Business Transformation Manager - WAM, Asset Management

EY | Financial Services Organization Wealth & Asset Management Consulting

As part of our Asset & Wealth Management practice, you'll help clients better align their operating models, data, and technology with their business strategies. Our work spans the full investment value chainfrom front-office strategy and product development to middle- and back-office transformation and digital enablement. You'll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi-liquid alternative productshelping bridge the operational and regulatory complexities between public and private investments. This is an opportunity to build deep expertise across a diverse set of asset classes while developing future-ready consulting skills in operations, technology, data, and regulatory change.

Key Responsibilities

Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.

Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.

Participate in technology-enabled transformations, including system selection and implementation.

Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.

Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.

Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.

Skills and Attributes for Success

Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.

Interest or experience in Private Markets and Alternatives as the industry expands access to non-traditional products.

Ability to translate complex business and operational requirements into practical, technology-enabled solutions.

Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.

Proven ability to thrive in collaborative, fast-paced consulting environments.

To Qualify for the Role, You Must Have

Bachelor's degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.

Five to seven years of progressive experience in :

• A traditional or alternative asset management firm, fund administrator, or wealth platform, or
• Financial services consulting with exposure to investment operations or technology transformation.

Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.

Strong experience with process improvement, system implementation, project management, or middle-office outsourcing.

Strong interpersonal, presentation, and client service skills.

Willingness to travel as required; valid driver's license and passport.

Ideally, You'll Also Have

Prior consulting experience with a Big 4 or other global professional services firm.

Exposure to Private Markets operations, fund structures, or investor reporting.

Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.

Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.

Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.

What We Look For

We're looking for passionate, curious professionals who combine strategic thinking with hands-on delivery. You'll have the autonomy to drive meaningful change for clients while collaborating with peers across EY's global network.

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.

What We Offer You

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

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 in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those 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.

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

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. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. 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 ssc.customersupport@ey.com.