EY Advisory Services Senior - Financial Services - Performance Improvement - Wealth Management in New York, New York

Title: Advisory Services Senior - Financial Services - Performance Improvement - Wealth Management

Location: US-NY-New York

Job Number: NEW00IIK

EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

The opportunity

Assist our clients better align their organizations' operating infrastructures with their strategies. We have a broad range of capabilities to assist clients with operational improvement, profitability management, finance function activities, and business integration. Your time will be dedicated to the Wealth Management business including retail brokers, private bankers, wealth managers, retirement specialist and trust organizations. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You’ll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.

Your Key Responsibilities

Building relationships is the key. You will be a high-profile contact when it comes to motivating client engagement teams with diverse skills and backgrounds by fostering an innovative and inclusive team-orientated work environment. As you build knowledge and experience, you’ll become a credible advisor to junior consultants within the organization as well as the clients.

Skills and attributes for success:

  • Stay abreast of current business and industry trends relevant to the client's business

  • Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services.

  • Drive high-quality work products within expected timeframes and on budget.

  • Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues

  • Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible

To qualify for the role you must have

  • a bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1 years of related work experience

  • a degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred

  • a minimum of 1 year of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company

  • experience working in a wealth management firm, private bank, investment management firm, capital markets firm, or as a consultant in one of these companies

  • demonstrated ability to manage and supervise a team through all phases of the initiative life cycle

  • strong 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 area

  • ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies

  • a willingness to travel to meet client needs and a valid driver's license and passport required

Ideally, you’ll also have

  • Prior consulting experience with a Big 4 firm or large global financial institution

What we look for

We’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 working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • The opportunity to manage a portfolio of talent within a designated service line

  • A collaborative environment where everyone works together to create a better working world

  • Excellent training and development prospects, both through established programs and on-the-job training

  • An excellent team of senior colleagues, dedicated to managing and varying your workload

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

Join us in building a better working world.

Apply now.

EY, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people.