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About the Role

As a Manager in EY’s Studio+ Marketing Transformation practice, you will help Financial Services organizations transform how they engage customers, advisors, intermediaries, and stakeholders across the marketing value chain. You will combine industry knowledge, marketing transformation expertise, and emerging AI capabilities to deliver innovative, growth-focused solutions.

Responsibilities

• Lead marketing transformation engagements across strategy, operating model design, marketing operations, performance measurement, and marketing forecasting.
• Advise Financial Services clients on B2B, B2C, and B2B2C marketing models, including ABM, customer acquisition, retention, loyalty, onboarding, cross-sell, advisor enablement, broker distribution, and embedded distribution strategies.
• Bring leading-edge perspectives on Generative Engine Optimization (GEO), AI-powered personalization, agentic marketing, and modern measurement approaches.
• Integrate AI-enabled marketing technologies into client solutions and internal delivery methodologies.
• Manage engagement delivery, including quality, financial performance, and risk management.
• Build and maintain trusted client relationships and identify opportunities to expand EY’s impact and value.
• Coach and develop junior team members while contributing to thought leadership and proposal efforts.

Requirements

• Bachelor’s degree; MBA or Master’s degree preferred.
• 5+ years of experience in marketing consulting, marketing transformation, or Financial Services marketing.
• Experience within Wealth & Asset Management, Banking & Capital Markets, and/or Insurance sectors.
• Expertise in at least three of: Marketing Strategy, Marketing Operating Model, Marketing Operations, Performance Measurement, or Marketing Forecasting.
• Experience supporting B2B, B2C, and/or B2B2C marketing initiatives.
• Hands-on experience leveraging AI tools and technologies to enhance client outcomes and productivity.
• Familiarity with GEO, AI-driven marketing, agentic marketing, and next-generation measurement approaches.
• Willingness to travel up to 50–80%.
• Experience within a leading Financial Services institution, agency, or consulting organization.
• Experience leading cross-functional teams in a studio, agency, consulting, or transformation environment.
• Experience designing or implementing AI-enabled marketing use cases, including generative content, AI agents, and AI-driven personalization.
• Exceptional executive presence, presentation, and storytelling capabilities.
• Innovative and collaborative leaders who can simplify complexity, bring a forward-looking perspective on marketing transformation in Financial Services, and deliver measurable results at the intersection of strategy, creativity, data, technology, and AI.
• High-ethical standards and integrity.

Skills

• Deep understanding of Financial Services
• Strong stakeholder management
• Executive communication
• AI-enabled marketing
• Ability to translate complex business challenges into transformation strategies

Location

• New York
• Boston
• Charlotte
• Philadelphia
• Washington
• Atlanta

Work Type

• Hybrid

Experience Level

• Manager
• 5+ years of experience

Education Level

• Bachelor's degree
• MBA or Master's degree preferred

Salary/Compensations

• US base salary range: $128,400 to $235,300
• New York City Metro Area, Washington State and California (excluding Sacramento) base salary range: $154,000 to $267,400

Benefits

• Medical and dental coverage
• Pension and 401(k) plans
• Wide range of paid time off options
• Flexible vacation policy
• Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

About the Company

• EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
• Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
• EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions.
• Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Equal Opportunity

• 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.