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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services consulting, focusing on business process improvement, operating model documentation, and client relationship management. Proficient in applying industry knowledge and technical acumen to enhance client operations and deliver high-quality services.
Highest-signal resume keywords
Financial Services ConsultingBusiness Process ImprovementOperating Model DocumentationClient Relationship ManagementData Analytics and AI Applications
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Process AssessmentOperating Model DocumentationFinancial Services Product KnowledgeM&A Due DiligencePost-Merger IntegrationReinsurance InitiativesLegacy Platform ModernizationInsurance Regulatory KnowledgeUnderwriting RequirementsSales-Enablement Familiarity
Soft Skills
Strong Oral CommunicationWritten Communication SkillsExecutive Presentation SkillsRelationship BuildingRisk Management
Tools & Technologies
Core Technology PlatformsData Analytics ToolsAI Applications
Industry Keywords
Financial ServicesLife InsuranceAnnuity ProductsGroup BenefitsRetirement ServicesInsurance Distribution
About the role
Key responsibilities & impact- Deliver high-quality client services across a variety of engagements
- Redesign and modernize core functions such as sales, underwriting, new business, policy administration, and claims
- Document current- and future-state operating models and business processes
- Communicate complex issues clearly and build relationships with client personnel
- Monitor progress, manage risk, and keep stakeholders informed on engagement progress and expected outcomes
- Apply industry trends, domain knowledge, and technical acumen to solve client problems
- Present key findings to client and EY leadership
- Build team assets and points of view, including thought leadership, frameworks, benchmarks, and accelerators
- Apply professional standards and firm policies
- Contribute to proposals and business development, including client materials, pricing inputs, and follow-on scoping
- Help financial services clients transform life/annuity, group benefits, and retirement services businesses
Requirements
What you’ll need- Bachelors degree in Computer Science, Management Information Systems, Engineering, Business, Economics, or related disciplines
- Minimum of 3 years of consulting and/or industry experience in financial services
- Strong oral and written communication skills including executive presentation skills
- Experience assessing and improving business processes, systems, and associated technologies
- Understanding of financial services products and the operations processing lifecycle
- Experience documenting operating models and business processes
- Travel to client sites, as necessary
- Understanding / experience with life, annuity, or group product lines
- Familiarity with the insurance distribution and sales-enablement landscape
- Familiarity with core technology platforms and modernization of legacy platforms
- Working knowledge of data, analytics, and AI applications across the insurance value chain
- Knowledge of insurance regulatory and underwriting/suitability requirements and their operational implications
- Experience with M&A due diligence, post-merger integration, or reinsurance and capital-efficiency initiatives
Benefits
Comp & perks- Medical and dental coverage
- Pension and 401(k) plans
- A wide range of paid time off options
- Professional growth
- Inclusive culture