Manager Operations, Wealth Management

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Operations Advisory - Wealth Management Sector - Executive/Manager/Senior Manager
Business Area:  Financial Services Performance Improvement
Sector:   Wealth Management
Competencies:  Wealth & Asset Management, Operations Advisory
Levels:   Executive, Manager & Senior Manager


With its unmatched reputation for industry expertise, range of complementary offerings, global reach and delivery excellence, EY is experiencing significant demand in its Financial Services consulting business.  Hence it is currently aggressively expanding the Performance Improvement practice, and in particular is looking to recruit individuals with deep knowledge of Wealth Management.

Following the financial crisis and subsequent changes in regulation and client expectations, the Financial Services industry is experiencing an unparalleled degree of change.  Driven by customers, regulators and shareholders, EY clients are re-evaluating their business models and embarking on major transformation programmes to deliver the operational and technology infrastructure required.  The Wealth Management sector in particular is seeing major change and hence demand for consulting services spanning front office, operations, finance, risk, IT, regulatory, tax and programme management.

EYs Performance Improvement practice is looking to further grow its Wealth Management team.  It has already attracted significant senior talent from both industry and consulting to drive the growth of this business, and is now looking to hire a number of high calibre individuals at Senior Manager, Manager and Executive level.

Competency Specific Experience – Operations

  • Understanding of wealth management functions and processes in Operations and inter-relationships with Front Office, Product Management, Risk and Finance
  • Experience of one or more wealth management applications and understanding of overall product or service development lifecycle would be advantageous
  • Customer and/or Operations change management / transformation experience, spanning some / all of the following areas:
  • Market Propositions - Business Model Optimisation, Growth and Diversification Strategies, Competitor Positioning, Market Entry and Optimisation, Cross Bordering, Distribution Channels
  • Customer, Product or Service Strategy – Segmentation, Distribution Strategies, Portfolio Management, Relationship Management Models, Product Management, Brand Management, Client Acquisition and On-boarding
  • Operating Model Design - Target Operating Model, Business Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring, Insourcing / Outsourcing
  • Process Improvement - Business Process Re-engineering (BPR), Business Process Transformation, Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling, Process Mapping, Process Flow Definition & Design, Business Case Design – Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis, Roadmap Design – Project / Programme Planning, Estimation, Prioritisation

Industry Experience

  • Successful track record in Wealth Management gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier Wealth Manager, and/or a relevant infrastructure firm (e.g. wealth management banking platforms, wrap / trading platforms)
  • Good (in depth at Manager level) understanding of one or more wealth management product or service areas (including customer segments / strategy, advisory capabilities, distribution channels, portfolio management, relationship management, product and service design)
  • Appreciation of major industry issues and current market trends in mass affluent and/or wealth management markets
  • Good understanding of wealth market segmentation, end to end sales, service and/or performance management processes
  • Track record of successful delivery on projects for wealth management clients (for Manager level, in project management or team leadership roles)
  • Whilst a European / global perspective is important, experience of the UK market in particular is also necessary 

Profile and Skills

  • Ambition to build / develop a career in advising wealth management clients around Customer and Operations improvements at EY
  • Strong interest and commitment to developing and delivering leading edge solutions to wealth management industry clients
  • Shows potential to develop strong client relationships
  • Market network / knowledge (Manager level only)
  • Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered
  • Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines
  • High level of drive, commitment to achieving solutions, and ability to work under pressure
  • Ability to develop impactful written presentations and participate effectively in meetings with senior clients
  • Team player who openly supports, encourages and shares knowledge with colleagues
  • Ability to work under limited supervision (‘self starter’) in unstructured environments
  • Excellent graduate level education
  • Flexibility to travel to, and work in, other locations is essential

Who we are 

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

Job information

Firm: EY

Location: London


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