Wealth Management Transformation Lead | Hybrid & Travel
Ernst & Young
EY is recruiting a Wealth Management Senior Consultant to lead transformative projects across our Wealth and Asset Management practice in New York. You will blend strategy with industry expertise to drive operational improvements and client value. You will build trusted relationships with senior stakeholders, guide cross-functional teams, and champion innovative, data-driven solutions in a fast-paced environment. This role requires in-person collaboration and travel as needed. #J-18808-Ljbffr
- ...EY’s Wealth & Asset Management practice in New York seeks a Wealth Senior Transformation Consultant. You will lead projects merging strategic consulting with wealth industry knowledge,... ...discipline and quality. The role requires travel and in-person work part-time in EY...TravelPart time
- ...No Holiday work, Overtime or travel required No Parking... ...ALLOW CONSULTANT TO WORK ON A HYBRID SCHEDULE (3 DAYS ONSITE / 2... ...track/monitor, and implement transformational initiatives • Identify areas... ...transaction costs • Change management experience Requirements:...TravelRemote workDay shift
$152.29k - $250.2k
...Guardian Life is seeking a Senior AI Transformation Lead in New York City to drive AI initiatives... ...Financial Protection and Client Wealth Management. This role involves owning AI-enabled... ...experience. This position offers a hybrid work model, requiring 3 days in the office...SuggestedWork at office- ...and Things in New York, NY is seeking a Senior Business Process / Transformation Manager to lead transformational initiatives for a large NYS IT program. The role blends on‑site and remote work in a hybrid environment and focuses on improving business processes and...SuggestedRemote work
- ...Jobot is seeking a highly experienced Project Manager / Business Transformation Consultant to lead the assessment and transformation of Billing & Revenue Management for a premier wealth management client in New York. This long-term, on-site engagement offers end-to-end...Suggested
- ...EY's Asset & Wealth Management Consulting team seeks a Senior WAM Transformation professional in New York. You’ll align operating models, data, and technology with business strategy across traditional and alternative asset managers, wealth platforms, and service providers...
- ...Testing Site - JPMC is seeking a senior ConnectWealth Program and Change Management Lead to drive the wealth management transformation, overseeing change strategy, advisory engagement, and end-to-end program delivery across multiple product areas. You will guide adoption...
- ...EY in New York is seeking a Wealth Management Technology Manager to lead platform transformation programs for U.S. wealth platforms. You will drive product management, business analysis, and agile delivery with cross-functional teams across finance, operations, and tech...
- ...Guardian is seeking a strategic AI Transformation & Experience Lead for Client Solutions & Wealth Management. This role acts as an internal consultant to transform how advisors and client‑facing teams work through AI, automation, and emerging tech, aligning strategies...
$128.4k - $235.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...and our firm. You will lead transformative projects that blend strategic... ...a weekA willingness to travel to meet client needs and a... ...team-led and leader-enabled hybrid model. Our expectation is...TravelSummer holidayFlexible hours- Raymond James is seeking a seasoned HR Workday Transformation professional to drive governance, pipeline management, and end-to-end delivery of Workday initiatives.... ...enterprise architecture. Remote-friendly and offering a hybrid model for suitable locations, the team...Remote work
$125k
...About the Opportunity Altfest Personal Wealth Management, a leading independent, fee-only wealth management firm, is seeking an experienced and... ...presence at least two days per week, with flexibility to travel and attend events on the weekend as business needs require...TravelFull timeTemporary workWork at officeFlexible hoursWeekend work2 days per week$120k - $150k
...is seeking a senior supply chain leader to drive a major ERP transformation to Microsoft Dynamics 365. You will coordinate across supply planning... ...ensure a successful go-live and data migration. The role is hybrid with three days a week in Parsippany, NJ and offers a base...3 days per week$126.7k - $174.2k
...Humana’s future Humana’s Transformation Office team is a high-... ...after top-tier management consultancies. Team members... .... Proven ability to lead complex, cross-... ...Transformation team operates on a hybrid work arrangement (in... ...and Louisville, KY. Travel : Occasional travel to...TravelFull timeTemporary workApprenticeshipWork at officeRemote workRelocation package3 days per week$152k - $215k
...global leader in risk management, rooted in a rich, 50+... ...business-led.This is hybrid role based out of the... ...York City office, with travel as needed. **Key Responsibilities... ...Strategic Direction* Lead development,... ...for the NA business.5. Transformation, Delivery & Execution*...TravelWork at office- ...Brookfield Asset Management, a leading global alternative asset manager, seeks a Senior Account Manager... ...to manage a portfolio of strategic wealth platform relationships, including wirehouses... ...'s private wealth business. Significant travel is required. #J-18808-LjbffrTravel
- ...Bernstein Administrative Assistants support Wealth Advisors within Bernstein Private Wealth Management, partnering with senior investment professionals to serve... ...attentive client service. You will also handle inquiries, travel planning, expense oversight, and data tracking...Travel
$162k - $258k
...Senior Manager, Wealth Business Development This role within Macquarie Asset Management’s Client... ...platforms. While Macquarie offers hybrid working for many of our roles, this role... ...outreach and engagement: proven ability to lead campaigns with Enterprise RIAs, own...Temporary workWork at officeWork from homeFlexible hours3 days per week- Chase is seeking a Senior Associate within the Wealth Management Business Transformation Office to support end-to-end delivery of strategic programs that impact client experiences and perceptions of the firm. You will work with partners and stakeholders across front, middle...Work at office
- ...accounts and shaping the regional strategy. This hybrid role requires strategic selling, executive-level relationship... ...-building, and a proven track record in corporate travel sales. You will manage multi-stakeholder deals, lead a high-impact sales team, and collaborate across...Travel
- ...Northern Trust Corp is seeking an experienced Account Manager for their Wealth Management Advisory team based in New York. This role involves... ...personal trust and estate services. This position offers a hybrid work environment, providing flexibility to work both in the...Work at officeRemote work
$171.6k - $392.1k
...accelerate growth by transforming marketing, customer experience... ...Sales & Delivery Lead who combines deep... ...executive relationship management, solution architecture... ...Willingness and ability to travel up to 80% to support... ...and leader-enabled hybrid model. Our expectation...TravelSummer holidayFlexible hours- ...Curinos, a hybrid-work firm with offices in New York and other cities, seeks a Product Manager for its Business & Wealth portfolio. You will translate market needs and data into practical capabilities that influence pricing and growth decisions for financial institutions...Remote work
$152.29k - $250.2k
## Senior AI Transformation LeadApplyremote type: Hybrid - In office 3 days per weeklocations: New Yorktime type... ...a Senior AI Transformation Lead to drive execution of high-impact... ...Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This...Full timeWork experience placementWork at officeFlexible hours- ...representing Dealstitch at conferences and events. This is a base-plus-upside, hybrid role in New York, NY, requiring a track record of winning new business, strong networking skills, and a willingness to travel frequently to meet prospects and clients. #J-18808-Ljbffr...Travel
- ...Job Description Contract | 6–12 months | Day rate + expenses | Travel M–F, CONUSThe mandate A defined window, a defined number. You... ...improvement through structured root cause work Standard work, visual management, and tiered daily accountability Kaizen event planning and...TravelContract work
- ...stakeholders across two to four accounts. You will define transformation roadmaps, map current processes, and drive adoption... ...measurable ROI. Based in the US, this role requires 40% travel, strong change management, and the ability to translate business problems into...Travel
- ...GmbH in München seeks an experienced HR Manager for EMEA Projects to lead strategic HR initiatives across the region. You will drive transformation, partner with HR, business and IT, and... ...in English, and a willingness to travel internationally up to 25%. Arthrex offers...Travel
- ...EY in the United States seeks a Senior Manager for Life Sciences manufacturing transformations to lead end-to-end programs across pharmaceutical, biotech, and medical... ...10+ years of relevant experience, strong leadership, and ability to travel as needed. #J-18808-LjbffrTravel
$165k - $200k
...significant risk, workforce, wealth management and retirement challenges... ...Property & Casualty clients while leading and mentoring a group of... ...Northeast territory. We offer a hybrid opportunity from our NYC,... ...feasibility to occasionally travel to client meetings or our...TravelWork at officeRemote work
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