FSO, Business Consulting - Studio & Marketing Transformation - Senior Manager

About the role

The opportunity is to shape and lead complex, multi-workstream engagements with Financial Services clients across Wealth & Asset Management (WAM), Banking & Capital Markets (BCM), and Insurance (INS). You will advise CMOs and their leadership teams on B2B, B2C, and B2B2C marketing strategies and models. Business development is a core part of this role.

Responsibilities

• Own complex, multi-workstream engagements spanning marketing strategy, operating model, operations, performance measurement, and forecasting.
• Advise FS CMOs and C-suite on B2B (ABM, onboarding), B2C (acquisition, retention, loyalty, cross-sell), and B2B2C (advisor, broker, partner, embedded) marketing strategies and models.
• Champion new approaches — GEO, AI-driven personalization, agentic marketing, modern attribution and forecasting — and translate them into pragmatic client outcomes.
• Lead the AI agenda for Marketing Transformation: define how AI-enabled martech tools reshape marketing operating models, ways of working, and value delivery.
• Drive engagement economics, quality, and risk; develop and manage high performing teams.

Business Development

• Originate, qualify, and close new opportunities across WAM, BCM, and INS; build and own a personal pipeline.
• Develop and nurture senior client relationships (CMO, CGO, CDO, COO) and turn them into long-term engagements.
• Lead pursuits end-to-end: shaping deals, leading proposals and orals, and negotiating commercials.
• Build and scale Studio+ offerings (marketing strategy, operating model, operations, performance, forecasting, AI-enabled marketing) and the go-to-market plan behind them.
• Represent EY externally (industry events, publications, alliances) and grow the Studio+ brand in the FS marketing community.
• Partner with EY account, sector, and alliance teams to drive cross-sell and pull-through revenue.

Qualifications

• Bachelor's degree (MBA or Master's strongly preferred).
• 8+ years of relevant experience in marketing consulting, marketing leadership, or marketing transformation in Financial Services.
• Deep expertise in at least one FS sub-sector (WAM, BCM, or INS) and working knowledge of the others.
• Proven leadership across the marketing value chain — strategy, operating model, operations, performance, and forecasting.
• Track record across B2B (ABM, onboarding), B2C (acquisition, retention, loyalty, cross-sell), and B2B2C contexts.
• Demonstrated track record in business development: originating, selling, and closing multi-million-dollar engagements.
• Strong fluency with AI tools and a clear point of view on how AI is reshaping marketing; experience embedding AI into client work and offerings.
• Demonstrated experience applying emerging approaches (GEO, AI, agentic marketing) in real client work.
• Willingness to travel 50–80%.

Preferred Qualifications

• Senior leadership experience in an FS marketing function, a top consultancy, or a leading agency.
• A strong network across FS CMO and marketing leadership communities.
• Proven success building and growing practice areas, offerings, or studios.
• Experience shaping AI-enabled marketing propositions and selling them to FS clients.

What we offer you

• 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.
• Flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances.
• A team-led and leader-enabled hybrid model where most people in external, client-serving roles work together in person 40-60% of the time over the course of an engagement, project, or year.
• Equal employment opportunities provided 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.

Pay and Benefits

The base salary range for this job in all geographic locations in the US is $150,400 to $343,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $180,500 to $390,500. 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.