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 involves leading marketing transformation engagements, advising on various marketing models, integrating AI into solutions, managing client relationships, and developing junior team members.
Responsibilities
- Lead marketing transformation engagements across strategy, operating model design, marketing operations, performance measurement, and marketing forecasting.
- Advising Financial Services clients on B2B, B2C, and B2B2C marketing models, including ABM, customer acquisition, retention, loyalty, onboarding, cross-sell, advisor enablement, broker distribution, and embedded distribution strategies.
- Bringing leading-edge perspectives on Generative Engine Optimization (GEO), AI-powered personalization, agentic marketing, and modern measurement approaches.
- Integrating AI-enabled marketing technologies into client solutions and internal delivery methodologies.
- Managing engagement delivery, including quality, financial performance, and risk management.
- Building and maintaining trusted client relationships and identifying opportunities to expand EY’s impact and value.
- Coaching and developing junior team members while contributing to thought leadership and proposal efforts.
Requirements
- Deep understanding of Financial Services, strong stakeholder management, executive communication, AI-enabled marketing, and the ability to translate complex business challenges into transformation strategies.
- 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
- Experience within a leading Financial Services institution, agency, or consulting organization.
- Experience leading cross-functional teams in a studio, agency, consulting, or transformation environment.
- Experience designing or implementing AI-enabled marketing use cases, including generative content, AI agents, and AI-driven personalization.
- Exceptional executive presence, presentation, and storytelling capabilities.
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.
Benefits
- 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 total rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Equal Opportunity Employer
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 ssc.customersupport@ey.com.