Business Transformation Senior WAM, Wealth Management at EY Studio+ Nederland

Location: New York Charlotte Chicago St. Louis BostonAt EY were all in to shape your future with confidence.Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.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 and Insurance. 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!Business Transformation Wealth Management SeniorEY 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 and Insurance. 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 opportunityAs 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.Your passion for the wealth management industry will be central as you build meaningful relationships with senior stakeholders inspire cross-functional teams and foster a culture of innovation and continuous improvement. You will champion client interests ensuring that each project not only delivers measurable impact but also strengthens our reputation as trusted advisors.Skills and attributes for successStrong communications facilitation and presentation skillsAbility to manage and establish trusted relationships with senior client stakeholdersDemonstrate the ability to effectively perform in cross-functional teamsUnderstanding our clients unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possibleDrive high-quality work products within expected time frames and on budgetProject 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 workstreamPassion for the Wealth Management industry with a preference toward previous industry experienceTo qualify for the role you must haveA bachelors degree in business finance accounting computer science engineering or a related field; MBA or MS degree preferred4-6 years of relevant experience. Preferred experience includesStrong experience in Wealth Management (business operations or IT)3 years of consulting industry and/or service provider experiencePerformance Improvement / Operations experienceProject Manager / Work stream lead experienceStrong 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 areaParticipation 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 tasksAbility to synthesize complex information into clear concise findings tailored for executive-level audiences and decision-makersProject planning status reporting RAID logs Business Process Reviews requirement gathering process flows trade operations reconciliation derivative operations collateral management corporate actions data management etc. experienceAbility and comfort level researching client inquiries and emerging issues including regulations industry practices and new technologiesA willingness to work in person (EY office and/or client site) 3 days a weekA willingness to travel to meet client needs and a valid drivers license and passport requiredProficiency in MS Office particularly PowerPoint and ExcelWhat We Look ForWere 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 youll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If youre passionate about consulting and ready to take on some of our clients most complex issues this role is for you.What we offer youAt EY well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore.We offer a comprehensive compensation and benefits package where youll 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 $97300 to $178300. The base salary range for New York City Metro Area Washington State and California (excluding Sacramento) is $116700 to $202600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education experience knowledge skills and 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 youll decide how much vacation time you need based on your own personal circumstances. Youll 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.Are you ready to shape your future with confidence Apply today.EY accepts applications for this position on an on-going basis. For those living in California please click here for additional information.EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.EY Building a better working worldEY is building a better working world by creating new value for clients people society and the planet while building trust in capital markets.Enabled by data AI and advanced technology EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.EY teams work across a full spectrum of services in assurance consulting tax strategy and transactions. Fueled by sector insights a globally connected multi-disciplinary network and diverse ecosystem partners EY teams can provide services in more than 150 countries and territories.EY provides equal employment opportunities to applicants and employees without regard to race color religion age sex sexual orientation gender identity/expression pregnancy genetic informationnational 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 EYs Talent Shared Services Team (TSS) or email the TSS at .Required Experience:Senior IC Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 116700 - 202600