support continuous integration and deployment. Required Qualifications
Bachelor’s degree in computer science, engineering, information systems, finance, or related field, or graduate degree with equivalent experience. Minimum of 4–5 years of experience in technology delivery, software engineering, or product management at a financial services company within wealth or asset management. Experience leading a team of technology advisors through all phases of the technology life cycle (requirements, architecture, design, development, implementation, conversion, testing). Strong analytical, communication, presentation, client service, and technical writing skills. Experience researching client inquiries and emerging issues, including regulations, industry practices, and new technologies. Willingness to travel; valid driver’s license and passport. Preferred Qualifications
Experience with front‑to‑back investment management platforms such as Aladdin, Charles River, SimCorp, or Eagle. Familiarity with alternative investment systems such as eFront, Investran, Geneva, DealCloud, LemonEdge, 73 Strings, or Yardi. Experience with data and API integration between fund accounting, investor servicing, and CRM systems. Certifications in Agile or Cloud (e.g., Certified Scrum Master, SAFe Agilist, AWS Cloud Practitioner, Azure Fundamentals). Prior experience consulting or managing large‑scale transformation programs across technology, operations, or data. What We Look For
Curious, motivated technology professionals who thrive at the intersection of financial services and digital transformation. Bring together business acumen, technical fluency, and agile delivery skills to help leading asset and wealth managers modernize platforms and create new client experiences. What We Offer
Competitive compensation, comprehensive benefits, flexible work environment, continuous learning opportunities, and a culture of inclusion and diversity. EY is an equal‑employment‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
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EY is looking for a
Financial Services Technology Consulting – Wealth and Asset Management – Manager – Private Markets
in the U.S. as part of EY Technology Consulting’s Wealth and Asset Management practice. Key Responsibilities
Lead client and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models. Manage agile engineering pods – facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps. Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution. Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems. Lead modernization and migration efforts from legacy mainframe or on‑premise systems to modern, cloud‑based solutions. Apply agile and DevOps practices – leveraging automation, CI/CD, and data‑driven insights to accelerate platform delivery. Support solution design and implementation across traditional and alternative investment systems, including Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools. Contribute to vendor evaluations, proof‑of‑concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures. Collaborate with EY teams to develop and share insights on emerging trends such as private‑markets digitization, hybrid fund structures, and data standardization across the ecosystem. Skills And Attributes For Success
Strong understanding of the wealth and asset management industry, including investment products, operational workflows, data models, and reporting processes. Familiarity with private‑markets systems and data flows across Private Equity, Private Credit, Real Estate, and Infrastructure funds. Hands‑on experience with agile methodologies (Scrum, Kanban, SAFe) and agile ceremonies such as sprint planning, backlog refinement, and PI coordination. Proven ability to manage multiple engineering pods or delivery workstreams while maintaining clarity of scope, risk, and dependencies. Experience translating complex business or regulatory requirements into actionable technology deliverables and user stories. Technical fluency in at least one or more of the following:
Programming and scripting: Python, SQL, Java, or mainframe modernization (COBOL, JCL). Data and analytics: SQL‑based ETL pipelines, Power BI, Tableau, or cloud‑native data services (AWS, Azure, GCP). Workflow and automation: Unqork, Appian, UiPath, ServiceNow, Airflow, or similar orchestration platforms.
Understanding of APIs, microservices, data governance, and DevOps practices to support continuous integration and deployment. Required Qualifications
Bachelor’s degree in computer science, engineering, information systems, finance, or related field, or graduate degree with equivalent experience. Minimum of 4–5 years of experience in technology delivery, software engineering, or product management at a financial services company within wealth or asset management. Experience leading a team of technology advisors through all phases of the technology life cycle (requirements, architecture, design, development, implementation, conversion, testing). Strong analytical, communication, presentation, client service, and technical writing skills. Experience researching client inquiries and emerging issues, including regulations, industry practices, and new technologies. Willingness to travel; valid driver’s license and passport. Preferred Qualifications
Experience with front‑to‑back investment management platforms such as Aladdin, Charles River, SimCorp, or Eagle. Familiarity with alternative investment systems such as eFront, Investran, Geneva, DealCloud, LemonEdge, 73 Strings, or Yardi. Experience with data and API integration between fund accounting, investor servicing, and CRM systems. Certifications in Agile or Cloud (e.g., Certified Scrum Master, SAFe Agilist, AWS Cloud Practitioner, Azure Fundamentals). Prior experience consulting or managing large‑scale transformation programs across technology, operations, or data. What We Look For
Curious, motivated technology professionals who thrive at the intersection of financial services and digital transformation. Bring together business acumen, technical fluency, and agile delivery skills to help leading asset and wealth managers modernize platforms and create new client experiences. What We Offer
Competitive compensation, comprehensive benefits, flexible work environment, continuous learning opportunities, and a culture of inclusion and diversity. EY is an equal‑employment‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
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