EY Senior Manager, IT Advisory Services - Wealth & Asset Management Technology in ON, Canada

Title: Senior Manager, IT Advisory Services - Wealth & Asset Management Technology

Location: CA-ON-Toronto

Job Number: TOR002U8

We are the only professional services organization who has a separate business dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global perspective. Aligned to key industry groups including wealth and asset management at http://www.ey.com/GL/en/Industries/Financial-Services/Asset-Management/AssetManagementOverview , banking and capital markets at http://www.ey.com/GL/en/Industries/Financial-Services/Banking---Capital-Markets , insurance at http://www.ey.com/GL/en/Industries/Financial-Services/Insurance/InsuranceOverview and private equity at http://www.ey.com/GL/en/Industries/Private-Equity/Private-Equity---Overview , we provide integrated advisory at http://www.ey.com/GL/en/Services/Advisory , assurance at http://www.ey.com/GL/en/Services/Assurance/Assurance-ServicesOverview , tax at http://www.ey.com/GL/en/Services/Tax/TaxServicesOverview , and transaction at http://www.ey.com/GL/en/Services/Transactions/Transaction-Advisory-Services_Overview services.

Through diverse experiences, world-class learning and individually tailored coaching you will experience ongoing professional development. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

Job Summary:

We currently have a career opportunity for an individual in FSO's IT Advisory Services group. The individual will work directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the development and implementation of technology solutions. Our experience is also important to the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, and vendor selection decisions that support the line of business IT organizations of our clients.

This position falls within our Performance Improvement – IT Advisory team, which helps our wealth and asset management clients enhance the operating effectiveness of Operations functions by assisting them as they shift their emphasis from transaction-level control, processing and reporting to more value driven, decision support and analytics.

Key Responsibilities

  • Manage project teams through all phases of the technology enablement life cycle. Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and interfacing requirements.

  • Advise clients on a variety of business process issues that help identify, assess, manage and measure the organization's capabilities. Use business process, organizational and technology capabilities and knowledge across several of the following focus areas:

  • Asset Management.

  • Wealth Management.

  • Mutual Funds.

  • Investment Advisors.

  • Private Banking.

  • Hedge Funds.

  • Prime Brokerage.

  • Team with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solutions.

  • Participate in engagement management, engagement execution and reporting, and client relationship building and management.


To qualify, candidates must have:

  • Extensive prior experience in development and creation of new business opportunities.

  • A bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience.

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

  • A minimum of 6 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company.

  • Experience working in a Wealth Management, Asset Management, Hedge Fund company or as a Management Consultant in one of these companies.

  • Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing.

  • Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating operations with technology skills.

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

  • Strong knowledge of and experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies.

  • It is essential that the successful candidate possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture.

  • Willingness and ability to travel approximately 25-40%.

  • Experience in the following areas:

  • Definition of business and technical requirements.

  • Design of business and technology architecture.

  • System design.

  • System selection and implementation support.

  • Data mapping and conversion.

  • Proof of concept.

  • Quality assurance and testing.

  • Business and IT process reengineering.

  • Program/project management and implementation planning (PMO).

  • Previous Project experiences in:

  • Management reporting enhancement.

  • Enterprise application integration.

  • Custom development.

  • Package Implementation.

  • Reconciliation redesign or improvement.

  • Previous Application/Package experience in any of the following:

  • Croesus

  • Charles River

  • Simcorp

  • ThomsonReuters

  • Broadridge BPS / Dataphile

  • MPower/MVest

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