Business Transformation Analyst - Wealth Management - Senior
Type: Full Time
Preferred Education: 4 Year Degree
Internal Number: 226041
BUSINESS TRANSFORMATION ANALYST - WEALTH MANAGEMENT - SENIOR - (NEW YORK, NY; NEW JERSEY, BOSTON, MA; CHICAGO, IL CHARLOTTE, NC)
EY is the only professional services firm with a separate business unit (FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
Our Wealth and Asset Management Advisory business unit is seeking team members with experience in product management. Your time will be dedicated to the Wealth and Asset Management business, helping firms bring their products and initiatives to market, adapt to meet regulatory requirements and keep pace with the competitive landscape. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You'll be given all the skills, knowledge and opportunities to progress in your career and build a better working world for our people, our clients and the communities that support us.
Your key responsibilities
Building relationships is the key. You will help client engagement teams deliver new products, features, and initiatives in an iterative and agile approach. As you build knowledge and experience, you'll become a credible advisor to your clients, helping them accelerate the delivery of products and services to their users.
Skills and attributes for success:
Ability to stay abreast of current business and industry trends relevant to the client's business
Ability to foster relationships with client personnel at appropriate levels and to consistently deliver quality client services
Ability to think through complex problems and effectively communicate problems and potential solutions to the client and colleagues.
Constant development of your understanding of current market trends and processes
Understanding of our clients' unique ambitions and needs, and the ability to refer them to colleagues in other teams where possible
To qualify for the role, you must have:
Experience supporting agile teams to deliver the road map through sprint cycles, breaking down the product road map into prioritized epics and features
Experience breaking down features into executable user stories that include detailed acceptance criteria written in Gherkin format
Experience supporting the ideation, prioritization, development, launch, and analysis of products and/or features
Experience working cross-functionally with designers, engineers, test engineering and other product managers; the ability to set and manage expectations through effective written and oral communications
Experience using common project management tools (JIRA, Confluence, Trello, etc.)
Experience working at a professional services firm or financial services company, or comparable experience working as an advisor to a financial services company
Experience working in a wealth management firm, private bank, investment management firm or capital markets firm, or as a consultant in one of these companies
A willingness to travel to meet client needs (up to 90% of your time); valid driver's license and passport required
Ideally, you'll also have:
Prior experience working for a Fintech or financial software company
Prior consulting experience with a Big Four firm or large global financial institution
Prior experience operating in a traditional development framework (i.e., waterfall) in addition to Agile
Prior experience in product design or product development
What we look for
We're interested in highly motivated talented individuals with a strong willingness to think outside of the box. You can expect plenty of autonomy in this role, so you'll need the motivation to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're serious about consulting and ready to take on some of our clients' most complex issues, this role is for you.
At EY, we look for people who are inspired by the chance to push boundaries and make the absolute most of every opportunity. And one of the components of our culture that makes this possible is our emphasis on entrepreneurial businesses. By giving our people access to tomorrow’s leaders today, we give them exposure to the ideas will shape the future of our organization.
Entrepreneurial businesses are those that take measured, strategic risks to advance. Their fresh thinking and hard work creates positive social change by creating jobs and wealth. We’ve developed a strong reputation for working with these companies and enhancing their success.
At EY, we are proud to work with these innovators and game-changers of today to create new legacies for the world. Through your work at EY, you will have the opportunity to help some of the most iconic, innovative and powerful entrepreneurs in the world move forward, improving their industries and ultimately the economies of the world.