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Business Transformation Manager – WAM, Wealth Management

  • Company: EY
  • Location: Charlotte, North Carolina
  • Salary: Pay not listed
  • Full Time
  • Company site
  • Pay not listed

EY at a glance

ey.com
  • Founded 1989
  • Employees 300000

SEC filings mentioning "EY": 9,506search EDGAR

57 employees covered under a retirement plan (2024 filing) — via DOL Form 5500 / EFAST2

EY (formerly Ernst & Young) is a London-based Big Four professional services network of member firms under Ernst & Young Global Limited. DATA lists about 300,000 employees and a 1989 founding mark for the modern network.

39,253 Wikipedia views in June 2026 — a rough gauge of public visibility.

Source: Wikipedia · LinkedIn · X

BUSINESS TRANSFORMATION MANAGER - WAM, WEALTH MANAGEMENT
EY
CHARLOTTE, MECKLENBURG COUNTY

Position Summary

We are seeking a Business Transformation Manager to join our EY team in Charlotte. As a key member of the Wealth Management (WAM) division, you will drive strategic initiatives and lead transformation projects that enhance operational efficiency and client satisfaction. This role requires strong leadership skills, excellent communication abilities, and a proven track record in delivering complex business transformations.

Core Duties

  • Lead the development and execution of comprehensive business transformation strategies for WAM clients.
  • Collaborate with cross-functional teams to identify areas for improvement and implement solutions that drive operational excellence.
  • Develop and manage project plans, ensuring timely delivery and alignment with organizational goals.
  • Provide guidance and support to team members on best practices in business transformation methodologies.

Requirements

  • Minimum of 8 years of experience in business transformation or related field.
  • Proven track record of leading large-scale transformation projects with a focus on financial services.
  • Strong leadership and interpersonal skills to effectively manage cross-functional teams.
  • Demonstrated ability to analyze complex data and develop actionable insights for strategic decision-making.
  • Certifications in business analysis, project management, or related fields are preferred.

About EY

EY is a global leader in serving the financial services marketplace. We offer a diverse team environment where you can build a fulfilling career and make a real impact. Join us to help shape your future with confidence and take your career wherever you want it to go.

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What people say about EY

Provided Hacker News items are unrelated threads, not EY workplace reviews. Recent headlines include EY commentary on ESG reporting and tax data challenges, plus a Law360 note that ASIC may probe internal complaints handling at KPMG, EY, Deloitte, and PwC—no star ratings or review-site scores in DATA.

Recent news

Aggregated from public discussions and news; opinions are the authors’ own.

Working in Charlotte, North Carolina

Weather right now in Charlotte, North Carolina: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind: · Pollen:

Role is on-site in Charlotte, North Carolina, North Carolina. North Carolina sits in the U.S. Southeast, bordered by Virginia, the Atlantic, South Carolina, Georgia, and Tennessee; it is the ninth-most populous state.

North Carolina is a state in the Southeastern and South Atlantic regions of the United States. It is bordered by Virginia to the north, the Atlantic Ocean to the east, South Carolina to the south, Georgia to the southwest, and Tennessee to the west. The state is the 28th-largest and ninth-most populous of the United States. Along with South Carolina, it makes up the Carolinas region of the East Co

🇺🇸 Relocation safety for US: Exercise Normal Cautionvia Warnely, CC BY 4.0

National unemployment rate in US: 4.2%via World Bank

National job openings rate: 4.6%via BLS JOLTS

Private-sector wage growth (year over year): 3.3%via FRED

National quits rate: 1.9%via FRED (BLS JOLTS)

Weekly initial unemployment claims: 208,000via FRED

GDP per capita in US: $90,027via World Bank

Consumer price inflation in US: 2.9% (annual) — via World Bank

Real GDP growth in US: 2.2% (annual) — via World Bank

Average hours worked per year in US: 1,800via OECD

Unemployment rate in North Carolina: 3.7%via U.S. Bureau of Labor Statistics

Cost of living in North Carolina: 5.7% below the national averagevia BEA

Minimum wage in North Carolina: $7.25/hrvia FRED

Real GDP per capita in North Carolina: $60,939via FRED

Home prices in North Carolina (year over year): +2.4%via FRED

Median household income in Mecklenburg County: $83,765via US Census ACS / Data USA

Average commute time in Mecklenburg County: 25 minvia US Census ACS / Data USA

Most common commute in Mecklenburg County: Drove Alone (59%) — via US Census ACS / Data USA

Households with home internet in Mecklenburg County: 94%via US Census ACS / Data USA

Nearby green space: 12 parks within 1.5km — closest is McColl Park. via OpenStreetMap

Nearest public transit: CTC/Arena (station, 289m). via OpenStreetMap

Nearby history: Independence Building, listed 1978 (44m away) — via National Register of Historic Places

Typical climate: average high 72°F / low 49°F year-round (summers around 88°F, winters around 31°F) — via NOAA 1991-2020 Normals

Walkability: Most walkablevia EPA National Walkability Index

Typical rent nearby: $1,538/mo · $1,686/movia HUD Fair Market Rents

  • Elevation 279m (915 ft)

Source: Wikipedia (state)

Be ready to discuss wealth-management operating models, end-to-end transformation delivery, stakeholder management, and how you measure benefits. Skim current EY themes in DATA (ESG reporting, tax/data quality) and the firm’s Big Four context via Wikipedia.

Watch & learn

Video via YouTube.

Strong fit if you have consulting or in-house change experience in wealth/asset management and can lead complex programs on-site in Charlotte for a global professional services firm.

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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Listing facts

  • Role Business Transformation Manager – WAM, Wealth Management
  • Employer EY
  • Location Charlotte, North Carolina
  • Type Full Time
  • Pay (from listing) Pay not listed
  • Posted July 21, 2026
  • Apply by August 21, 2026
  • Country United States
  • Overview Full job description on this page (280 words)

Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.

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Employer website

ey.com

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Business Transformation Manager – WAM, Wealth Ma… EY · Charlotte, North Carolina