Senior Asset & Wealth Management Transformation Consultant
Ernst & Young
EY's Financial Services Organization – Wealth & Asset Management Consulting in the US seeks a Senior Consultant to optimize operating models, data and technology across front-, middle-, and back-office functions for asset and wealth clients. You’ll work on Aladdin-driven transformations, portfolio management, risk analytics, and investment operations, engaging across traditional and alternative investments while developing future-ready consulting skills. #J-18808-Ljbffr
- ...Teamware Solutions is seeking a Lead AI Product Manager to join our Boston office or Windsor, CT. This role requires extensive experience... ...in managing AI/ML products, with a focus on retirement and wealth management domains. Responsibilities include defining product strategies...SeniorWork at office
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...& SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal... ...management skills to regulatory compliance consulting- Building relationships through...SeniorFull timeH1b$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...securities licenses is an asset.You're able to travel. This role...SeniorFull timeRemote workShift work2 days per week$110k - $188.75k
...Senior Client ManagerCharles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Senior Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction...SeniorTemporary work$150.4k - $343.6k
...FSO, Business Transformation - Asset Management Senior ManagerLocation: New York Other locations: Anywhere in... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance.... ...become a credible advisor to junior consultants within the organization as well as...SeniorWork experience placementSummer holidayFlexible hours$79k - $153k
...Senior Manager, Implementation Project ManagementThe Client... ...Institutional Wealth Management Services (... ...at the center of this transformation—leading complex onboarding... ..., and ensuring assets transition smoothly.The... ...Specialists, Training Consultants, Deployment Consultants...SeniorFull timeWork at office- ...Bank of America in the United States seeks an Executive Wealth Strategist to act as quarterback for the executive relationship, delivering... ...programs. The role partners with advisors across investment management, credit, banking, and trust & estate planning to provide...Senior
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...Full timeH1b$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them...Full timeH1b- ...Corient is seeking an experienced estate planning professional to serve as the firm’s subject matter expert for complex wealth transfer matters for HNW/UHNW clients. You will lead planning discussions, tailor analyses for high-net-worth families, and communicate sophisticated...Senior
- ...PwC in Boston seeks a FS AWM Operations Management Consultant - Senior Associate to help clients address complex operational challenges across asset and wealth management, with focus on product innovation, supply chain, procurement, and service operations. You will analyze...Senior
- ...First Citizens Bank seeks a Senior Wealth Client Specialist to support Family Office and multi-family office clients in Boston. You will handle money movement, distributions, account maintenance, and research, while coordinating client meetings and office tasks. The...SeniorWork at office
- ...Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex estate planning, financial planning, and tax considerations. Responsibilities include...SeniorRemote work
- ...Beacon Pointe, located in Boston, is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role focuses on high-net-worth individuals and families, developing personalized financial...Senior
- ...EY is seeking a Wealth Management Platform Transformation Specialist to support localization, implementation, and enhancement of leading wealth management platforms. You will work across business and technology to drive platform modernization and improve advisor, client...Senior
- ...New England Legal Search is seeking an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate planning, financial planning, and tax considerations, with a minimum of 7 years’ experience. Responsibilities...SeniorRemote work
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role... ...compliance and strategic consulting. Within our Tax practice, you... ...services and solutions within the asset and wealth management...SeniorFull timeH1bLocal area- ...Cambridge Trust, a division of Eastern Bank, seeks a seasoned Wealth Relationship Manager based in Saugus, MA to grow and manage high net worth client relationships. You will provide objective wealth advice, coordinating banking, lending, cash management and investment...Senior
- ...State Street Corporation seeks a Vice President, Wealth Operations & Supervision to lead cross‑functional execution in a broker‑dealer environment. You will oversee supervisory control, risk, and client‑facing processes, coordinating across Operations, Client Service,...Senior
- ...Canadian Imperial Bank of Commerce in Boston seeks a Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You’ll align with clients’ sophisticated financial needs while actively building...Senior
- ...Financial Services Group, Inc. in Boston, MA, is seeking a Senior Wealth Strategist for the Private Bank. You will develop and implement... ...the client base. The role emphasizes deep relationship management, asset retention, and growth through networking and referrals...Senior
- A leading fintech company in Cambridge is seeking a Principal Product Manager to lead their AI wealth management product, Halo. Key responsibilities include defining the product roadmap, shaping the consumer experience, and collaborating with engineering and data science...Work at office
$142.6k - $261.5k
...allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic,... ...technology-driven change. Within EY Technology Consulting, we help asset and wealth management...Work experience placementSummer holidayFlexible hours$120k - $130k
...quarter to use at your discretion, subject to manager approval. For example, you may choose to... ...days to be used as needed.Global Private Wealth - Americas (“GPW”) is part of the... ...term reward programs (typically for more senior-level roles). We also offer a comprehensive...SeniorFull timeWork at officeLocal areaRemote work1 day per week$108.9k - $178.9k
...Bank is hiring a highly experienced Wealth Relationship Manager based in Saugus, MA. Hiring Range: $1... ...relationship Proactively advises and consults with clients and prospects to present... ...of Client Service Associates and/or Senior Client Service Associates. Qualifications...Senior$128.4k - $235.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...As a Wealth Management Consultant, you will play an integral... ...and our firm. You will lead transformative projects that blend... ...meaningful relationships with senior stakeholders, inspire cross...Summer holidayFlexible hours3 days per week- ...you achieve them. Sooner. Accenture Consulting: Your Unique Place in our Global Collective... ...be a leader in a thriving digital transformation powerhouse that is in a constant... ...way the world works and lives. As a Senior Manager in the Asset Management practice, you will be...SeniorFull timeLive inWork at officeLocal area
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorFull timeH1b$150k - $185k
OverviewThe Senior Asset Manager, Senior Living, is responsible for the strategic oversight, operating performance, and value maximization of a nationwide portfolio of senior living communities. The Senior Asset Manager serves as the owner representative and primary asset...SeniorContract workLocal areaFlexible hours$91.2k - $179.5k
...Join our Strategy, Growth and Transformation team in transforming... .../31/2026.Work you'll doAs a Consultant on the Industry Solutions, Banking... ...projects or workstreamsAbility to manage and prioritize multiple... ...entry-level employees to senior leaders, we believe there’s...SeniorLocal area
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