FSO, Business Transformation, Asset Management Senior
EY · Boston, United States · 2d ago
Location: New York, Chicago and Boston
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EY | Financial Services Organization – Wealth & Asset Management Consulting
Senior Consultant – Asset & Wealth Management
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 & Capital Markets, Wealth & Asset Management, and Insurance adapt to a rapidly evolving landscape.
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 & Wealth Management Consulting team.
The Opportunity
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 chain—from 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.
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 (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
- 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.
- 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.
- Minimum of 3 years of progressive experience in:
- A traditional or alternative asset management firm, fund administrator or wealth platform.
- 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.
- 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.
- 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.
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 changes for clients while collaborating with peers across EY’s global network.
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 & Wealth Management — this role is for you.
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. Learn more.
- 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 $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. 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 | Building a better working world
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