Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
Scoutfield Logo

See all jobs on Scoutfield

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
EY

Wealth Management Manager

EY

. Lead product management and business analysis workstreams supporting Wealth Platform Management U.S.

Posted 10/15/2026full-timeUnited StatesMid-LevelSenior💰 $142,600 - $261,500 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates extensive experience in Wealth Management and Agile delivery, with a strong focus on leading platform transformation initiatives and managing stakeholder relationships. Proficient in defining capabilities, features, and user stories to drive successful implementation outcomes.

Highest-signal resume keywords
Wealth Management ExperienceAgile Delivery ExpertiseStakeholder Management SkillsPlatform Transformation LeadershipBusiness Analysis Proficiency

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
Requirements ManagementBacklog GovernanceSprint PlanningFeature PrioritizationProduct Roadmap DevelopmentCapability DefinitionUser Story DevelopmentAcceptance Criteria DefinitionWealth Platform ImplementationFinancial Services Technology Consulting
Soft Skills
Strong Communication SkillsClient-Facing SkillsPresentation SkillsWorkshop FacilitationCross-Functional Leadership
Tools & Technologies
Charles River Everywhere (CRE)Charles River Anywhere (CRA)FNZ Wealth PlatformEnvestnetOrionAddeparTamaracPershingFidelity WealthscapeWealth Management Platforms
Industry Keywords
Wealth ManagementPrivate BankingTrust ServicesAdvisory ServicesBroker-Dealer OperationsRegulatory ReportingClient OnboardingTrading and CustodyPerformance ReportingWealth Advisory Operations

About the role

Key responsibilities & impact
  • Lead product management and business analysis workstreams supporting Wealth Platform Management U.S. localization initiatives using Agile delivery methodologies
  • Drive capability definition, feature prioritization, and product roadmap development aligned to business and client objectives
  • Lead requirements management, backlog governance, sprint planning, execution, and Agile delivery across multiple workstreams
  • Manage stakeholder relationships across business, technology, operations, and client teams
  • Lead release planning, program governance, and overall delivery execution to ensure successful implementation outcomes
  • Lead complex platform transformation initiatives supporting U.S. Wealth Management organizations
  • Design, implement, and optimize next-generation wealth management solutions
  • Partner with senior stakeholders to develop strategic roadmaps, manage implementation programs, and drive platform adoption
  • Support initiatives spanning advisor platforms, client onboarding, trading and custody operations, regulatory reporting, performance reporting, and digital wealth capabilities

Requirements

What you’ll need
  • 5+ years of experience in Wealth Management, Private Banking, Trust, Advisory Services, Broker-Dealer Operations, or Financial Services Technology Consulting
  • Experience leading Wealth platform transformation, localization, or modernization initiatives
  • Strong Agile delivery experience including backlog management, sprint execution, release planning, and requirements governance
  • Experience working with Wealth Management platforms such as FNZ, Charles River, Envestnet, Orion, Addepar, Tamarac, Pershing, Fidelity Wealthscape, or similar solutions
  • Proven ability to translate business objectives into capabilities, features, user stories, and delivery outcomes
  • Strong communication, client-facing, presentation, and stakeholder management skills
  • Experience managing teams and leading complex technology-enabled transformation programs
  • Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) preferred
  • Experience with the FNZ Wealth Platform, including implementation, enhancement, or product management activities
  • Strong Wealth Management, Trust, and Wealth Platform domain expertise
  • Demonstrated experience in Agile delivery, product management, and business analysis within financial services environments
  • Experience defining capabilities, features, business requirements, user stories, and acceptance criteria
  • Experience collaborating with third-party technology vendors, platform providers, and implementation partners
  • Knowledge of U.S. Wealth Management processes and capabilities, including Trading and Custody, Performance Reporting, Regulatory Reporting, Client Onboarding and Servicing, Wealth Advisory Operations, and Trust and Fiduciary Services
  • Strong stakeholder management, workshop facilitation, and cross-functional leadership skills

Benefits

Comp & perks
  • Medical and dental coverage
  • Pension and 401(k) plans
  • Flexible vacation policy
  • EY Paid Holidays
  • Winter/Summer breaks
  • Personal/Family Care leave
  • Other leaves of absence
  • Professional growth opportunities
  • Inclusive culture
  • Compensation based on performance and value brought to the business