FSO, Business Consulting - Studio & Marketing Transformation - Manager
About the role
The opportunity is to serve Financial Services organizations in transforming their marketing strategies, operating models, and technologies. This role combines industry knowledge, marketing transformation expertise, and emerging AI capabilities to deliver innovative, growth-focused solutions.
Responsibilities
- Lead marketing transformation engagements across strategy, operating model design, marketing operations, performance measurement, and marketing forecasting.
- Advisory on B2B, B2C, and B2B2C marketing models, including ABM, customer acquisition, retention, loyalty, onboarding, cross-sell, advisor enablement, broker distribution, and embedded distribution strategies.
- Bring leading-edge perspectives on Generative Engine Optimization (GEO), AI-powered personalization, agentic marketing, and modern measurement approaches.
- Integrate AI-enabled marketing technologies into client solutions and internal delivery methodologies.
- Manage engagement delivery, including quality, financial performance, and risk management.
- Build and maintain trusted client relationships and identify opportunities to expand EY’s impact and value.
- Coach and develop junior team members while contributing to thought leadership and proposal efforts.
Requirements
- Bachelor’s degree; MBA or Master’s degree preferred.
- 5+ years of experience in marketing consulting, marketing transformation, or Financial Services marketing.
- Experience within Wealth & Asset Management, Banking & Capital Markets, and/or Insurance sectors.
- Expertise in at least three of: Marketing Strategy, Marketing Operating Model, Marketing Operations, Performance Measurement, or Marketing Forecasting.
- Experience supporting B2B, B2C, and/or B2B2C marketing initiatives.
- Hands-on experience leveraging AI tools and technologies to enhance client outcomes and productivity.
- Familiarity with GEO, AI-driven marketing, agentic marketing, and next-generation measurement approaches.
- Willingness to travel up to 50–80%.
Qualifications
- Deep understanding of Financial Services, strong stakeholder management, executive communication, AI-enabled marketing, and the ability to translate complex business challenges into transformation strategies.
Skills and Attributes for Success
- Deep understanding of Financial Services, strong stakeholder management, executive communication, AI-enabled marketing, and the ability to translate complex business challenges into transformation strategies.
Pay
The base salary range for this job in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Schedule
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.