FSO, Business Transformation - Asset Management Manager

<div><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">Location: New York, Chicago and Boston</span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">At EY, we’re all in to shape your future with confidence. </span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.</span></p></div><div> </div><p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!</span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>EY | Financial Services Organization – Wealth &amp; Asset Management Consulting</strong></span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>Manager Consultant – Asset &amp; Wealth Management (with Private Markets Exposure)</strong></span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif">EY is a global leader in serving the financial services industry, and the only professional services firm with a dedicated business unit focused exclusively on financial services — the Financial Services Organization (FSO). Our specialized structure enables us to work at the forefront of change, helping clients across Banking &amp; Capital Markets, Wealth &amp; Asset Management, and Insurance adapt to a rapidly evolving landscape.</span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Our purpose is to help build a financial services industry that is trusted, resilient, and transformative — one where institutions can flourish and contribute to a healthy global economy. If you’re motivated by solving complex challenges, driving innovation, and shaping the future of financial services, we invite you to join our dynamic Asset &amp; Wealth Management Consulting team.</span></p><div style="text-align:center;margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif" align="center"><hr align="center" size="2" width="100%"></div><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>The Opportunity</strong></span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif">As part of our Asset &amp; 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 chain—from front-office strategy and product development to middle- and back-office transformation and digital enablement.</span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif">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 products—helping bridge the operational and regulatory complexities between public and private investments.</span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif">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.</span></p><div style="text-align:center;margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif" align="center"><hr align="center" size="2" width="100%"></div><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>Key Responsibilities</strong></span></p><ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Participate in technology-enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.</span></li></ul><div style="text-align:center;margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif" align="center"><hr align="center" size="2" width="100%"></div><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>Skills and Attributes for Success</strong></span></p><ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries) as the industry expands access to non-traditional products.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Ability to translate complex business and operational requirements into practical, technology-enabled solutions.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Proven ability to thrive in collaborative, fast-paced consulting environments.</span></li></ul><div style="text-align:center;margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif" align="center"><hr align="center" size="2" width="100%"></div><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>To Qualify for the Role, You Must Have</strong></span></p><ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Bachelor’s degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Five to seven years of progressive experience in:</span></li><ul style="margin-top:0.0in;margin-bottom:0.0in" type="circle"><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">A traditional or alternative asset management firm, fund administrator, or wealth platform, or</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Financial services consulting with exposure to investment operations or technology transformation.</span></li></ul><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Strong experience with process improvement, system implementation, project management, or middle-office outsourcing.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Strong interpersonal, presentation, and client service skills.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Willingness to travel as required; valid driver’s license and passport.</span></li></ul><div style="text-align:center;margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif" align="center"><hr align="center" size="2" width="100%"></div><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>Ideally, You’ll Also Have</strong></span></p><ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Prior consulting experience with a Big 4 or other global professional services firm.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Exposure to Private Markets operations, fund structures, or investor reporting.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.</span></li><li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:115%;font-size:12.0pt;font-family:verdana, geneva, sans-serif"><span style="font-family:verdana, geneva, sans-serif">Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.</span></li></ul><div style="text-align:center;margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif" align="center"><hr align="center" size="2" width="100%"></div><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif"><strong>What We Look For</strong></span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif">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.</span></p><p style="margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-family:verdana, geneva, sans-serif">If you’re excited by the opportunity to work across traditional and alternative investments — and to help define the operating models powering the future of Asset &amp; Wealth Management — this role is for you.</span></p><p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">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.</span></p><p> </p><div><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt"><strong>What we offer you</strong></span><br><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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. Learn <a href="https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ey.com%2Fen_gl%2Fcareers&amp;data=05%7C02%7Cdeborah.compagner%40ey.com%7C41999b589ae04d7f6b8a08dd04d62e9a%7C5b973f9977df4bebb27daa0c70b8482c%7C0%7C0%7C638672040144488329%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&amp;sdata=Mb96MEoh9R3oQ1cGLr73tEDtKTSUYCyfOhCZ%2BmMHY9w%3D&amp;reserved=0">more</a>.</span></p><ul><li style="font-family:arial, helvetica, sans-serif;font-size:12.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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.</span></li><li style="font-family:arial, helvetica, sans-serif;font-size:12.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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.</span></li><li style="font-family:arial, helvetica, sans-serif;font-size:12.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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.</span></li></ul><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt"><strong>Are you ready to shape your future with confidence? Apply today. </strong></span><br><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">EY accepts applications for this position on an on-going basis.<strong>  </strong></span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">For those living in California, please click <a href="https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ey.com%2Fen_us%2Flegal-and-privacy%2Ffair-chance-ordinance&amp;data=05%7C02%7CKatie.Fusco%40ey.com%7Ca854c911111641604b1908dcbae61395%7C5b973f9977df4bebb27daa0c70b8482c%7C0%7C0%7C638590744554256267%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=OMroKPwn6YEFe32dLGrEivljaobbnMbqSwp4tFRvnfc%3D&amp;reserved=0">here</a> for additional information.</span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.</span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt"><strong>EY  |  Building a better working world</strong></span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.</span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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.</span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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.</span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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.  </span></p><p> </p><p><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt">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 <a href="mailto:ssc.customersupport@ey.com">ssc.customersupport@ey.com</a>.</span></p></div>