Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.
Prepare stories on complex transformation programs (scope, resistance, outcomes), wealth or FS context, and how you partner with technology and risk. Be ready for case-style questions on prioritization and benefits tracking.
Strong fit if you lead multi-stakeholder change in wealth or adjacent FS, can manage delivery without owning the full P&L, and want Big Four client work in Charlotte rather than remote.
As Business Transformation Manager for WAM (Wealth Management) at EY in Charlotte, expect client-facing program leadership: framing operating-model and tech change for wealth firms, aligning stakeholders, tracking benefits, and coordinating delivery teams. Days mix workshops, status and risk reviews, and briefings for partners and client sponsors.
Prioritize wealth-management product and ops literacy, change/program management, stakeholder facilitation, and comfort with data/process redesign. No certification list was supplied for this posting.
No—the listing is not remote; expect Charlotte-based work.
Wealth Asset Management / wealth management—transformation for wealth clients and related EY service lines.
A Big Four professional services network; see Wikipedia.
Website: ey.com
EY, previously known as Ernst & Young, is a multinational professional services network based in London, England. Along with Deloitte, KPMG and PwC, it is one of the Big Four professional services firms. The EY network is composed of member firms of Ernst & Young Global Limited, a UK company limited by guarantee.
Public cache only — not an employee review.
BUSINESS TRANSFORMATION MANAGER - WAM, WEALTH MANAGEMENTEYCHARLOTTE, 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. Applying for This Role To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Please ensure all required fields are filled out accurately to increase your chances of being considered.
Generated for personal interview prep · 2026-07-24 UTC · getajob.ai