Service Delivery Center ? Wealth Management Operations Senior Analyst

Ernst & Young - Woodbridge Township, NJ

Full-time - Mid Level

Woodbridge Township, NJ

Professional, Scientific, and Technical Services

About the position

The Service Delivery Center - Wealth Management Operations Senior Analyst at EY is a pivotal role focused on enhancing the operational efficiency of wealth management services for financial institutions. This position involves supporting various operational tasks related to client onboarding, account management, and performance management, while ensuring compliance with client policies and regulatory standards. The role emphasizes collaboration, attention to detail, and the ability to drive process improvements within a dynamic team environment.

Responsibilities

• Perform operational tasks and review work of team members to ensure compliance with client policies and procedures.
• Drive high-quality work products within expected timeframes and budget.
• Monitor progress, manage risks, and keep key stakeholders informed about project outcomes.
• Review and assess negative trends in status reports and collaborate with leadership to develop solutions.
• Ensure accuracy and completeness of work, escalating issues to leadership when necessary.

Requirements

• Minimum of 3 years of work experience related to operational management in the financial services industry; 2 years in wealth management operations preferred.
• A degree in business or a related discipline.
• Strong analytical skills, particularly in understanding money laundering trends and financial crimes.
• Proven communication skills, with effective writing and presentation abilities for clients and stakeholders.
• Effective teamwork, project management, and organizational skills.
• Understanding of financial products and services related to broker/dealers, private banks, asset management, and securities.

Nice-to-haves

• Experience in wealth management operations, including processing and transaction-related activities.

Benefits

• Inclusive culture and support for career development.
• Opportunities for continuous learning and improvement.