Financial Services Office Senior Manager - Multiple Teams

The Opportunity

EY is seeking a Senior Manager to join EY's Business Transformation & Growth (BTG) practice. In this leadership role, you will be responsible for driving large-scale enterprise transformation programs for Life Insurance, Annuity and Group Benefits clients. You will provide strategic leadership across multiple engagements, shape client transformation agendas, develop executive level relationships, and help drive the growth of EY's BTG practice.

As a Senior Manager, you will provide overall leadership for complex, multi-year business and technology transformation programs, overseeing strategy, solution delivery, organizational change, operational readiness, and business outcomes across multiple workstreams, vendors, and stakeholder groups.

Your Key Responsibilities

You will be responsible for leading complex client engagements and managing multidisciplinary teams focused on life, annuity, and group insurance transformation initiatives.

Client Leadership & Delivery Oversight

• Serve as the executive delivery leader for strategic transformation programs, accountable for overall program success, financial performance, governance, and client satisfaction.
• Establish and maintain trusted advisor relationships with executive stakeholders, including CIOs, COOs, Heads of Operations, and Business Line Leaders.
• Lead executive steering committees and governance forums while providing thought leadership on industry trends, modernization strategies, and platform transformation.
• Direct multiple concurrent engagements and workstreams across complex client portfolios.
• Identify opportunities for business expansion and collaborate with account leadership to drive revenue growth

Program Governance & Strategic Execution

• Define enterprise transformation strategies, target operating models, implementation roadmaps, and program governance structures.
• Provide oversight across architecture, data, integration, conversion, testing, change management, release management, and implementation activities.
• Ensure alignment of transformation initiatives with client business objectives, regulatory requirements, and enterprise architecture strategies.
• Lead strategic risk management and executive-level issue resolution for critical program decisions.
• Drive adoption of AI-enabled delivery methods, intelligent automation, and advanced analytics capabilities across engagements.

People Leadership & Team Development

• Lead and develop managers, consultants, and cross-functional delivery teams across multiple client engagements.
• Sponsor talent development, succession planning, and performance management initiatives within the BTG practice.
• Build and maintain a high-performing consulting organization through coaching, mentoring, and leadership development programs.
• Recruit, retain, and develop top talent while fostering an inclusive and collaborative culture.

Business Development & Practice Growth

• Lead account growth strategies and manage executive client relationships across strategic insurance accounts.
• Originate and develop new business opportunities, contributing directly to revenue growth and pipeline development.
• Lead pursuit efforts, proposal development, solution shaping, pricing strategies, estimations, and contracting discussions.
• Serve as a thought leader in insurance transformation, policy administration modernization, AI-enabled operations, and digital transformation.
• Develop market offerings, accelerators, methodologies, and intellectual property that enhance EY's competitive position

To Qualify for the Role, You Must Have

• Bachelor's degree required; advanced degree preferred.
• 12-15+ years of professional experience in consulting, insurance, enterprise technology, or business transformation.
• 8+ years of experience within Life, Annuity, or Group Benefits insurance.
• Proven leadership of large-scale enterprise transformation programs exceeding multiple workstreams, vendors, and delivery teams.
• Demonstrated success managing executive client relationships and driving business development activities.
• Experience leading large consulting teams and managing engagement financials, forecasting, and profitability.
• Proven track record of developing new business, leading pursuits, and contributing to account growth
• Experience with one or more policy administration platforms including FAST (Verisk), FINEOS, ALIP, OIPA, DXC wmA/CyberLife, EXL LifePro, or comparable modern PAS solutions
• Strong understanding of the Life & Annuity and group benefits value chain, including product configuration, underwriting, policy administration, servicing, and claims
• Program management experience within onshore/offshore delivery models involving multiple vendors and stakeholders
• Experience overseeing platform configuration, integration, APIs, middleware, and data migration efforts
• Strong executive communication, presentation, and stakeholder management skills
• Experience working across multi-vendor and geographically distributed delivery models.
• Demonstrated ability to influence senior business and technology leaders
• Strong experience working within Agile frameworks, including Scrum, Kanban, and SAFe practices.
• Strong written and verbal communication skills, including experience presenting to senior business and technology stakeholders.
• Willingness to travel up to 50% based on client needs

Ideally, You'll Also Have

• Advanced degree in Computer Science, Information Systems, Engineering, Business Administration, Economics, or a related field
• Experience serving as a Delivery Lead, Solution Delivery Manager, Release Train Engineer, or Platform Transformation Lead
• Experience with Agile and SAFe transformation programs
• Experience supporting business development, proposal management, and account growth activities
• Experience supporting life or annuity product launches, platform modernization, legacy conversion, or policy administration implementations.
• Knowledge of term life, whole life, universal life, fixed annuities, indexed annuities, variable products, registered products, or payout capabilities.
• Experience facilitating workshops, completing capability assessments, designing future-state processes, or defining product and platform requirements.
• Experience with data migration, conversion, data quality, reconciliation, integration, and cutover activities.
• Familiarity with SQL, ETL, APIs, test automation, DevOps, or cloud-enabled delivery.
• Experience developing proposals, estimates, reusable assets, accelerators, training content, or thought leadership.
• Relevant industry or delivery certifications, such as LOMA, AAPA, PMP, Scrum, or SAFe.

What We Look For

We are looking for transformational leaders who combine deep insurance industry expertise with strong executive advisory, delivery leadership, and commercial acumen. Successful candidates build trusted executive relationships, shape strategic client initiatives, lead large-scale transformation programs, develop high-performing teams, and contribute meaningfully to the growth of the practice through thought leadership, innovation, and business development

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• 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 is: 
• • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $205,900 to $427,800
  • Bay Area California offices – $214,600 to $445,700
  • All other offices locations in the US, including Sacramento – $171,600 to $392,100 
• Individual salaries within these 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.
• 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.                                              

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

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.

All in to shape the future with confidence.

EY provides 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 [email protected].