Financial Services Technology Consulting, WAM - Wealth Management Senior

Financial Services Technology Consulting, WAM - Wealth Management SeniorLocation: New York Other locations: Anywhere in Region Salary: Competitive Date: Oct 14, 2026At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!This role offers a unique opportunity to support the implementation, localization, configuration and enhancement of leading Wealth Management platforms while helping clients modernize advisor, client and operational experiences. Working across business and technology teams, you will help drive platform transformation initiatives that improve operational efficiency, strengthen regulatory alignment and enhance the overall wealth management client experience. The role requires a strong understanding of Wealth Management operations, business analysis and Agile delivery methodologies. You will work closely with stakeholders to define requirements, support platform enhancements, facilitate testing activities and contribute to strategic platform roadmap initiatives across advisory, trust, custody, trading and client servicing capabilities.Your key responsibilities include:Support Wealth Management Platform U.S. localization using an Agile delivery approach.Gather and document business requirements, user stories and acceptance criteria in collaboration with business subject matter experts.Facilitate requirements and design workshops with business and technology stakeholders.Support backlog management, sprint planning, testing and business validation activities.Collaborate with the client to enhance the platform roadmap.Assist in translating business requirements into functional specifications and platform capabilities.Support data analysis, system testing, defect management and user acceptance testing activities.Partner with third-party technology vendors and implementation teams to support successful project delivery.Collaborate across business, operations, product and technology teams to support wealth platform transformation initiatives.Contribute to project deliverables, status reporting, issue tracking and implementation support activities.To qualify for the role you must have a bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience. A degree in business, finance, economics, information systems, computer science, engineering or a related field; MBA or MS degree preferred. Approximately 2-3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company. Experience working within Wealth Management, Private Banking, Trust, Broker-Dealer, Registered Investment Advisor or Financial Services Consulting environments. Experience supporting Wealth Management platform transformation, localization, implementation or enhancement initiatives. Knowledge of Agile delivery methodologies, including backlog management, sprint planning, testing and business validation. Demonstrated ability to partner with technology advisors through the technology life cycle, including requirements definition, design, development, implementation, conversion and testing. Strong communication, presentation, client service and technical writing skills. Comfort researching client inquiries and emerging issues, including regulations, industry practices and new technologies. Ability to collaborate effectively with business stakeholders, technology teams, third-party vendors and implementation partners. Willingness and ability to travel; candidate must possess a passport and a valid driver's license.We're interested in professionals with a passion for Wealth Management transformation and a desire to help leading wealth management organizations modernize their platforms and operating models. You should possess strong analytical and problem-solving capabilities, the ability to work effectively across business and technology teams, and the initiative to identify opportunities for improvement. If you're excited about helping shape the future of Wealth Management technology and advising clients on complex transformation initiatives, this role is for you.At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is: New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $122,900 to $204,900 Bay Area California offices – $128,100 to $213,400 All other offices locations in the US, including Sacramento – $102,500 to $187,900 Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.Are you ready to shape your future with confidence? Apply today. To make the most of your application experience, please limit yourself to two applications within a six-month period. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at View email address on click.appcast.io.