Job Description

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.

Job Title: UK FSO WAM Client Executive

Global Rank: Senior Manager

Reports to: Dan Hall UKFS WAM Leader and Obaid Khawaja (Talent Leader WAM C&I)

Term: One-year secondment subject to agreement

The opportunity and position summary

EY has a leading position across the wealth and asset management (WAM) industry, supporting our clients and their stakeholders with their objectives for their businesses. We require experienced client executives to support the management and growth of our relationships with our key client accounts for a Maternity cover for a senior manager. The role is to work with our GCSPs, Client Service Director’s and the wider client account teams to deliver the account strategy and the EY client service framework.

Your responsibilities will be varied, ranging from client relationship development, client pursuits, supporting strategy setting, account management and reporting, to co-ordination across multiple regions, supporting Expectations of Service Quality (ESQ) & Assessment of Service Quality (ASQ) production through senior client stakeholder interviews, broader marketing and thought-leadership relevant to the client.

You will be allocated a portfolio of client accounts with differing responsibilities and appropriate sales targets.

Your key responsibilities

• Supporting the CSP and CSD and leading where relevant on Business Development activity including stakeholder mapping, client relationship development, pursuit management, RFP support, preparation for and attendance at client meetings and organisation of EMEIA and global field of plays.
• Driving the relationship planning and execution for our key priority clients
• Building, managing and closing the client pipeline. You will meet with the account team regularly to run through the monthly pipeline to ensure this is accurate and have adequate knowledge of the opportunities
• Working with service line team to take new propositions and solutions to clients to address their key priorities.
• Attending, preparing for and leading where relevant account meetings and knowledge sharing information across the Account team including Field of Play calls, global calls, weekly calls with account team and service lines.
• Understanding of EY Service line & matrix structure and keep on top on opportunities / pipeline
• Managing our offshore support teams and delegating account management tasks and escalating issues as appropriate
• Supporting the ASQ process and liaising with clients teams to ensure policies and processes are followed
• Running multiple revenue and year end planning processes per EY timelines. Meeting tight deadlines and managing numerous partners across EMEIA in collating information required.
• Managing relationships with the Global Account team including the GCSP and Service Lines where relevant. Ability to manage timely requests and conflicting demands. Ability to flex style to work with different stakeholders.
• Actively leading and supporting on pursuit build out across opportunities
• Supporting the development and management of key industry campaigns and solutions

Skills and attributes for success

• Energetic, personable, team player
• Relationship and network development skills
• Able to work collaboratively across multi-disciplinary areas, including senior stakeholders across EY and our client.
• Excellent people management, written and communication skills.
• Ability to operate calmly under pressure and manage competing priorities.
• Strong attention to detail, organizational skills
• Ability to manage multiple priorities.
• Takes ownership and personal responsibility.
• Excellent decision making/problem solving skills.
• Ability to manage conflict to successful resolution.
• A strong executive presence
• Ability to influence and communicate at all levels.
• Strategic thinking and analytical skills

To qualify for the role, you must have

• Experience working across the wealth and asset management or broader FS sector
• Understanding of professional services and solutions and current market and business trends
• Strong project and people management experience, good organizational skills and attention to detail
• Ability to build excellent, effective stakeholder relationships.
• Written, oral, presentation and facilitation skills.

Ideally, you’ll also have

• Client delivery experience preferred, with previous experience leading projects and influencing stakeholders.
• Business development experience.
• Experience of EY tools, technology and processes including PACE, Mercury, Lens, Excel.
• Experience of working with international teams and colleagues

What we look for

We are looking for a driven, organised, conscientious and analytical individual with proven leadership skills working with demanding and senior stakeholders within an ever-changing environment.

What we offer

We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with MyReward you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

• 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.

Please note

Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness here. We ask because it matters!

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.

Apply now.

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.