Location: Katowice / Wrocław – 2 days office / 3 days remote

Work Timings: 12:00 pm to 8:00 pm CEST

EY GDS Poland – a member of the global integrated service delivery center network by EY offers this position.

Opportunity

Solutions Consultant – you will spearhead and execute comprehensive implementation projects, onboarding new clients onto the Wealth Management Platform. You will engage with RIAs, Family Offices, and Private Banks, designing and building customized solutions to meet client needs at any scale. You will leverage deep finance and technology knowledge, collaborating with internal teams and owning client success.

Your Key Responsibilities

• Drive the successful onboarding of new clients onto the Wealth Management Platform, ensuring a seamless transition and exceptional client experience.
• Assess, manage, and ensure the success of add-on projects, delivering outstanding results that exceed client expectations.
• Apply industry expertise to effectively transition clients and their data onto the platform, ensuring accuracy and efficiency.
• Set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• Skillfully prioritize and manage multiple projects simultaneously, ensuring timely and successful completion of each.
• Continuously evaluate and enhance processes and tools, driving improvements that support our expanding client base.
• Develop and maintain deep expertise in all aspects of the Wealth Management Platform, becoming a trusted advisor to clients and internal teams.

Skills And Attributes For Success

• The ability to manage projects independently is essential.
• Strong analytical skills are required to assess complex data and processes.
• Proficiency in relationship‑building is crucial.
• The ability to manage multiple projects simultaneously is necessary.
• A client‑oriented mindset is important.
• Excellent communication skills, both verbal and written, are required.
• Proactive problem‑solving abilities are essential.
• Technical proficiency is vital, with a deep understanding of the Wealth Management Platform and related technologies.

To qualify for the role, you must have

• A solid background in financial services or consulting, with at least 4+ years of professional experience showcasing a proven track record of success in client‑facing roles.
• Experience in investment management or enterprise software deployments.
• The ability to learn and adapt.
• Proficiency in programming or scripting, particularly Python.
• Strong organizational skills to set, lead, and communicate clear expectations.
• A willingness to travel.
• A genuine passion for technology and finance.
• The ability to adapt in a dynamic environment.

Ideally, you’ll also have

• Practical experience in investment management software implementations.
• Strong leadership skills.
• A genuine interest in technology and finance.
• Flexibility and a willingness to travel.
• Previous experience in client‑facing roles within the financial services or consulting sectors.

What We Look For

Professionals with prior work experience in FinTech / Wealth Management / Financial Markets, who have a team‑work approach and growth mindset.

What We Offer

EY Global Delivery Services is a dynamic and truly global delivery network offering a wide variety of career opportunities across multiple disciplines. In GDS, you will collaborate with EY teams on projects and work with well‑known brands from across the globe.

• Continuous learning: develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: tools and flexibility to make a meaningful impact, your way.
• Transformative leadership: insights, coaching, and confidence to be the leader the world needs.
• Diverse and inclusive culture: embraced for who you are and empowered to use your voice to help others find theirs.

About EY

EY exists to build a better working world, helping to create long‑term value for clients, people and society and building 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.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

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