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EY FSO, BT WAM STAFF in Charlotte, North Carolina

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.

The exceptional EY experience. It's yours to build.

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

Primary location for this role is in NY.

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, Insurance, and Real Estate, Hospitality and Construction. 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!

The opportunity

Assist our clients in better aligning their organizations' operating infrastructures with their strategies. We have a broad range of capabilities to assist clients with operational improvement, profitability management, finance function activities and business integration. Your time will be dedicated to the asset management business, both traditional and alternative. In return, you can expect leading-class learning and development that is tailored to your unique interests and motivations. You’ll be given all the skills, knowledge and opportunities to progress and become ready to 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 be a high-profile contact when it comes to motivating client engagement teams with diverse skills and backgrounds by fostering an innovative and inclusive team-oriented work environment. As you build knowledge and experience, you’ll become a credible advisor to junior consultants within the organization, as well as the clients.

Skills and attributes for success

  • Drive high-quality work products within expected time frames and on budget

  • Be willing to roll up sleeves, work hard, ask questions and be a good team player to establish trust within the team and with the client, and a strong personal brand

  • Foster relationships with client personnel at appropriate levels

  • Constantly develop your understanding of current asset management industry trends, relevant to the client's business and processes, and share your knowledge to develop junior colleagues

  • Understand our clients’ unique ambitions and needs and refer them to colleagues on other teams and in other areas to broaden our business relationships where possible

To qualify for the role you must have

  • Bachelor's degree in business, finance, accounting, computer science, engineering or a related field

  • Career progression with a minimum of two to three years of experience working at either a traditional or alternative asset management firm, the investment area of an insurance company, a third-party service provider, a technology vendor servicing the asset management industry or financial services consulting experience

  • Strong written and verbal communication, presentation, client service and technical writing skills

  • Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks

  • Strong interest in further developing industry and deep content knowledge in asset management

  • Willingness to travel to meet client needs; valid driver's license and passport required

Ideally you’ll also have

  • Experience with identifying use cases for smart automation and/or assistance with implementations using RPA, ML, NLP, OCR, etc., for an end solution

  • Comfort working in ambiguous environments where an approach is not always defined and researching topics and navigating organizations towards a desired outcome is required

  • Participation in technology-enabled business transformations and experience with Agile

  • Experience with writing business requirements, user experience design, product testing, project management, etc.

  • Experience with researching and assessing vendor solutions vs. in-house built tools

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 are ready to take on some of our clients’ most complex issues, this role is for you.

What we offer

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 $69,000 to $113,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $82,700 to $129,300. 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.

  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.

  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

For those living in California, please click here for additional information.

EY is an equal opportunity, affirmative action employer providing 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. 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

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