Advisory Senior Consultant-employment career USA

Title: Financial Service Office: Advisory Senior Consultant, Performance Improvement Wealth Management
Location: MO-St. Louis
Deadline: 20/08/2013
We currently are seeking a highly motivated Senior to support client engagement teams, work with a wide variety of clients to deliver professional services, and lead business development activities on strategic and global priority accounts.

Ernst & Young’s Financial Services Office (FSO) is a uniquely industry-focused business unit that provides a broad range of integrated services to financial institutions and other capital markets participants, including retail and mortgage banking, commercial banks, investment banks, broker-dealers, asset managers (traditional and alternative), insurance and energy trading companies, and other organizations.

Our Performance Improvement practice within the FSO helps clients better align their organizations’ operating infrastructures with their strategies. We have a broad range of capabilities to assist clients with operational improvement, profitability management, finance function activities, and business integration. Our professionals focus on the assessment and redesign of business, risk, and control processes and the refinement of operating models. The goal is to support our clients’ efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. Our experience is also important to the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, and vendor selection decisions.

FSO’s Wealth Management Practice provides integrated advisory services to firms dedicated the Wealth Management business (retail brokers, private bankers, wealth managers, retirement specialist and trust organizations) in the banking, capital markets, asset management and insurance industry segments.

The service offerings provided by the Wealth Management practice include:
* Operating model design and execution
* Integration services for merger and acquisitions
* Investment products design, development and launch
* Financial planning and advice platform build-outs (business, operations and technology)
* Risk advisory; market, credit and operational
* Regulatory and compliance services including advisory services around suitability and fiduciary responsibilities
* Retirement and trust services including advisor support and product allocation tools
* Technology strategy and enablement
* Information management services and security (process and controls)
* Front and back office platform assessment, selection and implementation
* Program management and project lifecycle advisory services
Ernst & Young FSO Advisory Services is a fast-moving, high-growth area with huge potential. It offers variety, challenge, responsibility and the opportunity to realize your leadership potential. Being a member of our FSO Advisory team means you will specialize in a particular competency within Risk, Performance Improvement, or Information Technology Advisory Services (ITAS).

The opportunity is now! If you are interested in being part of a dynamic team, serving clients and reaching your full potential, Ernst & Young Advisory Services is for you!

Responsibilities:
Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client’s business.

Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to assimilate to new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge.
* Advise clients on a variety of business issues that help identify, assess, manage, measure and transform the organization’s performance and capabilities. Use industry experience, business process skills, organizational and technology capabilities and knowledge across several of the following focus areas:
* Wealth management, retail brokerage, private banking, private asset management and retirement/trust operating models
* Financial advisory team models; individual brokers, asset/money managers; registered investment advisors, financial planners, tax specialists, transaction support specialists, etc.
* Financial Advisor Workstations and other front-office tools
* Financial planning and financial advices models, methodologies and platforms
* Investment products; securities, fixed income, UITs, managed accounts (SMAs, UMAs,) mutual funds, etc.
* Client segmentation strategy and implementation including customer relationship management tools and technologies
* Retirement planning platforms, models and methodologies
* Service delivery models and operational efficiency; business process design, development and implementation
* Online portals; account aggregation, portfolio analytics, overlay management, etc.
* Trade order management and back office clearing and settlement
* Consolidated client reporting

To qualify, candidates must have:
* a bachelor’s degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
* a degree in finance, accounting, or a related business discipline; master’s or MBA degree preferred
* a minimum of 1 years of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company
* experience working in a wealth management firm, private bank, investment management firm, capital markets firm, or as a consultant in one of these companies
* demonstrated ability to manage and supervise a team through all phases of the initiative life cycle
* strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the Wealth Management area
* ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
* a willingness to travel to meet client needs
* a valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally

Wealth experience including:
* Investment products (all asset classes)
* Product development
* Advisory model and advisor support
* Financial planning and advice
* Retirement planning/trust services
* Development of multi-phase roadmaps and/or operating models
* Regulatory, compliance and risk management

Project lifecycle experience with:
* Business Requirements
* Business and technology architecture design
* Business and IT process reengineering
* Program/project management and implementation planning (PMO)
* System selection and implementation support
* Data mapping and conversion
* Proof of concept
* Quality assurance and testing

Previous project experiences in:
* Implementing front office wealth management advisory platforms
* Implementing financial and retirement planning platforms
* Implementing operational risk technology in a wealth management environment
* Evaluating and selecting a broad spectrum of wealth management point solutions across multiple client segments
* Architecting complex and comprehensive wealth management platforms with multiple software solutions
* Requirements and implementation in performance measurement client data, and client reporting

Application/package experience in any of the following:
* Financial Advisor Workstations (i.e., Thomson, SunGard, Odyssey, etc)
* Performance Measurement (i.e., Eagle, DST, Investment Scorecard, Informa)
* Back Office systems (i.e., Beta Thompson, Broadridge/ADP, National Financial and Sungard)

Click here to Apply Online