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About the Role

Leverage expertise in wealth management platforms, product management, and business analysis to lead complex platform transformation initiatives for U.S. Wealth Management organizations. Design, implement, and optimize next-generation wealth management solutions to enhance advisor experiences, improve operational efficiency, and meet regulatory requirements. Drive capability definition, feature prioritization, and Agile delivery, ensuring seamless integration across wealth management ecosystems. Partner with senior stakeholders to develop strategic roadmaps, manage implementation programs, and drive platform adoption.

Responsibilities

Lead product management and business analysis workstreams supporting Wealth Platform Management U.S. localization initiatives using Agile delivery methodologies.
Drive capability definition, feature prioritization, and product roadmap development aligned to business and client objectives.
Lead requirements management, backlog governance, sprint planning, execution, and Agile delivery across multiple workstreams.
Manage stakeholder relationships across business, technology, operations, and client teams.
Lead release planning, program governance, and overall delivery execution to ensure successful implementation outcomes.

Requirements

5+ years of experience in Wealth Management, Private Banking, Trust, Advisory Services, Broker-Dealer Operations, or Financial Services Technology Consulting.
Experience leading Wealth platform transformation, localization, or modernization initiatives.
Strong Agile delivery experience including backlog management, sprint execution, release planning, and requirements governance.
Experience working with Wealth Management platforms such as FNZ, Charles River, Envestnet, Orion, Addepar, Tamarac, Pershing, Fidelity Wealthscape, or similar solutions.
Proven ability to translate business objectives into capabilities, features, user stories, and delivery outcomes.
Strong communication, client-facing, presentation, and stakeholder management skills.
Experience managing teams and leading complex technology-enabled transformation programs.

Skills

Wealth management platforms
Product management
Business analysis
Agile delivery methodologies
Capability definition
Feature prioritization
Product roadmap development
Requirements management
Backlog governance
Sprint planning
Release planning
Program governance
Stakeholder management
Workshop facilitation
Cross-functional leadership
Charles River Everywhere (CRE)
Charles River Anywhere (CRA)
FNZ Wealth Platform
Trading and Custody
Performance Reporting
Regulatory Reporting
Client Onboarding and Servicing
Wealth Advisory Operations
Trust and Fiduciary Services

Location

New York
Boston
Charlotte
Chicago
Philadelphia
Washington

Work Type

Full-time

Experience Level

5+ years

Salary/Compensations

New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $171,200 to $285,300
Bay Area California offices – $178,400 to $297,200
All other offices locations in the US, including Sacramento – $142,600 to $261,500

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
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.