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The opportunity
Our team is looking for exceptional, driven, and passionate individuals with an entrepreneurial mindset, energy and a solid 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 responsibilities

Lead multiple client engagements – manage and lead the delivery of small and large/complex client engagements including overseeing planning, execution, stakeholder management and delivering strategic outcomes





Provide subject matter guidance to team members based on experience and knowledge of wealth management industry & experience with technology and operations projects

Business & 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 EY

Team management – support people development through activities such as recruitment, mentoring and counsellor programmes

Account management & Financials – oversee engagement financials to maintain profitability, and efficient resource allocation as well as maintain compliance with internal risk and oversight procedures

Work with the partners, other practices and the team to execute the growth strategy and initiatives

Skills and attributes for success

Bring an understanding of the various aspects of the Wealth Management lifecycle including, relationship management, wealth planning, client onboarding and investment management

Knowledge of and/or direct experience working with wealth technology platforms and service providers

Proven delivery leadership and people leadership roles in wealth management programs

Strong communication and interpersonal skills, with the ability to engage and influence senior-level stakeholders

Structured approach to critical problem solving





Ability 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 issues

A high level of motivation and a self-starting attitude and an ability to think outside of the box and thrive on new challenges

To qualify for the role you must have

A 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 provider

Experience of leading sales collateral such as proposal responses

Strong business writing, presentations and stakeholder management skills

People coaching and mentoring experience

Extensive program delivery and project management experience

Deep understanding of current market trends in the wealth management industry and subject matter expertise

Ideally, you’ll also have

Good understanding of one or more of the following: front office distribution models, product & investment management, operations, data & technology ecosystems

Proven track record of sales and delivery in a management consulting context with established client relationships and experience in Canada

Prior experience in consulting preferred

What we look for
As a valued member of the team and leader, we are looking for applicants that are keen, dynamic and flexible – who enjoy a variety of challenges and who offer different experiences and diverse insights

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📌 Business Transformation Architecture - Senior Manager - Wealth and Asset Management (Ontario)
🏢 EY
📍 Ontario