Job Description

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 opportunity
Our 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 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
Diversity and Inclusion at EY
Diversity and inclusiveness are at the heart of who we are and how we work. We're committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Metis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Skills Required