EY Business Advisor, Performance Improvement (PI) (Wealth & Asset Management) – Financial Services Office (Manager) (Multiple Positions) in Charlotte, North Carolina
Business Advisor, Performance Improvement (PI) (Wealth & Asset Management) – Financial Services Office (Manager) (Multiple Positions)
Requisition # CHA0026G
Post Date Jan 29, 2018
Business Advisor, Performance Improvement (PI) (Wealth & Asset Management) – Financial Services Office (Manager) (Multiple Positions), Ernst & Young U.S. LLP, Charlotte, NC.
Conduct organizational studies and evaluations, design systems and procedures, and design and execute operating models to help Wealth and Asset Management clients identify, assess, manage, measure and transform their organizations' performance and capabilities. Document findings and prepare recommendations to implement new systems, procedures, and organizational changes. Assess unit functions, operating models, program management, and technology strategy and recommend solutions.
Manage and motivate teams of professionals with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities.
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
Bachelor’s degree in Business, Finance, Computer Science, Engineering, or a related field and 5 years of progressive, post-baccalaureate work experience in the financial services industry. Alternatively, will accept a Master’s degree in Business, Finance, Computer Science, Engineering, or a related field and 4 years of work experience in the financial services industry.
Must have 3 years of experience working at a professional services firm or financial services company, or comparable experience working as an advisor to a financial services company.
Must have 4 years of experience working in a wealth management firm, private bank, investment management firm, or capital markets firm; in the alternative, must have 3 years of experience working as a consultant to one of these companies.
Must have 3 years of experience working with a team through all phases of the initiative lifecycle.
Must have 3 years of experience researching client inquiries and emerging issues, including regulations, industry practices, and new technologies.
Must have 3 years of experience with at least 4 of the following:
Investment products (all asset classes)
Advisory model and advisor support
Financial planning and advice
Retirement planning/trust services
Development of multi-phase roadmaps and/or operating models
Regulatory, compliance, and risk management
Must have 3 years of project lifecycle experience with at least 4 of the following:
Business and technology architecture design
Business and IT process reengineering
Program/project management and implementation planning (PMO)
System selection and implementation support
Data mapping and conversion
Proof of concept
Quality assurance and testing
Must have 3 years of project experience with at least 4 of the following:
Implementing front office wealth management advisory platforms
Implementing financial and retirement planning platforms
Implementing operational risk technology in a wealth management environment
Evaluating and selecting a broad spectrum of wealth management point solutions across multiple client segments
Architecting complex and comprehensive wealth management platforms with multiple software solutions
Requirements and implementation in performance measurement client data
Requires travel up to 80% of which 25% may be international, in order to meet client needs.
Employer will accept any suitable combination of education, training or experience.
TO APPLY: Please apply on-line at ey.com/us/jobsearch (Job Number – CHA0026G).
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at https://www.gpo.gov/fdsys/pkg/CFR-2011-title20-vol3/pdf/CFR-2011-title20-vol3-sec656-3.pdf at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".