Join EY as a UK FSO WAM Client Executive (Senior Manager) on a 12-month secondment based in London. In this maternity cover role, you will work closely with Global Client Service Partners and account teams to drive account strategy, manage client relationships, and deliver business development activities within the wealth and asset management sector.
Requirements
Experience working across the wealth and asset management or broader financial services sector.
Strong project and people management experience, good organizational skills, and attention to detail.
Ability to build excellent, effective stakeholder relationships.
Excellent written, oral, presentation, and facilitation skills.
Understanding of professional services, solutions, and current market trends.
No specific degree level is explicitly mandated in the job posting.
Skills & Responsibilities
Relationship development: Build and manage relationships with key client accounts, conducting senior stakeholder interviews and driving account strategy.
Business development: Lead on business development activities, including stakeholder mapping, pursuit management, and RFP support.
Pipeline management: Build, manage, and close the client pipeline by running regular account team reviews to ensure accuracy.
Project management: Coordinate across multiple regions and service lines, managing offshore support teams and executing revenue and year-end planning processes.
Potential transition routes: People from account management, business development, or financial services consulting roles may bring relevant client-facing skills, alongside meeting industry experience requirements.
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.
Job Title: UK FSO WAM Client Executive
Global Rank: Senior Manager
Reports to: Dan Hall UKFS WAM Leader and Obaid Khawaja (Talent Leader WAM C&I)
Term: One-year secondment subject to agreement
The opportunity and position summary
EY has a leading position across the wealth and asset management (WAM) industry, supporting our clients and their stakeholders with their objectives for their businesses. We require experienced client executives to support the management and growth of our relationships with our key client accounts for a Maternity cover for a senior manager. The role is to work with our GCSPs, Client Service Director’s and the wider client account teams to deliver the account strategy and the EY client service framework.
Your responsibilities will be varied, ranging from client relationship development, client pursuits, supporting strategy setting, account management and reporting, to co-ordination across multiple regions, supporting Expectations of Service Quality (ESQ) & Assessment of Service Quality (ASQ) production through senior client stakeholder interviews, broader marketing and thought-leadership relevant to the client.
You will be allocated a portfolio of client accounts with differing responsibilities and appropriate sales targets.
Your key responsibilities
Supporting the CSP and CSD and leading where relevant on Business Development activity including stakeholder mapping, client relationship development, pursuit management, RFP support, preparation for and attendance at client meetings and organisation of EMEIA and global field of plays.
Driving the relationship planning and execution for our key priority clients
Building, managing and closing the client pipeline. You will meet with the account team regularly to run through the monthly pipeline to ensure this is accurate and have adequate knowledge of the opportunities
Working with service line team to take new propositions and solutions to clients to address their key priorities.
Attending, preparing for and leading where relevant account meetings and knowledge sharing information across the Account team including Field of Play calls, global calls, weekly calls with account team and service lines.
Understanding of EY Service line & matrix structure and keep on top on opportunities / pipeline
Managing our offshore support teams and delegating account management tasks and escalating issues as appropriate
UK FSO WAM Client Executive (Senior Manager) - 12 Month Secondment - London
London
Competitive salary and Total Rewards package
Supporting the ASQ process and liaising with clients teams to ensure policies and processes are followed
Running multiple revenue and year end planning processes per EY timelines. Meeting tight deadlines and managing numerous partners across EMEIA in collating information required.
Managing relationships with the Global Account team including the GCSP and Service Lines where relevant. Ability to manage timely requests and conflicting demands. Ability to flex style to work with different stakeholders.
Actively leading and supporting on pursuit build out across opportunities
Supporting the development and management of key industry campaigns and solutions
Skills and attributes for success
Energetic, personable, team player
Relationship and network development skills
Able to work collaboratively across multi-disciplinary areas, including senior stakeholders across EY and our client.
Excellent people management, written and communication skills.
Ability to operate calmly under pressure and manage competing priorities.
Strong attention to detail, organizational skills
Ability to manage multiple priorities.
Takes ownership and personal responsibility.
Excellent decision making/problem solving skills.
Ability to manage conflict to successful resolution.
A strong executive presence
Ability to influence and communicate at all levels.
Strategic thinking and analytical skills
To qualify for the role, you must have
Experience working across the wealth and asset management or broader FS sector
Understanding of professional services and solutions and current market and business trends
Strong project and people management experience, good organizational skills and attention to detail
Ability to build excellent, effective stakeholder relationships.
Written, oral, presentation and facilitation skills.
Ideally, you’ll also have
Client delivery experience preferred, with previous experience leading projects and influencing stakeholders.
Business development experience.
Experience of EY tools, technology and processes including PACE, Mercury, Lens, Excel.
Experience of working with international teams and colleagues
What we look for
We are looking for a driven, organised, conscientious and analytical individual with proven leadership skills working with demanding and senior stakeholders within an ever-changing environment.
What we offer
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 MyReward 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:
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.
Please note
Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness here. We ask because it matters!
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
Apply now.
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