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EY

Financial Services Technology Consulting Manager – Private Markets, Wealth & Asset Management

EY

. Lead product analysis and business analysis workstreams from discovery through implementation .

Posted 10/14/2026full-timeUnited StatesMid-LevelSenior💰 $142,600 - $285,300 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong product management and business analysis capabilities, with expertise in leading cross-functional teams, managing client stakeholders, and delivering strategic product roadmaps in the financial services sector. Proficient in data analysis, business process design, and agile methodologies to drive successful project outcomes.

Highest-signal resume keywords
Product ManagementBusiness AnalysisData Analysis Using SQLAgile Delivery MethodsBusiness Process Design

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Product VisionRoadmap DevelopmentBacklog ManagementData ModelingSource-to-Target MappingFunctional RequirementsUser StoriesAcceptance CriteriaAnalytical SkillsTechnical Writing
Soft Skills
LeadershipFacilitationExecutive CommunicationNegotiationClient Relationship Management
Tools & Technologies
SQLExcelAnalytics Tools
Industry Keywords
Private MarketsAlternative InvestmentsFinancial ServicesAsset ManagementOperating Models

Tech Stack

Tools & technologies
SQL

About the role

Key responsibilities & impact
  • Lead product analysis and business analysis workstreams from discovery through implementation
  • Manage scope, deliverables, risks, dependencies and stakeholder expectations
  • Define business outcomes, product vision, target capabilities, roadmap priorities and success criteria with senior client stakeholders
  • Lead executive interviews, design workshops and decision-making sessions
  • Oversee current-state assessments and target-state design across private markets functions
  • Translate strategic and operational needs into product roadmaps, epics, features, business capabilities, functional requirements, user stories and acceptance criteria
  • Own backlog quality and prioritization with product owners
  • Lead business process design, future-state workflows, operating controls, roles and handoffs
  • Lead conceptual and logical data modeling activities
  • Oversee source-to-target mapping specifications, transformation rules, validation logic, reconciliations and data quality controls
  • Collaborate with architecture, design, engineering and data leads on solution alignment
  • Lead testing strategy, user acceptance testing, defect triage, readiness planning and stakeholder sign-off
  • Direct and review Senior Consultants and Consultants, providing coaching and quality assurance
  • Communicate progress, risks, decisions and recommendations to client executives and EY program leadership
  • Support business development, proposals, estimates, client presentations and reusable EY assets

Requirements

What you’ll need
  • Bachelor's degree in business, finance, economics, information systems, computer science, engineering or a related field and approximately 6 to 8 years of relevant work experience; or a graduate degree and approximately 5 to 7 years of relevant work experience
  • Experience in product management, product analysis, business analysis, business systems analysis or technology consulting within financial services, asset management or alternative investments
  • Experience leading teams or workstreams through discovery, requirements, design, development, testing, implementation and adoption
  • Experience managing client stakeholders, facilitating senior-level decisions and presenting recommendations
  • Strong analytical, communication, presentation, client service and technical writing skills
  • Willingness and ability to travel based on client needs
  • Valid driver's license and passport
  • Strong knowledge of private markets and alternative investment products, operating models, processes, platforms, data and reporting requirements
  • Strong product management skills, including product vision, capability definition, roadmap development, prioritization, backlog management and value measurement
  • Experience managing cross-functional delivery across business, product, design, architecture, data and engineering teams
  • Strong understanding of agile delivery methods
  • Strong data analysis capabilities using SQL, Excel or analytics tools
  • Experience leading data modeling and source-to-target mapping activities
  • Advanced business process design skills
  • Leadership, facilitation, executive communication, negotiation and client relationship skills
  • Ability to manage multiple priorities, coach team members and maintain quality in a consulting environment

Benefits

Comp & perks
  • Medical and dental coverage
  • Pension and 401(k) plans
  • Flexible vacation policy
  • EY Paid Holidays
  • Winter/Summer breaks
  • Personal/Family Care time off
  • Other leaves of absence
  • Professional growth opportunities
  • Inclusive culture
  • Comprehensive compensation and benefits package
  • Performance-based rewards