EY · 5 hours ago
Financial Services Technology Consulting - Wealth and Asset Management - Senior - Private Markets
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$102K/yr - $213K/yr
3+ years expEY is a global leader in serving the financial services marketplace, and they are seeking a Senior Consultant in their Wealth and Asset Management Technology practice. The role involves transforming clients' operating environments through cloud-based architectures and agile delivery, while collaborating with various teams to implement scalable technology solutions.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
Responsibilities
Partner with client leadership 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
Required
A bachelor's degree in computer science, engineering, information systems, finance, or a related field and a minimum of 3 years of related work experience; or a graduate degree and 2 years of related work experience
2 years of experience in technology delivery, software engineering, or product management at a financial services company, preferably within wealth or asset management
Ability to partner with 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
Ability 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
Strong understanding of the wealth and asset management industry — including investment products, operational workflows, data models, and reporting processes
Familiarity with private-markets systems and data flows across Private Equity, Private Credit, Real Estate, and Infrastructure funds
Hands-on experience with agile methodologies (Scrum, Kanban, SAFe) and agile ceremonies such as sprint planning, backlog refinement, and PI coordination
Proven ability to manage multiple engineering pods or delivery workstreams while maintaining clarity of scope, risk, and dependencies
Experience translating complex business or regulatory requirements into actionable technology deliverables and user stories
Technical fluency in at least one or more of the following: Programming and scripting: Python, SQL, Java, or mainframe modernization (COBOL, JCL)
Data and analytics: SQL-based ETL pipelines, Power BI, Tableau, or cloud-native data services (AWS, Azure, GCP)
Workflow and automation: Unqork, Appian, UiPath, ServiceNow, Airflow, or similar orchestration platforms
Understanding of APIs, microservices, data governance, and DevOps practices to support continuous integration and deployment
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
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.
10001+ employees
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 StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
2025-12-24
2025-12-15
2025-12-15
Company data provided by crunchbase