Wealth & Asset Management - Financial Services - Technology Consulting - Senior

Company: Ernst & Young Advisory Services Sdn Bhd
Location: Charlotte
Posted on: April 1, 2025

Job Description:

Wealth & Asset Management - Financial Services - Technology Consulting - SeniorLocation: CharlotteOther locations: Primary Location OnlyDate: Mar 26, 2025Requisition ID: 1595466At 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. Join us and build an exceptional experience for yourself, and a better working world for all.The exceptional EY experience. It's yours to build.EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!The opportunityThe modern Wealth Management industry has been shaped by disruptive forces from pricing pressure and new market entrants to a need for refreshed distribution strategies in the face of shifting customer preferences. Our clients are seeking to redefine the value of the services they provide and answers to bold questions leading to new strategies, more efficient operations, and accelerated growth.EY Consulting's Wealth Management practice is a unique, industry-focused business unit that provides technology consulting services to asset and wealth management firms and services providers. We partner with project teams within the sector to support clients in defining and implementing technology solutions to enhance and expand current operations. Assist in providing comprehensive technology solutions that enable asset and wealth management firms to enhance business performance through strategic technology initiatives. Participate in technology strategy and enablement, front and back-office platform assessment, and information management services and security. Assist in creating thought leadership and recommendations to the management based on technology and process best practices. Develop and maintain long-term client relationships and networks. Manage risk in the delivery of quality client services.Your key responsibilities

• Working in and leading a collaborative team, managing relationships and feedback, and aligning goals and expectations among direct reports, peers, project leads, and senior managers/partners
• Developing subject matter expertise across the wealth management sector
• Conducting primary and secondary research to develop transformative go-to-market strategies and roadmaps including competitive benchmarking, customer experience/journeys and segmentation, FinTech M&A and integration, and market entry
• Supporting clients in building industry leading solutions utilizing Agile methodologies across the product development lifecycle from ideation to implementation; working cross functionally with User Experience/Design and Technology businesses
• Partnering with senior practitioners to develop industry defining thought leadership to form EY's perspective on disruptive topics in Wealth Management such as digital marketing, financial wellness, sustainability and ESG, behavioral science, and AI driven robo-advisor toolsSkills and attributes for success
  • Ability to stay abreast of current business and industry trends relevant to the client's business
  • Ability to foster relationships with client personnel at appropriate levels and to consistently deliver quality client services
  • Ability to think through complex problems and effectively communicate problems and potential solutions to the client and colleagues.
  • Constant development of your understanding of current market trends and processes
  • Understanding of our clients' unique ambitions and needs, and the ability to refer them to colleagues in other teams where possibleTo qualify for the role you must have
    • Bachelor's degree in Computer Science, Information Systems, Engineering, Business, Management, or a related field and 3 years of related experience
    • Must have 2 years of experience in one or a combination of the following skills -
    • Program/Project management and implementation planning (PMO) including presentations, project management, project planning and organization, and data analysis and collection;
    • Definition and design of business, functional and technical requirements, or technology architecture;
    • Gap Analysis, System selection and implementation support;
    • Data architecture, data mapping and conversion, and data analysis and forensics;
    • Release Management, and/or Production Readiness;
    • Quality assurance and testing (QA)
    • Must have 2 years of experience in one or a combination of the following domains -
    • Wealth and/or Asset management - Operations and/or Technology
    • Wealth and/or Asset Management - Regulatory and/or Compliance
    • Wealth and/or Asset Management - Data management
    • Wealth and/or Asset Management - Finance
    • Wealth and/or Asset Management - Quality assurance and testing (QA)
    • IT Transformation
    • Customer Experience and/or transformation
    • Digital and/or Emerging Technology
    • Must have 2 years of experience in one or a combination of the following subject areas -
    • Securities trading platforms: Charles River, Blackrock, Longview, LineData, Advent or similar
    • Reference Data Management: Bloomberg, Thomson Reuters or similar
    • Middle and Back-office Platforms: Advent, Sungard, SimCorp, Eagle or similar
    • Enterprise Systems Integration and solution architecture
    • IT transformation and program management, IT roadmap and planning
    • Enterprise Application Architecture and design with primary focus on Microservices, domain driven design, event driven integration patterns, DevOps, enterprise security and architecture governance.
    • Define and implement the cloud strategies for one of the leading cloud platforms. Proficient in various toolset required for building distributed applications using Java/Open Source/Microsoft technologies and hosting on one of the leading public cloud providers Azure/AWS/GCP
    • Test strategy and execution
    • Travel required approximately 70%, of which 20% may be international, in order to serve client needs.Ideally, you'll also have
      • Prior experience working for a Fintech or financial software company
      • Prior consulting experience with a Big Four firm or large global financial institution
      • Prior experience operating in a traditional development framework (i.e., waterfall) in addition to AgileWhat we look forWe're interested in highly motivated talented individuals with a strong willingness to think outside of the box. You can expect plenty of autonomy in this role, so you'll need the motivation to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're serious about consulting and ready to take on some of our clients' most complex issues, this role is for you.What we offerWe 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 $101,500 to $186,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $121,700 to $211,300. 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.
        • 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.EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.For those living in California, please click here for additional information.EY is an equal opportunity, affirmative action employer providing 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 including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.comEY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
          #J-18808-Ljbffr

Keywords: Ernst & Young Advisory Services Sdn Bhd, Charlotte , Wealth & Asset Management - Financial Services - Technology Consulting - Senior, Accounting, Auditing , Charlotte, North Carolina