3,929 Financial Technology jobs in the United States

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
You will help our clients evaluate and enhance their business. You will be part of our account centric growth strategy focusing on issue-based and competency-driven client needs. That's what differentiates EY in the consulting marketplace.
**Your key responsibilities**
Everything you will be involved in comes down to providing excellent customer service and helping ensure your teams do the same. Whether it is; managing multiple client teams, leading IT internal audit engagements, external audit integration, or SOC reporting as well as assisting with business development activities across financial services' sectors, you will build strong relations ships and become a trusted advisor to your clients.
**Skills and attributes for success**
+ Providing guidance and knowledge, participating in performing procedures focusing on complex, judgmental, and/or specialized issues
+ Working with the team/client to create plans for accomplishing engagement objectives. Making sure the strategy complies with professional standards and addresses the inherent risks
+ Briefing the team on the client's IT environment and industry IT trends
+ Maintaining relationships with client management, managing expectations around work products, timing, and deliverables billing
+ Demonstrating a thorough understanding of complex information systems and the client's business/industry
+ Demonstrating excellent project management skills, inspiring teamwork and responsibility with team members. Using current technology/tools to enhance the effectiveness of deliverables and services
**To qualify for the role you must have**
+ A bachelor's degree and at least 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
+ A degree in business, accounting, finance, computer science, information systems or a related discipline
+ Approximately 5 years of experience working as an IT auditor or IT risk advisor for a public accounting firm, professional services firm or financial services company, or comparable experience as an advisor to a financial services company
+ Solid experience leading IT internal audit, external audit, service organization control reporting and/or IT internal controls engagements and assisting with business development activities within financial services
+ Experience with internal audit risk assessments, SOX/internal controls, Service Organization Control (SOC) reporting, tools and enablers in the financial services sector
+ Strong project management skills
+ Advanced written and verbal communication skills and presentation skills
+ Excellent leadership, teamwork and client service skills.
+ Willingness to travel to meet client obligations
**Ideally, you'll also have**
+ CA, CGEIT, CIA, CISA, CISM, CISSP, CMA, CPA and CRISCcertification is desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization or industry focus, we recognize that other certifications, credentials or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY's Americas IT Risk & Assurance leadership
**What we look for**
We're interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about auditing and ready to take on some of our clients' most complex issues, this role is for you.
**What we offer**
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $87,800 to $60,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 105,400 to 182,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
+ **Continuous learning:** You'll develop the mindset and skills to navigate whatever comes next.
+ **Success as defined by you:** We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
+ **Transformative leadership:** We'll give you the insights, coaching and confidence to be the leader the world needs.
+ **Diverse and inclusive culture:** You'll be embraced for who you are and empowered to use your voice to help others find theirs.
**If you can demonstrate that you meet the criteria above, please contact us as soon as possible.**
**The exceptional EY experience. It's yours to build.**
**EY | Building a better working world**
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at

Job Title:
Customer Service Representative (Financial Technology) On-Site
Job Description
The Financial Customer Service Representative interfaces with customers via inbound/outbound calls and/or via email communication. This position provides customer service support and resolution of routine problems and questions regarding client products and/or services. (Military veterans are encouraged to apply!)
**A NEW CAREER POWERED BY YOU**
Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns " **World's Best Workplaces** ," " **Happiest Employees** ," and " **Best Companies for Career Growth** " awards every year? Then a Customer Service Representative position at Concentrix is just the right place for you!
As a Customer Service Representative, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are.
**CAREER GROWTH AND PERSONAL DEVELOPMENT**
This is a great opportunity to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.
**WHAT YOU WILL DO IN THIS ROLE**
As a Customer Service Representative at Concentrix, you will:
+ Provide inbound customer support.
+ Help customers resolve technical issues.
+ Check to ensure that appropriate changes are made to resolve customers' problems and document all changes made to accounts.
+ Resolve customers' service issues by performing activities such as registering and unrestricting cards, linking accounts, transferring funds, etc.
+ Help solve customer issues by properly escalating to designated departments for further investigation.
+ Deliver expert customer experiences.with a smile.
**YOUR QUALIFICATIONS**
Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Customer Service Representative role include:
+ High School diploma required; bachelor's degree preferred
+ Financial services a plus!
+ Minimum 2+ Years of work experience
+ Proficiency in fast-paced multi-tasking
+ Eagerness to learn new technologies
+ Personal qualities/skills important to the role (tech, service, et)
+ Must reside in the United States or have a valid U.S. address for residence
**WHAT'S IN IT FOR YOU**
One of our Concentrix Culture Statements says, "We are fanatical about our staff." That's why we significantly invest in our people, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. In this role, you'll also be provided with:
The base salary range for this position is $17-$18 per hour, plus incentives that align with individual and company performance.
+ Paid training and performance-based incentives
+ Company networking and leadership opportunities with organized groups in the following topics: Professional Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), and Health and Wellness
+ 401K with company match; paid PTO and holidays; medical, dental, and vision insurance; and a comprehensive Employee Assistance Program (EAP)
+ Health and wellness programs with trained partners to help promote a healthy you
+ Mentorship programs that support your rewarding career journey
+ A modern, state-of-the-art office setting with advanced technologies and a great team
+ Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
+ Celebrations for Concentrix Day, Team Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more
+ A range of other perks and benefit.
**REIMAGINE THE BEST VERSION OF YOU!**
If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice."
Location:
USA, Tampa, FL
Language Requirements:
Time Type:
Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature.
**If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents ( to Work:**
In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.
**Where Job May be Performed:**
Currently, this position may be performed only in the states listed here ( .
Concentrix is an Equal Opportunity/Affirmative Action Employer including Disabled/Vets.
For more information regarding your EEO rights as an applicant, please visit the following websites:
-English ( ( request a reasonable accommodation please click here ( .
If you wish to review the Affirmative Action Plan, please click here ( .

Position Title: Compliance Officer- Fintech Services

Locations: Rockford_IL

Time Type: Full time

Req ID: JR1016-Rockford_IL

At Midland, were proud to be a little different. You can see it in our bright orange signs-but theres more to it than that. With our heartfelt and personalized approach, were focused on meeting every customers needs with the brightest solutions.

For more than 140 years, weve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.

We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.

Our humble ambition keeps us growing, giving back, and looking ahead. Were innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.

You might say were unlike any other bank.

And youd be right.

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.

Salary Range: $100,000-$145,000

Position Summary

This role will be responsible for leading and overseeing the compliance efforts of third-party programs, including Banking-as-a-Service (BaaS, or Fintech relationships), throughout the life cycle of the programs. The Compliance Officer-BaaS will report to the Fintech Services Manager and will serve as adviser to the Director of Banking as a Service, Chief Compliance Officer and executive management on appropriate measures to be taken to ensure ongoing regulatory compliance as the Company responds to changing market conditions. This is a leadership role that will also provide compliance expertise and guidance on bank-wide projects and initiatives, ensuring adherence to laws, regulations, and ethical standards.

Primary Accountabilities

People

• Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment.
• Coaches, develops, and conducts performance management activities with direct and indirect reports.
• Identifies high-potential employees for advanced training and development opportunities.
• Effectively manages poor performers.

Third-Party Compliance Monitoring and Advisory

• Evaluates and monitors third-party vendor performance to ensure compliance with regulatory requirements, contractual obligations, bank, and industry standards.
• Evaluates contracts with vendors, emphasizing compliance aspects and risk management.
• Leads Fintech Partnership Oversight.
• Provides compliance expertise and guidance on bank wide projects to include Fintech oversight and BaaS as well as new product and system offerings.
• Identifies and analyzes risks associated with new and existing Fintech Leads, third-parties, third-party products, product channels and significant changes in existing products are properly evaluated and adequately communicated.
• Ensures that Project Teams, Fintech Leads, and BaaS partners develop and apply policies and procedures with a view to meeting our standards of integrity, as well as federal, state and local legislation and regulations.
• Maintains policy and standards for consumer & commercial compliance across all Fintech partnerships.
• Advisory on Third-Party Compliance, advising on potential risks.
• Serves as the subject matter expert on compliance issues related to third-party relationships.
• Advises senior management on potential risks and mitigation strategies in the realm of third-party relationships.
• Collaborates with other departments to direct compliance issues to appropriate existing channels for investigation and resolution.
• Collaborates with other departments to develop and implement policies and procedures that ensure compliance with federal and state laws and regulations.

Reporting, Analysis and Documentation

• Assists with CRA and Fair Lending data collection and analysis to ensure that third-party CRA and fair lending efforts are aligned with bank-wide goals and expectations.
• Gathers trends and analyzes complaint data and event escalations from third parties, ensuring appropriate corrective actions are taken.
• Prepares internal risk assessments of individual third-party relationships as well as the BaaS program overall.
• Prepares and presents comprehensive reports to keep senior management informed of the operations, progress, and effectiveness of third-parties compliance programs.
• Ensures meticulous documentation of all third-party transactions and compliance measures for audit purposes.
• Builds and maintains strong relationships with key stakeholders and team members within the bank and with third-party bank partners.

Other

• The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
• May require work in a Midland office to ensure collaboration and support of internal and external customers.
• Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
• Other duties as assigned.

Position Qualifications

Education/Experience:

• Bachelors degree in finance, Risk Management, Business Administration or a related field preferred.
• 8+ years of demonstrated experience in banking compliance.

• Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members.
• Proven ability to collaborate effectively and execute tasks within the designated areas of responsibility.
• Comprehensive understanding of federal and state banking regulations.
• Compliance professional certifications required. CRCM (Certified Regulatory Compliance Manager) or equivalent.
• Banking as a Service and Fintech experience is preferred but not required.
• Requires up to 10% travel to various locations and company branches and third-party locations across the country. Required to meet multiple priorities and project due dates.
• Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
• Excellent organizational and time management skills.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.

Competencies:

• Business insight
• Cultivates innovation
• Drives results
• Makes sound decisions
• Being a brand champion
• Collaborates
• Communicates effectively
• Customer focus
• Being Authentic
• Emotional Intelligence
• Self development
• Being flexible and adaptable

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

PI332dc9b3cac

JOB DESCRIPTION

Financial Analyst - Technology

The Financial Analyst - Technology resource will support both the leaders of the Tech Finance DFO function and the broader Chubb Technology organization. This support resource is responsible for assisting in the recording, analysis and overall management of the financial results for the tech team. This includes the generation of business plans, forecasts, and investigating/ rationalizing actual spend using data tools and techniques. There are also various ad hoc projects and improvement initiatives the team undertakes that this role supports.

Key Responsibilities:

• Support the development of the tech Finance strategic plan, annual plan, monthly forecast and reporting actual results.
• Assist in the close of the monthly GAAP financials.
• Prepare and communicate monthly tech financial results, headcount monitoring and forecasting trends with proper insights and transparency.
• Provide support to tech customers and Business community.
• Create effective business partnerships, manage competing priorities, and providing guidance during unexpected events.
• Seek opportunities to improve customer satisfaction through reporting enhancements and effective and timely communication.
• Utilize financial knowledge and business acumen to interpret data, draw conclusions, and make recommendations that drive improvements and deliver results.
• Utilize active listening skills to communicate data (both written and verbal) in a clear, concise, and unambiguous manner, adjusting your style based on audience.
• Collecting and analyzing quantitative data in support of team initiatives.
• Assist with business cases and other financial modeling activities.

*The salary level and salary for this position will be flexible based on the candidate's experience.

QUALIFICATIONS

• 
  ABOUT US

  Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

  At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Join our dynamic team as a Financial Analysis Senior Associate in Technology Finance, where you'll drive key technology initiatives and enhance business performance across Home Lending and Auto in Consumer and Community Banking. Leverage your expertise in financial analysis, budgeting, and forecasting to provide strategic insights and serve as a trusted advisor, ensuring alignment with our ever-evolving business goals.
As a Financial Analysis Senior Associate in Technology Finance, you will collaborate across the organization to provide strategic financial analysis, oversight, and coordination of budgeting and forecasting. You will serve as a trusted advisor, responsible for identifying, escalating, and mitigating business risks. This dynamic and fast-paced role aligns with the ever-evolving nature of the businesses we support.
**Job Responsibilities:**
+ Lead annual and ongoing financial planning for product areas, providing insights into monthly financial performance, forecasting, budgeting, and trend analysis.
+ Develop and monitor performance metrics, create presentations, and deliver financial analysis on various topics to senior management.
+ Oversee financial control, forecasting, budgeting, and the delivery of management reports on a weekly, monthly, and quarterly basis. Develop new reporting capabilities, including dashboards.
+ Conduct variance analysis to identify key drivers of results and present findings to senior management, explaining deviations from forecasts and budgets.
+ Manage and deliver key work streams and tasks, ensuring timely execution even with limited information.
+ Identify and resolve key business risks, ensuring alignment with strategic goals.
+ Communicate with key business partners to understand projects and drive next steps. Demonstrate strong design acumen and expertise in Excel and PowerPoint.
+ Provide business rationale and decisions for month-end financial performance and forecasting.
+ Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, and trends.
+ Create ad hoc reports for senior management, perform variance analysis to understand key drivers of results, manage and deliver key work streams and tasks.
**Required Qualifications, Capabilities, and Skills**
+ Bachelor's degree in Accounting, Finance, or a related field.
+ 4+ years of work experience in Financial Services, and/or accounting/controller background
+ Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
+ Proven track record of executing special projects with minimal lead time.
+ Inquisitive, enthusiastic, and diligent, with the ability to challenge peers.
+ Proficient in Excel and PowerPoint, with intermediate to advanced skills.
+ Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.
+ Team player with the ability to communicate effectively with key business partners.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans

Join our dynamic team as a Financial Analysis Senior Associate in Technology Finance, where you'll drive key technology initiatives and enhance business performance across Home Lending and Auto in Consumer and Community Banking. Leverage your expertise in financial analysis, budgeting, and forecasting to provide strategic insights and serve as a trusted advisor, ensuring alignment with our ever-evolving business goals.

As a Financial Analysis Senior Associate in Technology Finance, you will collaborate across the organization to provide strategic financial analysis, oversight, and coordination of budgeting and forecasting. You will serve as a trusted advisor, responsible for identifying, escalating, and mitigating business risks. This dynamic and fast-paced role aligns with the ever-evolving nature of the businesses we support.

Job Responsibilities:

• Lead annual and ongoing financial planning for product areas, providing insights into monthly financial performance, forecasting, budgeting, and trend analysis.
• Develop and monitor performance metrics, create presentations, and deliver financial analysis on various topics to senior management.
• Oversee financial control, forecasting, budgeting, and the delivery of management reports on a weekly, monthly, and quarterly basis. Develop new reporting capabilities, including dashboards.
• Conduct variance analysis to identify key drivers of results and present findings to senior management, explaining deviations from forecasts and budgets.
• Manage and deliver key work streams and tasks, ensuring timely execution even with limited information.
• Identify and resolve key business risks, ensuring alignment with strategic goals.
• Communicate with key business partners to understand projects and drive next steps. Demonstrate strong design acumen and expertise in Excel and PowerPoint.
• Provide business rationale and decisions for month-end financial performance and forecasting.
• Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, and trends.
• Create ad hoc reports for senior management, perform variance analysis to understand key drivers of results, manage and deliver key work streams and tasks.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of work experience in Financial Services, and/or accounting/controller background
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Proven track record of executing special projects with minimal lead time.
• Inquisitive, enthusiastic, and diligent, with the ability to challenge peers.
• Proficient in Excel and PowerPoint, with intermediate to advanced skills.
• Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.
• Team player with the ability to communicate effectively with key business partners.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Microsoft is on a mission to empower every person and every organization on the planet to achieve more. Our culture is centred on embracing a growth mindset, a theme of inspiring excellence, and encouraging teams and leaders to bring their best each day. In doing so, we create life-changing innovations that impact billions of lives around the world. You can help us to achieve our mission.
An exciting opportunity has become available as a **Strategic Account Technology Strategist- Financial Services** responsible for the technology relationship between Microsoft and UBS, Switzerland's largest account, Microsoft's biggest FSI customer and the world's largest Wealth Management bank. UBS are on a cloud and AI transformation journey with Microsoft as the chosen partner for all cloud deployments and the front runner for their Agentic AI framework.
The ATS role will look to maximise the value of the UBS partnership with Microsoft, driving innovation through the CEO Co-innovation engagement, building an even tighter engagement with UBS Technology Services and operational teams, helping orchestrate effectively across the global organisations of both UBS and Microsoft, to help unlock the huge potential that still sits within UBS Data Centres and across their workforce. Above all, the ATS candidate must establish deep trust with key Technology Services stakeholders and deliver proven value to them across all Microsoft services.
We would love to hear from you if you:
+ Can see the 'big picture,' and are able to comfortably engage the C-Suite on their business goals
+ Have a passion for working in technology-led business transformation that delivers both short and long term impact.
+ Have a desire to work in genuine industry-breakthrough innovation
+ Can articulate complex problems and solutions with clarity
+ Have a can-do and tenacious attitude alongside a willingness to get stuck to deliver client outcomes
+ Have experience of working with a globally distributed customer and colleague base, with an engagement style that seeks to understand and embrace geographical and cultural differences
+ Have experience in developing new trusted relationships across a large and complex organisation and maintaining those relationships to deliver customer's desired business outcomes and common goals
+ Have a strong reputation for technical sales excellence and accountability delivering results both through personal impact and through the impact of others
+ Embrace diversity and inclusivity in all that you do, and create environments for others to be successful
+ Advocate growth mindset, turning challenges into opportunities
+ A strong industry knowledge and record of accomplishment in Financial Services is preferable
**Responsibilities**
**Customer and Industry Insights**
+ Synthesizes and combines various business and industry insights from their team, global best practices, proof points from experience/case studies with countries and/or regions, and deep industry expertise related to customers and their competitors to conduct forecasting and develop recommendations for managing accounts and subsidiary planning. Ensures that all levels of the organization provide alternate perspectives to enable customers to consider alternatives and adapt strategies, plans, business models, and solutions to insights. Orchestrates global teams to gather information, collaborate on performance markers, and identify potential risks in customer accounts. Brings in business and industry insights to address the broader business challenges for the customer and deliver solutions.
+ Applies deep expertise and thought leadership to identify the right Industry Sales Kits and industry partners within the customer's vertical industry. Articulates and understands specific industry-related market trends, as well as customer threats, opportunities, and barriers to growth as they relate to the customer's broader industry. Applies industry knowledge to support customers in solving issues. Partners with customers and/or partners to provide innovative solutions in new industries, and to integrate Microsoft technology in their business.
**Differentiated Value Proposition**
+ Acts as the customer's Technology Mentor in established relationships with senior leaders including technical decision makers (TDMs) and/or business decision makers (BDMs) at the Chief X Officer (CXO)-level. Develops extended relationships beyond core customers, advises on solutions, and aligns Microsoft capabilities with customer needs. Leads customer business transformations through digital technologies for assigned accounts to drive business outcomes and create business value for customers by understanding customer industry and position to provide guidance and to challenge customer thinking with innovative ideas that showcase the need for change and new strategic direction, and proactively involves corporate and cross-industry resources to drive customer transformation. Ensures line-of-business wins are captured (e.g., customer write-ups) as reference for scale.
+ Partners with a line-of-business leader or senior executive within a large-scale or high-impact customer organization to articulate how complex Microsoft technology/services will meet future business needs better than the competition and will enable the achievement of long-term growth and success. Leverages the full scope of Microsoft's digital technologies for offering varied solutions and services.
**Education and Thought Leadership**
+ Uses existing and new readiness resources and demonstrates expertise in creating enablement plans for large and high-stakes customers, and all-up Microsoft business. Drives innovations to help customers meet capacity and capability goals, maximize reach and impact, and drive long-term engagement and thought leadership on the Microsoft platform, and influences large customers to see and adopt the strategic value. Drives customer skilling initiatives and execution along with the account executive (AE) and enterprise skilling initiative (ESI) teams.
+ Leads customer technology engagement by motivating and inspiring technical resources of customer, partner, and Microsoft towards customer's business transformation. Delivers regular (e.g., quarterly, monthly) industry/technology engagements and/or briefings to customer Chief X Officers (CXOs), their technical team, and business decision makers (BDMs) to drive execution and focus on competitive advantage
**Mapping and Account Planning**
+ Orchestrates internal teams and partner ecosystem (inclusive of global systems integrators, consultancy partners, and Microsoft Industry Solutions (IS) to ensure sufficient technical resources for demand generation, when appropriate. Contributes to global resource requirement availability, and understands how to allocate and create the appropriate resources for the project. Proactively bridges technology resources with the customer.
+ Establishes best practices and standards around account planning and review for aligning with quota attainment, consumption goals, and customer consumption gaps to inform quarterly and fiscal objectives. Share account planning output with the customer and constantly realign to the customer's expectations. Coordinates highly complex extended account teams (e.g., spanning complex technologies, geographies, functions) and drives forecasting and tracking of the business. Owns the technical portion of the account plan and leads the customer plan delivery for large, critical, and/or strategic accounts. Captures all Account Planning input in MSX D365 Account Plan. Provides Account thought leadership inclusive of information technology (IT), industry, and business strategy knowledge, and shares best practices internally while providing coaching to subsidiary resources. Leverages account thought leadership in partnership with account executives to set and refine strategy, own accountability for outcomes, and lead extended teams.
+ Helps customer technical specialists build the message to sell Microsoft offerings to other parts of their business. Contributes to the creation of stakeholder maps for accounts, determines and orchestrates a coverage plan, and builds out an execution framework across multiple Rooms of the House of the customer.
**Technology Sales: Demand Generation and Orchestration**
+ Leads the customer journey into the era of AI and Industrial Metaverse by creating a targeted approach tailored to their current business requirements and positions Microsoft as a leader for the future, both for accelerating productivity as well as helping the customer create new capabilities to support their business. Leverages expertise of current technology landscape and understanding of AI and Industrial Metaverse capabilities to plot the foundational elements on the technology roadmap that need to be in place to realize value for the customer. Builds a mid-term strategy for AI and metaverse projects as well as an immediate opportunity pipeline and orchestrates execution through the appropriate technical teams from the Specialist Team Unit (STU) and with appropriate Partners
+ Leads Account Strategy Envisioning (ASE, formerly IDTA) with the extended account team, customer, and partner to deliver the outcomes for the customer through joint envisioning, as a vehicle for Industry Sales Kits and Horizontal Solution Plays. Creates new Stage 1 opportunities, both billed and consumed, with Technical Decision Maker (TDM) customer stakeholders, managing consumption pipeline with extended team to maintain velocity, and unblocking issues. Orchestrates efforts to drive MCEM lifecycle and stage progression in collaboration with the Specialist Team Unit (STU), Customer Success Unit (CSU). Coaches peers (often as a mentor across a region or country) on how to create and maintain an opportunity initiation and how to map Microsoft priorities to opportunities. Defines the technology blueprint for opportunity initiation, and sets and shares standards and best practices for others to follow.
+ Creates, develops, and drives opportunities based on industry best practices. Presents opportunities to the customer and creates demand. Develops a plan, within a broader strategy, to create and qualify a set number of opportunities for product sales, solutions sales, or consumption. Leverages multiple channels (e.g., social media) to create demand. Leads technical teams for driving opportunities including Specialist Team Unit (STU), Customer Success Unit (CSU), and others, as necessary. Leads efforts to reach out to key stakeholders to give customer-driven pitches and drives the appropriate customer reach together with the account executive to generate new demands.
**Technology Strategy Formulation**
+ Leads analysis of overall customer situation for some of the largest and most complex accounts, and advises on gaps that would benefit from Microsoft solutions, using an understanding of the business strategies and outcomes that technology can support. Leads the adoption of technologies by plotting the strategic, long-term vision of the customer's/partner's business strategy and drives action to bring to fruition. Acts as a strategic link between Microsoft and the customer for identifying a pathway for strategic efforts and resources necessary for building a strategy.
+ Contributes to the creation of trusted, long-term (e.g., three years plus) multi-horizon technological and business roadmaps for highly prominent, challenging, and/or strategic accounts based on a deep understanding of business and technology priorities and the customer's industry landscape. Validates the strategy and plan with customer stakeholders and drives envisioning and articulates business and program changes in the roadmaps around new and groundbreaking capabilities. Contributes to the translation of the customer's business objectives in conjunction with Industry Sales Kits and Solution Plays (including consumption-heavy workloads and cloud services) to develop an effective Industry Technology Architecture to plan for and drive consumption and adoption of Microsoft cloud and a higher share of customer potential and propensity (CPP).
**Trusted Advisor**
+ Maintains and leverages a broad knowledge of Microsoft's product landscape, solutions, and strategy to address customer's needs. Proactively coordinates with internal and external network of industry experts (e.g., Regional and Global Experts, industry-specific partners) to build strong knowledge of the industry and the competitive landscape. Leverages deep understanding of their customers to share knowledge with virtual team and promote customer business perspectives.
+ Acts as the voice of the customer and internal advocate by providing insights, feedback, and challenges from the customer to internal teams (e.g., product groups, engineers) across all levels of the organization. Drives action to ensure that internal teams understand and respond to insights. Escalates pressing issues for customers to Microsoft internal stakeholders (e.g., Headquarters) to facilitate the appropriate solutions and capabilities for the customer.
+ Provides Account thought leadership inclusive of information technology (IT), business strategy knowledge, and technology landscape, and shares best practices internally while providing coaching to subsidiary resources. Leverages account thought leadership in partnership with account executives to set strategy, own accountability for outcomes, and lead extended teams. Provides technical guidance to internal teams to position technology while using customer landscape knowledge. Creates connections and feedback loops with Product and Engineering teams.
+ Creates security thought leadership with the customer's executives (e.g., technical decision maker (TDM)/business decision maker (BDM)) using the Microsoft Security and Zero Trust narratives and engages TDM and BDM stakeholders to position security as a business enabler and instill a security mindset in all aspects of the customer's technology landscape. Uses their understanding of the customers' technology and security needs to establish Microsoft's security credentials and to build opportunities to improve the customer's security posture and orchestrates execution through security specialists.
**Qualifications**
**Required/minimum qualifications**
+ Bachelor's Degree in Computer Science, Information Technology, Engineering, Business or related field AND 7+ years technical consulting, technical consultative selling, practice building, or related technical/sales/industry experience
+ OR equivalent experience.
+ 5+ years experience in digital transformation or using technology to drive customer business outcomes.
**Additional or preferred qualifications**
+ Bachelor's Degree in Computer Science, Information Technology, Engineering, Business or related field AND 14+ years technical consulting, technical consultative selling, practice building, or related technical/sales/industry experience
+ OR equivalent experience.
+ 4+ years experience in business consulting, consultative selling, or change management.
+ 5+ years experience leading technical, support, and/or partner teams.
Strategic Account Technology IC5 - The typical base pay range for this role across the U.S. is USD $130,900 - $51,900 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD 165,600 - 272,300 per year.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: will accept applications for the role until October 22, 2025.
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .

Location: New York, Hoboken and Boston
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a global leader in serving the financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our integrated model and bold ambition allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational and technology-driven change.
Within EY Technology Consulting, we help asset and wealth management firms design, modernize, and scale their digital and data ecosystems - spanning the entire investment value chain. If you are passionate about building technology solutions that connect business strategy with engineering excellence, and driving innovation across both traditional and alternative investments, this role provides an opportunity to help define the future of financial services platforms.
**The opportunity**
As part of EY's Wealth and Asset Management Technology practice, you'll help clients transform their operating environments through cloud-based architectures, digital workflows, and agile delivery. Our clients include global asset managers, fund administrators, custodians, and fintech providers seeking to modernize their platforms, data, and product capabilities.
Your work will span product design, system integration, and agile program delivery - helping firms digitize investment operations, automate reporting, and expand access to private markets. You'll collaborate across EY teams and client stakeholders to enable scalable solutions that connect front-office innovation to back-office efficiency.
This is a highly collaborative environment where technology consulting meets agile product management, and where curiosity and execution go hand in hand.
**Your key responsibilities**
+ Partner with client leadership and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models.
+ Manage agile engineering pods - facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps.
+ Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution.
+ Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems.
+ Lead modernization and migration efforts from legacy mainframe or on-premise systems to modern, cloud-based solutions.
+ Apply agile and DevOps practices - leveraging automation, CI/CD, and data-driven insights to accelerate platform delivery.
+ Support solution design and implementation across traditional and alternative investment systems, including:
+ Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.
+ Contribute to vendor evaluations, proof-of-concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures.
+ Collaborate with EY teams to develop and share insights on emerging trends such as private-markets digitization, hybrid fund structures, and data standardization across the ecosystem.
**Skills and attributes for success**
+ Strong understanding of the wealth and asset management industry - including investment products, operational workflows, data models, and reporting processes.
+ Familiarity with private-markets systems and data flows across Private Equity, Private Credit, Real Estate, and Infrastructure funds.
+ Hands-on experience with agile methodologies (Scrum, Kanban, SAFe) and agile ceremonies such as sprint planning, backlog refinement, and PI coordination.
+ Proven ability to manage multiple engineering pods or delivery workstreams while maintaining clarity of scope, risk, and dependencies.
+ Experience translating complex business or regulatory requirements into actionable technology deliverables and user stories.
+ Technical fluency in at least one or more of the following:
+ Programming and scripting: Python, SQL, Java, or mainframe modernization (COBOL, JCL).
+ Data and analytics: SQL-based ETL pipelines, Power BI, Tableau, or cloud-native data services (AWS, Azure, GCP).
+ Workflow and automation: Unqork, Appian, UiPath, ServiceNow, Airflow, or similar orchestration platforms.
+ Understanding of APIs, microservices, data governance, and DevOps practices to support continuous integration and deployment.
**To qualify for the role you must have**
+ A bachelor's degree in computer science, engineering, information systems, finance, or a related field and a minimum of 3 years of related work experience; or a graduate degree and 2 years of related work experience.
+ 2 years of experience in technology delivery, software engineering, or product management at a financial services company, preferably within wealth or asset management.
+ Ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing.
+ Strong analytical, communication, presentation, client service and technical writing skills.
+ Ability in researching client inquiries and emerging issues, including regulations, industry practices, and new technologies.
+ Willingness and ability to travel, and hold a valid driver's license and passport.
**Ideally, you'll also have**
+ Experience with front-to-back investment management platforms such as Aladdin, Charles River, SimCorp, or Eagle.
+ Familiarity with alternative investment systems such as eFront, Investran, Geneva, DealCloud, LemonEdge, 73 Strings, or Yardi.
+ Experience with data and API integration between fund accounting, investor servicing, and CRM systems.
+ Certifications in Agile or Cloud (e.g., Certified Scrum Master, SAFe Agilist, AWS Cloud Practitioner, or Azure Fundamentals).
+ Prior experience in consulting or managing large-scale transformation programs across technology, operations, or data.
**What we look for**
We're looking for curious, motivated technology professionals who thrive at the intersection of financial services and digital transformation. You'll bring together business acumen, technical fluency, and agile delivery skills to help leading asset and wealth managers modernize their platforms and create new client experiences.
If you're ready to lead change across one of the most dynamic areas of financial services - and help clients harness technology to enable growth in both traditional and private markets - we'd love to have you on the team.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,500 to $87,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,900 to 213,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: New York, Hoboken, Boston
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a global leader in serving the financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our integrated model and bold ambition allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational and technology-driven change.
Within EY Technology Consulting, we help asset and wealth management firms design, modernize, and scale their digital and data ecosystems - spanning the entire investment value chain. If you are passionate about building technology solutions that connect business strategy with engineering excellence, and driving innovation across both traditional and alternative investments, this role provides an opportunity to help define the future of financial services platforms.
**The opportunity**
As part of EY's Wealth and Asset Management Technology practice, you'll help clients transform their operating environments through cloud-based architectures, digital workflows, and agile delivery. Our clients include global asset managers, fund administrators, custodians, and fintech providers seeking to modernize their platforms, data, and product capabilities.
Your work will span product design, system integration, and agile program delivery - helping firms digitize investment operations, automate reporting, and expand access to private markets. You'll collaborate across EY teams and client stakeholders to enable scalable solutions that connect front-office innovation to back-office efficiency.
This is a highly collaborative environment where technology consulting meets agile product management, and where curiosity and execution go hand in hand.
**Your key responsibilities**
+ Lead client and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models.
+ Manage agile engineering pods - facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps.
+ Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution.
+ Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems.
+ Lead modernization and migration efforts from legacy mainframe or on-premise systems to modern, cloud-based solutions.
+ Apply agile and DevOps practices - leveraging automation, CI/CD, and data-driven insights to accelerate platform delivery.
+ Support solution design and implementation across traditional and alternative investment systems, including:
+ Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.
+ Contribute to vendor evaluations, proof-of-concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures.
+ Collaborate with EY teams to develop and share insights on emerging trends such as private-markets digitization, hybrid fund structures, and data standardization across the ecosystem.
**Skills and attributes for success**
+ Strong understanding of the wealth and asset management industry - including investment products, operational workflows, data models, and reporting processes.
+ Familiarity with private-markets systems and data flows across Private Equity, Private Credit, Real Estate, and Infrastructure funds.
+ Hands-on experience with agile methodologies (Scrum, Kanban, SAFe) and agile ceremonies such as sprint planning, backlog refinement, and PI coordination.
+ Proven ability to manage multiple engineering pods or delivery workstreams while maintaining clarity of scope, risk, and dependencies.
+ Experience translating complex business or regulatory requirements into actionable technology deliverables and user stories.
+ Technical fluency in at least one or more of the following:
+ Programming and scripting: Python, SQL, Java, or mainframe modernization (COBOL, JCL).
+ Data and analytics: SQL-based ETL pipelines, Power BI, Tableau, or cloud-native data services (AWS, Azure, GCP).
+ Workflow and automation: Unqork, Appian, UiPath, ServiceNow, Airflow, or similar orchestration platforms.
+ Understanding of APIs, microservices, data governance, and DevOps practices to support continuous integration and deployment.
**To qualify for the role you must have**
+ A bachelor's degree in computer science, engineering, information systems, finance, or a related field and a minimum of 5 years of related work experience; or a graduate degree and 4 years of related work experience.
+ A minimum of 4 years of experience in technology delivery, software engineering, or product management at a financial services company, preferably within wealth or as an alternative fund manager.
+ Experience leading a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing.
+ Strong analytical, communication, presentation, client service and technical writing skills.
+ Experience in researching client inquiries and emerging issues, including regulations, industry practices, and new technologies.
+ Willingness and ability to travel, and hold a valid driver's license and passport.
**Ideally, you'll also have**
+ Experience with front-to-back investment management platforms such as Aladdin, Charles River, SimCorp, or Eagle.
+ Familiarity with alternative investment systems such as eFront, Investran, Geneva, DealCloud, LemonEdge, 73 Strings, or Yardi.
+ Experience with data and API integration between fund accounting, investor servicing, and CRM systems.
+ Certifications in Agile or Cloud (e.g., Certified Scrum Master, SAFe Agilist, AWS Cloud Practitioner, or Azure Fundamentals).
+ Prior experience in consulting or managing large-scale transformation programs across technology, operations, or data.
**What we look for**
We're looking for curious, motivated technology professionals who thrive at the intersection of financial services and digital transformation. You'll bring together business acumen, technical fluency, and agile delivery skills to help leading asset and wealth managers modernize their platforms and create new client experiences.
If you're ready to lead change across one of the most dynamic areas of financial services - and help clients harness technology to enable growth in both traditional and private markets - we'd love to have you on the team.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $61,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 171,200 to 297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .