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.The opportunityOur team is looking for exceptional, driven, and passionate individuals with an entrepreneurial mindset, energy and a strong desire to succeed. As a leader in EY's Wealth Management team, you will play a critical role in providing a wide range of advisory services across various lines of business within the Canadian Wealth Management market, including Investment Advisory, Private Banking, Trust, Direct Investing, and Retail Investing.We are looking for energised, motivated leaders with experience helping wealth managers to transform the front, middle and back office of our clients. Working closely with our clients, offering points of view and advice, supporting them to make change decisions, navigating the implementation of technology and operational efficiency, while bringing teams along with the transformation journey.Our engagements span from strategic assessments, advisor & client experience design, target operating model designs, system / vendor selections, technology and data architecture design and implementation support of mid to large scale transformation opportunities.Your key responsibilitiesLead multiple client engagements – manage and lead the delivery of small and large/complex client engagements including overseeing planning, execution,



stakeholder management and delivering strategic outcomesProvide subject matter guidance to team members based on experience and knowledge of wealth management industry & experience with technology and operations projectsBusiness & practice development – assist the partners and the team by leading and managing business development initiatives including developing proposals and scoping documents, and proactively building relationships with clients and peers at EYTeam management – support people development through activities such as recruitment, mentoring and counsellor programmesAccount management & Financials – oversee engagement financials to maintain profitability, and efficient resource allocation as well as maintain compliance with internal risk and oversight proceduresWork with the partners, other practices and the team to execute the growth strategy and initiativesSkills and attributes for successBring an understanding of the various aspects of the Wealth Management lifecycle including, relationship management, wealth planning, client onboarding and investment managementKnowledge of and/or direct experience working with wealth technology platforms and service providersProven delivery leadership and people leadership roles in wealth management programsStrong communication and interpersonal skills,



with the ability to engage and influence senior-level stakeholdersStructured approach to critical problem solvingAbility to lead cross-functional teams and manage complex client engagement teams in a collaborative environment, to provide valuable insight and high-impact solutions to client issuesA high level of motivation and a self-starting attitude and an ability to think outside of the box and thrive on new challengesTo qualify for the role you must haveA successful track record leading projects (10 years+) in wealth management industry, gained through experience working at a wealth management firm, a top tier consulting firm, a specialist financial services consultancy, or an wealth management technology or service providerExperience of leading sales collateral such as proposal responsesStrong business writing, presentations and stakeholder management skillsPeople coaching and mentoring experienceExtensive program delivery and project management experienceDeep understanding of current market trends in the wealth management industry and subject matter expertiseIdeally, you'll also haveGood understanding of one or more of the following: front office distribution models, product & investment management, operations, data & technology ecosystemsProven track record of sales and delivery in a management consulting context with established client relationships and experience in CanadaPrior experience in consulting preferredWhat we look forAs a valued member of the team and leader, we are looking for applicants that are keen, dynamic and versatile – who enjoy a variety of challenges and who offer different experiences and diverse insights #J-18808-Ljbffr

📌 Business Transformation Architecture - Senior Manager - Wealth And Asset Management (Toronto)
🏢 EY
📍 Toronto