Financial Services Technology Consulting - Wealth and Asset Management - Senior - Private Markets

Financial Services Technology Consulting - Wealth and Asset Management - Senior - Private Markets

Location: New York, Hoboken and Boston

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 global leader in serving the 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 integrated model and bold ambition allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational and technology-driven change.

Within EY Technology Consulting, we help asset and wealth management firms design, modernize, and scale their digital and data ecosystems spanning the entire investment value chain. If you are passionate about building technology solutions that connect business strategy with engineering excellence, and driving innovation across both traditional and alternative investments, this role provides an opportunity to help define the future of financial services platforms.

The opportunity

As part of EY's Wealth and Asset Management Technology practice, you'll help clients transform their operating environments through cloud-based architectures, digital workflows, and agile delivery. Our clients include global asset managers, fund administrators, custodians, and fintech providers seeking to modernize their platforms, data, and product capabilities.

Your work will span product design, system integration, and agile program delivery helping firms digitize investment operations, automate reporting, and expand access to private markets. You'll collaborate across EY teams and client stakeholders to enable scalable solutions that connect front-office innovation to back-office efficiency.

This is a highly collaborative environment where technology consulting meets agile product management, and where curiosity and execution go hand in hand.

Your key responsibilities

• Partner with client leadership and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models.
• Manage agile engineering pods facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps.
• Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution.
• Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems.
• Lead modernization and migration efforts from legacy mainframe or on-premise systems to modern, cloud-based solutions.
• Apply agile and DevOps practices leveraging automation, CI/CD, and data-driven insights to accelerate platform delivery.
• Support solution design and implementation across traditional and alternative investment systems, including: Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.
• Contribute to vendor evaluations, proof-of-concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures.
• Collaborate with EY teams to develop and share insights on emerging trends such as private-markets digitization, hybrid fund structures, and data standardization across the ecosystem.

Skills and attributes for success

• Strong understanding of the wealth and asset management industry including investment products, operational workflows, data models, and reporting processes.
• Familiarity with private-markets systems and data flows across Private Equity, Private Credit, Real Estate, and Infrastructure funds.
• Hands-on experience with agile methodologies (Scrum, Kanban, SAFe) and agile ceremonies such as sprint planning, backlog refinement, and PI coordination.
• Proven ability to manage multiple engineering pods or delivery workstreams while maintaining clarity of scope, risk, and dependencies.
• Experience translating complex business or regulatory requirements into actionable technology deliverables and user stories.
• Technical fluency in at least one or more of the following:
• Programming and scripting: Python, SQL, Java, or mainframe modernization (COBOL, JCL).
• Data and analytics: SQL-based ETL pipelines, Power BI, Tableau, or cloud-native data services (AWS, Azure, GCP).
• Workflow and automation: Unqork, Appian, UiPath, ServiceNow, Airflow, or similar orchestration platforms.
• Understanding of APIs, microservices, data governance, and DevOps practices to support continuous integration and deployment.

To qualify for the role you must have

• A bachelor's degree in computer science, engineering, information systems, finance, or a related field and a minimum of 3 years of related work experience; or a graduate degree and 2 years of related work experience.
• 2 years of experience in technology delivery, software engineering, or product management at a financial services company, preferably within wealth or asset management.
• Ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing.
• Strong analytical, communication, presentation, client service and technical writing skills.
• Ability in researching client inquiries and emerging issues, including regulations, industry practices, and new technologies.
• Willingness and ability to travel, and hold a valid driver's license and passport.

Ideally, you'll also have

• Experience with front-to-back investment management platforms such as Aladdin, Charles River, SimCorp, or Eagle.
• Familiarity with alternative investment systems such as eFront, Investran, Geneva, DealCloud, LemonEdge, 73 Strings, or Yardi.
• Experience with data and API integration between fund accounting, investor servicing, and CRM systems.
• Certifications in Agile or Cloud (e.g., Certified Scrum Master, SAFe Agilist, AWS Cloud Practitioner, or Azure Fundamentals).
• Prior experience in consulting or managing large-scale transformation programs across technology, operations, or data.

What we look for

We're looking for curious, motivated technology professionals who thrive at the intersection of financial services and digital transformation. You'll bring together business acumen, technical fluency, and agile delivery skills to help leading asset and wealth managers modernize their platforms and create new client experiences.

If you're ready to lead change across one of the most dynamic areas of financial services and help clients harness technology to enable growth in both traditional and private markets we'd love to have you on the team.

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,500 to $187,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,900 to $213,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

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.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates