EY Strategic Transformation, Manager - Financial Services in Boston, Massachusetts
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Strategic Transformation – Manager
EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
We help our clients transform. Together we face complex hurdles that hinder progress and increase costs. Our Strategic Transformation solutions are designed to address these challenges and increase the effectiveness of their transformation agenda.
The Strategic Transformation (ST) team offers industry-specific solutions to Financial Services firms to accelerate and achieve their transformation objectives. We support the development of their Transformation Strategy and mobilize their Transformation Launch. We implement with Transformation Execution to manage execution risk and enable a portfolio of programs with a Transformation Management Office. We protect the transformation programs with a Project Health Check to assess the complexity, issues and risks of the transformation program. These proven methodologies and accelerators have enabled the ST to mobilize and execute on large-scale, complex BCM, WAM, and Insurance transformation programs.
Your key responsibilities
We are looking for ST Managers who will be responsible for advising our clients to reshape and transform their businesses. While the individual assignments of a ST Manager will vary depending on client needs, you should expect to be responsible for a wide range of strategic activities which will likely include:
Engage directly with client stakeholders and executives to help define their business transformation vision, strategy, and roadmap, with supporting business case.
Analyze existing platforms, tools, and processes in the client's current operating model, and recommend innovative, implementable solutions as appropriate based on the business needs.
Plan and facilitate client workshops around their transformation vision, scope and challenges to execution
Assess client operating models, identifying gaps, and making recommendations for future improvement.
Generate new business opportunities. Develop and maintain long-term client relationships and networks.
Develop relationships with team members across all EY practices to serve client needs
Demonstrate direct experience in program management including: planning, scheduling, resource management, status reporting, monitoring and controlling, program data analytics/metrics, delivery optimization, closing, etc.
Lead the growth of the practice by sharing knowledge and experience and development of engagement tools, enablers and other knowledge assets to build capability for the practice
You will lead and collaborate with other ST team members and stakeholders, including other members of the Strategy & Business Transformation family. You must be willing to take smart risks and champion new ideas.
To qualify for the role you must have
A Bachelor's degree in Business Administration, Finance, Management, Risk Management or other related business management degree
A minimum of five years of post-Bachelor's work experience (or three years for a Master's degree); three or more years must relate to business strategy, transformation, organizational design and/or other related business management experience
A minimum of five years of experience working in the financial services industry or comparable experience working as an advisor to a financial services company; preferably with a strong consulting background in banking, asset management, capital markets or insurance
The ability to run workshops with clients to understand needs, articulate vision, and help design strategies and experiences that meet their vision and needs
Experience in the development of executive presentations and deliverables, comfortable carrying out detailed analysis of qualitative and quantitative data to identify and present key themes and trends in a highly consumable format
A passion for strategy and innovation, including research and showcase knowledge in the industry's latest trends and technologies
Experience leading transformative programs that are large scale, global portfolio driven, multi-work stream following PM methodologies including agile with a focus on the following:
C-Level executive relationships
Globally distributed team management
Industry expertise and thought leadership
Conflict resolution and consensus building
Proven delivery skills including the ability to scope/size a project; staff a team with the appropriate skill set; provide subject matter direction and guidance to a team
Ability to identify opportunities and help generate follow-on work during client engagements by understanding a range services and offerings and coordinating with personnel in other service lines to help sell integrated solutions that meet client needs
Experience in creating points of view on relevant industry trends, solutions, methodologies, and analytical frameworks and tools
The candidate must have experience in at least 3 of the following Competencies:
Strategy & Operating Model Development
IT/Business Process Management
Business and IT Alignment
Transformation / Program Management
Organizational Change Management
Enterprise Data Management
Ideally, you'll also have
MBA degree preferred.
Experience speaking at industry conferences, round tables, and other public forums
Experience authoring articles and white papers
Experience working with executive and/or business leadership to help shape and guide the strategic and improvement agenda
Relevant industry certifications (e.g., PMP, CSM, SAFe etc.)
What we look for
Aside from the world-class messaging we deliver to leading companies, what makes us unique is our fun, transparent, highly entrepreneurial and collaborative culture. We work hard, play hard and love what we do together. Day in and day out, we know we can count on one another. If you think everything we've said so far sounds great, then we look forward to hearing from you!
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. 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.
• 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.
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.
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