Hybrid Solutions Consultant – Wealth Management

at EY

• Job title: Solutions Consultant – Wealth Management
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: Python
• Location requirements: Hybrid, Katowice, Poland

About the role

• Solutions Consultant driving successful onboarding of clients to EY's Wealth Management Platform. Collaborating with finance and technology teams to deliver exceptional client experiences.

Responsibilities

• Drive the successful onboarding of new clients onto the Wealth Management Platform, ensuring a seamless transition and exceptional client experience.
• Assess, manage, and ensure the success of add-on projects, delivering outstanding results that exceed client expectations.
• Apply your industry expertise to effectively transition clients and their data onto the platform, ensuring accuracy and efficiency.
• Set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• Skillfully prioritize and manage multiple projects simultaneously, ensuring timely and successful completion of each.
• Continuously evaluate and enhance our processes and tools, driving improvements that support our expanding client base.
• Develop and maintain deep expertise in all aspects of the Wealth Management Platform, becoming a trusted advisor to clients and internal teams.

Requirements

• A solid background in financial services or consulting is required, with at least 4+ years of professional experience showcasing a proven track record of success in client-facing roles.
• Experience in investment management or enterprise software deployments is essential, demonstrating a history of delivering superior client experiences in relevant fields.
• The ability to learn and adapt is crucial, with an openness to acquiring new knowledge and skills and a proactive approach to adapting to changing environments and technologies.
• Proficiency in programming or scripting, particularly in Python, is necessary to support and enhance platform functionalities.
• Strong organizational skills are required to set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• A willingness to travel is important, as flexibility to travel as needed will help meet client requirements and support project initiatives, enhancing client relationships and project success.
• A genuine passion for technology and finance is essential, driving continuous learning and improvement in both areas.
• The ability to adapt in a dynamic environment is necessary, demonstrating resilience and flexibility in the face of challenges.

Benefits

• Health insurance
• Flexible work arrangements
• Professional development
• Diverse and inclusive culture