Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets jobs in United States
cer-icon
Apply on Employer Site
company-logo

EY · 3 weeks ago

Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets

EY is a global leader in serving the financial services marketplace, dedicated to transforming the industry through technology consulting. In this role, you will lead client and engineering teams to design and implement scalable technology solutions for wealth and asset management, focusing on cloud-based architectures and agile delivery.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Lead client and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models
Manage agile engineering pods — facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps
Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution
Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems
Lead modernization and migration efforts from legacy mainframe or on-premise systems to modern, cloud-based solutions
Apply agile and DevOps practices — leveraging automation, CI/CD, and data-driven insights to accelerate platform delivery
Support solution design and implementation across traditional and alternative investment systems, including: Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools
Contribute to vendor evaluations, proof-of-concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures
Collaborate with EY teams to develop and share insights on emerging trends such as private-markets digitization, hybrid fund structures, and data standardization across the ecosystem

Qualification

WealthAsset ManagementAgile MethodologiesCloud-based SolutionsData IntegrationProgramming LanguagesData AnalyticsAPIsMicroservicesClient Service SkillsTechnical WritingCommunication SkillsPresentation Skills

Required

A bachelor's degree in computer science, engineering, information systems, finance, or a related field and a minimum of 5 years of related work experience; or a graduate degree and 4 years of related work experience
A minimum of 4 years of experience in technology delivery, software engineering, or product management at a financial services company, preferably within wealth or as an alternative fund manager
Experience leading a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
Strong analytical, communication, presentation, client service and technical writing skills
Experience in researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
Willingness and ability to travel, and hold a valid driver's license and passport

Preferred

Experience with front-to-back investment management platforms such as Aladdin, Charles River, SimCorp, or Eagle
Familiarity with alternative investment systems such as eFront, Investran, Geneva, DealCloud, LemonEdge, 73 Strings, or Yardi
Experience with data and API integration between fund accounting, investor servicing, and CRM systems
Certifications in Agile or Cloud (e.g., Certified Scrum Master, SAFe Agilist, AWS Cloud Practitioner, or Azure Fundamentals)
Prior experience in consulting or managing large-scale transformation programs across technology, operations, or data

Benefits

Medical and dental coverage
Pension and 401(k) plans
A wide range of paid time off options
Flexible vacation policy
Designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10242)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Jonathan Williamson
Chief Operating Officer
linkedin
leader-logo
Abhishek Sen
Partner
linkedin
Company data provided by crunchbase