EY
Business Transformation Senior - WAM, Wealth Management
EY, Charlotte, North Carolina, United States, 28245
Business Transformation Senior - WAM, Wealth Management
Location: New York, Charlotte, Chicago, St. Louis, Boston
Join EY to help shape a better working world in the wealth and asset management sector. As a Senior Consultant in Asset & Wealth Management, you will drive transformational initiatives that align operating models, data, technology, and strategy for both traditional and alternative asset managers.
Opportunity As part of our Asset & Wealth Management practice, you’ll help clients better align their operating models, data, and technology with their business strategies. The work spans the full investment value chain—from front‑office strategy and product development to middle and back‑office transformation and digital enablement.
Key Responsibilities
Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
Help design and implement target operating models that improve scalability, cost efficiency, and governance across front, middle, and back‑office functions.
Participate in technology‑enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
Contribute to business development, thought leadership, and knowledge sharing within the team, especially around market convergence between traditional and alternative investments.
Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
Skills & Attributes for Success
Solid understanding of asset and wealth management industry, including investment operations, product structures, and client segments.
Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries).
Ability to translate complex business and operational requirements into practical, technology‑enabled solutions.
Strong analytical and communication skills, with ability to distill complex findings into actionable insights.
Proven ability to thrive in collaborative, fast‑paced consulting environments.
Qualifications
Bachelor’s degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
Minimum of 3 years of progressive experience in a traditional or alternative asset management firm, fund administrator, or wealth platform, or in financial services consulting with exposure to investment operations or technology transformation.
Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
Experience with process improvement, system implementation, project management, or middle‑office outsourcing.
Strong interpersonal, presentation, and client service skills.
Willingness to travel as required; valid driver’s license and passport.
Ideally You’ll Also Have
Prior consulting experience with a Big 4 or other global professional services firm.
Exposure to Private Markets operations, fund structures, or investor reporting.
Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
Interest in the intersection of public and private markets and how firms evolve to serve institutional and wealth clients more effectively.
What We Look For We seek passionate, curious professionals who combine strategic thinking with hands‑on delivery, bring autonomy, and drive meaningful change for clients while collaborating across EY’s global network.
What We Offer You
Competitive base salary range: $97,300 to $178,300 for all U.S. locations; higher ranges for key metros (e.g., $116,700 to $202,600 in New York City, Washington, and California excluding Sacramento).
Comprehensive benefits package including medical, dental, pension, 401(k), and paid time off.
Flexible hybrid work model, with expectation of 40–60% in‑office for client‑serving roles.
Flexible vacation policy and additional leave options to support well‑being.
Equal Opportunity Employer EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you have a disability and need assistance applying online or during any part of the application process, please contact EY Talent Support at 1-800-EY-HELP3 or email ssc.customersupport@ey.com.
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Join EY to help shape a better working world in the wealth and asset management sector. As a Senior Consultant in Asset & Wealth Management, you will drive transformational initiatives that align operating models, data, technology, and strategy for both traditional and alternative asset managers.
Opportunity As part of our Asset & Wealth Management practice, you’ll help clients better align their operating models, data, and technology with their business strategies. The work spans the full investment value chain—from front‑office strategy and product development to middle and back‑office transformation and digital enablement.
Key Responsibilities
Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
Help design and implement target operating models that improve scalability, cost efficiency, and governance across front, middle, and back‑office functions.
Participate in technology‑enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
Contribute to business development, thought leadership, and knowledge sharing within the team, especially around market convergence between traditional and alternative investments.
Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
Skills & Attributes for Success
Solid understanding of asset and wealth management industry, including investment operations, product structures, and client segments.
Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries).
Ability to translate complex business and operational requirements into practical, technology‑enabled solutions.
Strong analytical and communication skills, with ability to distill complex findings into actionable insights.
Proven ability to thrive in collaborative, fast‑paced consulting environments.
Qualifications
Bachelor’s degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
Minimum of 3 years of progressive experience in a traditional or alternative asset management firm, fund administrator, or wealth platform, or in financial services consulting with exposure to investment operations or technology transformation.
Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
Experience with process improvement, system implementation, project management, or middle‑office outsourcing.
Strong interpersonal, presentation, and client service skills.
Willingness to travel as required; valid driver’s license and passport.
Ideally You’ll Also Have
Prior consulting experience with a Big 4 or other global professional services firm.
Exposure to Private Markets operations, fund structures, or investor reporting.
Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
Interest in the intersection of public and private markets and how firms evolve to serve institutional and wealth clients more effectively.
What We Look For We seek passionate, curious professionals who combine strategic thinking with hands‑on delivery, bring autonomy, and drive meaningful change for clients while collaborating across EY’s global network.
What We Offer You
Competitive base salary range: $97,300 to $178,300 for all U.S. locations; higher ranges for key metros (e.g., $116,700 to $202,600 in New York City, Washington, and California excluding Sacramento).
Comprehensive benefits package including medical, dental, pension, 401(k), and paid time off.
Flexible hybrid work model, with expectation of 40–60% in‑office for client‑serving roles.
Flexible vacation policy and additional leave options to support well‑being.
Equal Opportunity Employer EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you have a disability and need assistance applying online or during any part of the application process, please contact EY Talent Support at 1-800-EY-HELP3 or email ssc.customersupport@ey.com.
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