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About the Role

As a Manager in Wealth and Asset Management Business Transformation, you will own the challenge of framing problems, shaping solutions, managing implementation, and creating confidence to act for clients in the wealth and asset management industry. You will work on strategic questions related to growth, client service, business simplification, operating models, and the impact of data and AI.

Responsibilities

Deliver a diverse range of client assignments, often managing multi-disciplined EY project teams or workstreams.
Build EY solutions and methods.
Identify opportunities for new business and contribute to account and revenue growth.
Develop strong trusted adviser relationships with clients.
Support EY practice and people development through recruitment, mentoring, and coaching.
Own significant workstreams across the transformation lifecycle, maintaining strong day-to-day relationships with senior stakeholders and keeping the work focused on outcomes and value.
Identify opportunities arising from client work, contribute to propositions and account development, and develop strong proposals and pursuit materials.
Contribute to account and revenue growth through high-quality delivery and broader client relationships.
Manage workstreams covering target operating model design, process improvement, customer and adviser journeys, organisational change, cost transformation and implementation.
Develop recommendations, roadmaps and business cases that make the case for change clear and connect investment to growth, client outcomes, simplification, productivity and measurable benefits.
Work with client teams from design through mobilisation and implementation, helping translate recommendations into practical change and supporting benefits realisation.
Manage multi-disciplined project teams and workstreams, including plans, deliverables, risks and dependencies.
Maintain strong client relationships and ensure delivery against agreed outcomes and timelines.
Lead workshops and working sessions and communicate ideas, findings and recommendations clearly to senior stakeholders.
Bring strong understanding of the Wealth and Asset Management value chain and operating environment, with experience in one or more of asset management, wealth management, alternatives/private markets or asset servicing.
Apply industry knowledge and market insight to client problems across the front, middle and back office.
Help clients identify where data, AI, technology and platform change can materially improve client experience, decision-making, productivity and business economics, and incorporate those opportunities into the wider transformation.
Manage and coach team members, providing clear direction, support and feedback.
Develop EY solutions, methods and assets and contribute to knowledge sharing and thought leadership.
Support recruitment and wider people and practice development activities.

Requirements

A successful track record in the Wealth and Asset Management industry, gained through experience at a Wealth or Asset Manager, consultancy, specialist financial services firm, or relevant technology or service provider.
Strong experience designing and delivering change and transformation, including managing project workstreams and multi-disciplined teams.
Understanding of the Wealth and Asset Management value chain and operating environment, with experience in one or more of asset management, wealth management, alternatives/private markets or asset servicing.
Strong problem structuring and analytical skills, with experience developing recommendations, roadmaps and business cases.
Excellent stakeholder management, presentation, storytelling and workshop facilitation skills.
People management, coaching and mentoring experience.
An understanding of how data, AI and technology are shaping transformation across Wealth and Asset Management.
Willingness to travel and work at client sites where required by the client or project.

Skills

Business strategy and transformation
Target operating model design and implementation
Customer, client and adviser experience
Growth and scalability, including new products and distribution channels
Strategic cost transformation and operational efficiency
Organisational and regulatory change
Data, AI and technology-enabled transformation
Problem structuring
Analytical skills
Stakeholder management
Presentation
Storytelling
Workshop facilitation
People management
Coaching
Mentoring
Data
AI
Technology

Experience Level

Manager

Education Level

Industry recognised business, finance, IT or project management qualifications such as PMP, PRINCE2, Agile, Lean Six Sigma, BPR, CIMA or CFA.

Benefits

Develop you with future-focused skills and equip you with world-class experiences.
Empower you in a flexible environment.
Fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

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.