Senior Technology Consultant, Financial Services – Wealth Management

. Support Wealth Management Platform U.S.

Posted 10/15/2026full-timeUnited StatesSenior💰 $102,500 - $204,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Wealth Management platform transformation and localization, with strong skills in Agile methodologies, business analysis, and stakeholder collaboration. Proficient in gathering business requirements and translating them into functional specifications while supporting implementation and enhancement initiatives.

Highest-signal resume keywords

Wealth Management Platform TransformationAgile Delivery MethodologiesBusiness AnalysisClient Service SkillsCharles River Platforms Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Business Requirements GatheringUser Stories DocumentationAcceptance Criteria DevelopmentBacklog ManagementSprint PlanningSystem TestingDefect ManagementUser Acceptance TestingData AnalysisProcess Flows

Soft Skills

Strong Communication SkillsPresentation SkillsTechnical Writing SkillsCollaboration SkillsClient Service Skills

Tools & Technologies

Charles River Everywhere (CRE)Charles River Anywhere (CRA)FNZ Wealth Platform

Industry Keywords

Wealth ManagementPrivate BankingBroker-DealerRegistered Investment AdvisorFinancial Services ConsultingU.S. Wealth Management CapabilitiesRegulatory ReportingPerformance Reporting

About the role

Key responsibilities & impact

Support Wealth Management Platform U.S. localization using an Agile delivery approach
Gather and document business requirements, user stories and acceptance criteria with business subject matter experts
Facilitate requirements and design workshops with business and technology stakeholders
Support backlog management, sprint planning, testing and business validation
Collaborate with clients to enhance the platform roadmap
Translate business requirements into functional specifications and platform capabilities
Support data analysis, system testing, defect management and user acceptance testing
Partner with third-party technology vendors and implementation teams
Collaborate across business, operations, product and technology teams on wealth platform transformation initiatives
Contribute to project deliverables, status reporting, issue tracking and implementation support
Support implementation and enhancement of Wealth Management platforms for advisor, client and operational experiences

Requirements

What you’ll need

A bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experience
Degree in business, finance, economics, information systems, computer science, engineering or a related field
Approximately 2-3 years of experience working at a financial services company or comparable advisor experience
Experience within Wealth Management, Private Banking, Trust, Broker-Dealer, Registered Investment Advisor or Financial Services Consulting environments
Experience supporting Wealth Management platform transformation, localization, implementation or enhancement initiatives
Experience gathering and documenting business requirements, user stories, process flows and acceptance criteria
Knowledge of Agile delivery methodologies, including backlog management, sprint planning, testing and business validation
Ability to partner with technology advisors through requirements definition, design, development, implementation, conversion and testing
Strong communication, presentation, client service and technical writing skills
Ability to research client inquiries and emerging issues, including regulations, industry practices and new technologies
Ability to collaborate with business stakeholders, technology teams, third-party vendors and implementation partners
Willingness and ability to travel
Passport and valid driver's license required
Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) platforms preferred
Experience with the FNZ Wealth Platform preferred
Strong Agile delivery, product management and business analysis skills
Knowledge of U.S. Wealth Management capabilities and processes, including trading, custody, regulatory reporting and performance reporting

Benefits

Comp & perks

Medical and dental coverage
Pension plan
401(k) plan
Flexible vacation policy
EY Paid Holidays
Winter/Summer breaks
Personal/Family Care leave
Other leaves of absence
Professional growth opportunities
Inclusive culture
Reasonable accommodation for qualified individuals with disabilities