Financial Services Technology Consulting, Wealth Management
US$123,000 – US$205,000 / yr base salary
Posted 14 Oct 2026
Advertised as “Financial Services Technology Consulting, WAM - Wealth Management Senior”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 3+ yrs
- Management level
- Individual contributor
| Base salary | US$123,000 – US$205,000 / yr |
|---|
Field of studyBusiness, Computer Science, Economics, Engineering, Finance, Information Systems (or related)
Study levelBachelor's or higher
Location: New York, Chicago, Boston, Philadelphia, Charlotte and Washington
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.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
This role offers a unique opportunity to support the implementation, localization, configuration and enhancement of leading Wealth Management platforms while helping clients modernize advisor, client and operational experiences. Working across business and technology teams, you will help drive platform transformation initiatives that improve operational efficiency, strengthen regulatory alignment and enhance the overall wealth management client experience.
The role requires a strong understanding of Wealth Management operations, business analysis and Agile delivery methodologies. You will work closely with stakeholders to define requirements, support platform enhancements, facilitate testing activities and contribute to strategic platform roadmap initiatives across advisory, trust, custody, trading and client servicing capabilities.
Your key responsibilities
- Support Wealth Management Platform U.S. localization using an Agile delivery approach.
- Gather and document business requirements, user stories and acceptance criteria in collaboration with business subject matter experts.
- Facilitate requirements and design workshops with business and technology stakeholders.
- Support backlog management, sprint planning, testing and business validation activities.
- Collaborate with the client to enhance the platform roadmap.
- Assist in translating business requirements into functional specifications and platform capabilities.
- Support data analysis, system testing, defect management and user acceptance testing activities.