EY Business Transformation Senior Manager - Wealth Management in Madison, Wisconsin
At 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, too. Join us and build an exceptional experience for yourself, and a better working world for all.
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!
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
Bachelor's degree and approximately 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience
Degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
Minimum of 5 years 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
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 consulting 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 we offer
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, pension and 401(k) plans, and a wide range of paid time off options. 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.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
EY | Building a better working world
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.
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, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.