Senior Manager-Wealth & Asset Management Technology Consulting - Wam

Senior Manager– Wealth & Asset Management Technology Consulting (WAM)

Role Purpose

As a Senior Manager in WAM Technology Consulting, you will lead the delivery of complex technology-enabled transformation programmes across wealth and asset management clients.

You will operate at the intersection of business strategy, technology, and transformation delivery, helping clients modernise investment platforms, data ecosystems, and operating models. You will work closely with client stakeholders and EY leadership teams to shape solutions, deliver outcomes, and build trusted relationships across engagements.

This role combines:

Delivery leadership of complex transformation programmes

• Technology strategy and architecture expertise
• Client relationship development and account growth support
• Team leadership and capability development

The Opportunity:

You will play a central role in delivering EY’s WAM Technology Consulting franchise, helping clients:

• Modernise investment platforms, data ecosystems, and operating models
• Navigate complex vendor/platform landscapes (e.g. Aladdin, front office, data platforms)
• Enable AI-ready, scalable and resilient technology environments
• Deliver large-scale transformation programmes with measurable business outcomes

You will work with leading asset managers, wealth managers, and investment platforms to deliver technology-enabled transformation at scale

Your responsibilities

1. Client Delivery & Account Growth

• Build and maintain strong relationships with client stakeholders across technology, operations and investment functions
• Support account leadership in identifying growth opportunities and developing client roadmaps
• Contribute to proposals, statements of work and pursuit activities
• Help identify and shape follow-on opportunities arising from ongoing client engagements
• Represent EY in client workshops and industry events

2. Technology Strategy & Transformation

• Support the development of target state architectures and transformation roadmaps
• Help clients define technology strategies, operating models and implementation approaches
• Develop robust business cases and value assessments for technology investments
• Advise on platform strategy (build vs buy, vendor selection, integration approach), vendor selection and integration approaches
• Translate strategic objectives into practical delivery plans

3. Domain & Platform Architecture Leadership

• Lead workstreams designing end-to-end WAM technology architectures, including:
  • Front office / investment platforms (examples listed below)
  • Data platforms and analytics solutions
  • Integration patterns (APIs, event-driven)
• Support governance and architecture decision-making throughout programme delivery
• Develop scalable and sustainable solution designs aligned to business objectives

4. Programme & Delivery Leadership

• Lead significant workstreams and delivery teams within large transformation programmes
• Manage programme plans, dependencies, risks and stakeholder communications
• Act as the bridge between business and technology stakeholders
• Ensure delivery quality, governance and risk management standards are met
• Support programme mobilisation, delivery execution and successful outcomes

5. People Leadership & Capability Development

• Lead and develop high-performing project teams
• Coach, mentor and support the development of consultants and managers
• Support recruitment, onboarding and community-building activities
• Lead high-performing teams and communities of practice
• Develop offerings, assets, and propositions – example, partner with leading technology vendors to grow common pipeline
• Share industry and platform knowledge across the practice

Skills & Experience – Required

• Proven experience delivering large-scale technology transformation in WAM or Financial Services
• Deep expertise in investment / wealth platforms, data ecosystems, and architecture
• Experience leading multi-disciplinary teams and managing senior stakeholders
• Strong consulting skillset:
  • Stakeholder management
  • Communication and storytelling
  • Problem structuring and analysis
  • Workshop facilitation and client engagement

Domain Expertise

• Strong understanding of the Wealth & Asset Management technology landscape including:
  • Front office / portfolio management platforms
  • Data & analytics ecosystems
  • Platform transformation programmes (e.g. end to end ecosystems, alternatives platforms)
  • Technology modernisation approaches
  • Integration and architecture patterns
  • Evolving industry landscape (e.g. AI, GenAI, cloud)

Ideally, you will also have

• Experience supporting platform-led transformation (vendor + bespoke integration) such as Blackrock Aladdin, State Street Alpha/Charles River, Simcorp Dimension, Bloomberg AIM, Factset, Finbourne, Avaloq, FNZ, Temenos, and others
• Exposure to AI-enabled operating models and data-driven transformation
• Experience supporting business development activities and proposal development
• Knowledge of regulatory and risk considerations in Financial Services technology
• Experience developing consulting assets, propositions and growing practice capabilities

Success Measures (KPIs)

• Strength of C-suite client relationships
• Successful delivery of transformation programmes and workstreams
• Delivery of high-quality technology and architecture outcomes
• Strong client stakeholder feedback and relationship development
• Contribution to sales pursuits, proposals and account growth
• Development and retention of high-performing teams
• Contribution to practice growth, knowledge sharing and asset development

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.