Join EY in Edinburgh as a Senior Consultant - WAM Tech - TC FS on a full-time basis. This role offers the opportunity to lead technology solutions, business transformations, and change programmes for top wealth and asset management clients, supported by flexible working arrangements.
Requirements
A successful track record in the Wealth, Asset, or Investment Management industry.
Experience working at a wealth/asset manager, top-tier consultancy, specialist financial services consultancy, or a tech/service provider.
Familiarity with wealth and asset management technology platforms (e.g., ObjectWay, Avaloq, BlackRock Aladdin, Simcorp).
No specific minimum years of experience or degree are explicitly mandated in the posting, but relevant industry background is required.
Skills & Responsibilities
Technology Implementation: Assess, select, and implement market-leading vendor solution platforms and architectures to transform client operations.
Project Management: Lead technology change programmes, manage workstreams, and deliver diverse client assignments within multi-disciplined teams.
Business Analysis: Identify operational efficiencies using emerging technologies such as Automation and Artificial Intelligence.
Client Relationship Management: Build trusted advisor relationships and support bid teams with proposals and new business opportunities.
Potential transition routes: People from wealth management, asset management, IT consulting, or financial software vendor backgrounds may bring relevant domain knowledge, analytical capabilities, and technical implementation experience alongside meeting the core industry criteria.
Job description
At EY, we’re all in to shape your future with confidence.
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.
Senior Consultant - WAM Tech - TC FS
The opportunity
This role offers the opportunity to analyse, design, recommend and implement technology solutions for the full spectrum of products and functions across both wealth and asset management. With our deep industry know-how, we help transform the back-, middle- and front-office operations of the world’s top money managers. Our insights into data and analytics, emerging technologies and platforms and how the asset and wealth management industries are evolving mean that we are at the heart of change with our clients, including by:
Driving front-to-back business transformation, including assessing, selecting and implementing market leading vendor solution platforms
Identifying how emerging technologies such as Automation and Artificial Intelligence can reduce cost and improve efficiency
Leading technology change programmes, including application architecture review, configuration and simplification
Target Operating Model design and implementation
Regulatory driven change (including client and regulatory compliance)
Large scale project and programme management
Your key responsibilities
As a Senior Consultant within the team you will be:
Delivering a diverse range of client assignments, often as part of a diverse, multi-disciplined project team
Taking responsibility for programme workstreams and deliverables
Developing strong trusted advisor relationships with our clients
Assisting in developing thought leadership and building EY solutions and methods
Identifying opportunities for new business and supporting bid teams with proposals
Contributing to the development of high-quality technical offerings
Supporting EY practice and people development through activities such as graduate recruitment
Skills and attributes for success
A high level of drive and commitment to delivering high quality work under pressure to meet tight deadlines
Being a supportive team player who actively develops relationships and is eager to share knowledge with EY colleagues and our clients
A structured approach to problem solving
The ability to learn new subject matter rapidly and a desire to develop a deep understanding the trends and challenges shaping Wealth & Asset Management and Technology
Flexibility in approach, willingness to adapt quickly and initiative when working in unstructured environments with limited supervision
To qualify for the role you must have
A successful track record in the Wealth, Asset or Investment Management industry, gained through experience working at a Wealth/Asset Manager, a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, or a Wealth/Asset Management technology or service provider
Good appreciation of current market trends in the Wealth & Asset Management industry and the technology that underpins it.
Technology skills across architecture, IT operating model design/cost reduction or experience of major package selection/service implementation (Wealth: ObjectWay, SEI, SS&C, Avaloq, FNZ, Iress, Intelliflo, Microsoft Dynamics, Pershing, InvestCloud; Asset Management: BlackRock Aladdin, Simcorp, Charles River, Markit thinkFolio; Alternatives : eFront, Investran, Allvue, iCapital)
Good understanding of one or more Wealth & Asset Management product areas and an appreciation of the end-to-end process flows and functional areas of Wealth & Asset Management participants
Experience delivering at various stages of the project lifecycle, knowledge of Project Management, Business Analysis and/or SDLC
Ideally, you’ll also have
A good understanding of one or more of the following: Buy-Side front and middle office, risk, compliance, advice and financial planning, Operations, Alternatives or Asset Servicing
Industry recognised business, finance, IT or project management qualifications such as PMP, PRINCE 2, Agile, Lean Six Sigma, BPR, CIMA or CFA
What we look for
Whether your background is from Technology, the Wealth/Asset Management industry, from consulting or from a vendor, we’re looking for team-mates who are keen, dynamic and flexible – who enjoy a variety of challenges and who offer different experiences and diverse insights.
What working at EY offers
We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
Support, coaching and feedback from some of the most engaging colleagues around
Opportunities to develop new skills and progress your career
The freedom and flexibility to handle your role in a way that’s right for you
About EY
As a global leader in assurance, tax, transaction and consulting services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us in building a better working world.
Apply now.
Who we are
EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us and shape the future with confidence.
Apply now.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
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.
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.
