Financial Services Audit - Wealth and Asset Management - Manager - West

This position could be located in San Francisco, Los Angeles, Seattle, or Phoenix

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! 

Our Financial Services Organization is a unique, industry-focused practice, and the only one of its kind within a Big 4 firm — and the Wealth and Asset Management is a key sector within this area. With strong functional capabilities, industry-leading technology and a varied range of knowledge, our clients look to us for assurance services they can rely on every time. And as an Audit Manager, you’ll be at the heart of that goal, personally visiting high-profile clients on site to understand their unique needs and build your reputation as a trusted business advisor.

The opportunity

This is an area that has seen substantial investment, focused on technology, knowledge and development for assurance professionals. You’ll see that reflected in your career, with plenty of opportunities to take on new responsibilities. That could mean developing a deep professional knowledge base in one area, or diversifying to audit in other markets such as wealth and asset management, hedge fund, and private equity.

Your key responsibilities

You’re likely to balance your time between managing a team of assurance professionals across a portfolio of projects, and personally engaging with our clients. It’s the perfect role if you’re looking to diversify your professional management skills and experiences, all while further developing your leadership skills.

Skills and attributes for success

• Performing complex and specific audit procedures, while developing effective, client-focused audit strategies
• Coaching and managing a driven team of audit professional, facilitating them to have the information, tools and opportunities they need to grow
• Proactively building relationships that support our ability to provide tailored services that meet a wide range of assurance needs and contribute to new business development
• Identifying and reacting to potential risks and developing new ways to improve our products and processes that promote growth and increase revenue
• Continually updating your understanding of business trends and emerging technologies to maintain your reputation as a trusted business advisor

To qualify for the role you must have

• A bachelor’s degree in Accounting, Business or Finance, supported by significant work experience as an auditor in a public accounting firm.
• A record of excellence in serving clients across the WAM industry
• A CPA certification in the work state location
• Engagement management, execution and reporting skills, and the ability to build relationships with clients with a diverse range of backgrounds
• Confidence in your ability to prioritize when managing multiple project simultaneously
• The ability and willingness to travel and work in excess of standard hours when necessary
• Access to reliable transportation to/from the EY office and client sites. A driver’s license is strongly recommended as ride share and public transportation options may not be available in all locations

Ideally you’ll also have

• A firm understanding of engagement economics
• A proven ability to build a network of contacts and mutual business relationships

What we look for

We’re interested in leaders who are creative and agile thinkers, with a genuine interest in improving our audit capabilities. You’ll also need to be a capable communicator both in the boardroom and across your team. If you have the technical and personal skills to understand our clients and provide excellent services every time, this role is for you.

• 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.