EY
Senior Manager - AI Business Transformation - TC - FS
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Senior Manager - AI Business Transformation - Financial Services
At EY, we’re all in to help you shape your future with confidence. We’ll guide your success in a globally connected powerhouse of diverse teams, allowing your career to flourish wherever you envision it to go. Join EY and play a part in building a better working world.
Position Overview
This is a senior delivery role focusing on leading AI-enabled transformation programmes for financial services clients. The Senior Manager will translate sold opportunities into practical client outcomes.
Engagement typically progresses through two phases:
- Design Phase – Defining the future vision, prioritised use cases, value case, operating model, delivery roadmap, and implementation approach.
- Build Phase – Developing and implementing AI solutions, processes, controls, adoption plans, and new ways of working.
The role requires a strong consultant with deep financial services experience, delivery discipline, and the ability to link business design, AI, data, technology, risk, and change.
Role Objective
To lead the successful design and delivery of AI-enabled business transformation programmes, helping financial services clients translate AI ambitions into real-world, measurable value creation.
Your Client Impact
- Lead design-phase engagements, defining how AI can transform business processes, customer journeys, operating models, and colleague experiences.
- Align client aspirations with AI use cases, target-state designs, value cases, implementation roadmaps, and delivery plans.
- Collaborate with stakeholders to assess operational inefficiencies, customer challenges, risk issues, and revenue opportunities.
- Co-design future operating models, integrating human expertise, AI capabilities, automation, data-driven decisioning, and robust controls.
- Manage multidisciplinary teams, including business analysis, process design, AI/technology, risk, change, and testing across all phases.
- Facilitate workshops to assess current-state processes, identify opportunities, co-create future-state solutions, and agree on delivery priorities.
- Ensure transformation plans address adoption, governance, training, skills, controls, data readiness, and operational integration.
- Support benefits measurement, tracking progress in areas like revenue growth, cost reduction, customer satisfaction, operational efficiency, and risk reduction.
- Maintain delivery quality, mitigate risks, and ensure outputs are clear, practical, and actionable for senior decision-makers.
Key Responsibilities
Design-Phase Delivery
- Lead stakeholder interviews, workshops, process reviews, data analysis, and opportunity assessments.
- Draft problem statements, design principles, future-state journeys, process models, role impacts, and operating model changes.
- Identify and prioritise AI use cases based on value, feasibility, risk, complexity, and organisational readiness.
- Develop business cases and benefits models, quantifying impact across financial, customer, operational, and risk dimensions.
- Define transformation roadmaps, MVP scope, delivery sequencing, plans, and adoption strategies.
- Collaborate with AI, data, and technology specialists to ensure cost-effective, enterprise-aligned recommendations addressing architecture, data strategy, and controls.
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Build-Phase Delivery
- Lead workstreams to implement AI-enabled designs (practical tools, pilots, and scaled solutions).
- Align business, technology, data, risk, and change activities with the implementation plan.
- Oversee workflow design, prototyping, pilots, proofs-of-concept.
- Ensure requirements, user stories, acceptance criteria, controls, testing approaches, and adoption plans are defined.
- Manage delivery risks, dependencies, scope changes, and stakeholder expectations.
- Track benefits realisation, ensuring teams focus on measurable business outcomes.
Financial Services Transformation Expertise
- Apply domain expertise across retail/commercial banking, insurance, wealth/asset management, and capital markets.
- Navigate regulatory frameworks—conduct risk, customer outcomes, operational resilience, data privacy, model risk, financial crime, compliance, and responsible AI.
- Balance innovation, risk management, governance, and practical execution in financial services.
Client and Team Leadership
- Serve as the trusted day-to-day lead for senior stakeholders, preparing for steering committees, design authorities, and programme boards.
- Lead multidisciplinary teams (business analysts, designers, technologists, and subject matter experts).
- Coach opportunities for junior team members, fostering a high-performance culture.
- Oversee engagement economics, quality, scope, risks, and delivery timelines.
- Contribute to client proposals, pitches, and follow-up opportunities.
Essential Experience
- Strong consulting background from Big 4 firms, financial service/sec tech consultancies, or transformation advisors.
- Deep expertise in AI, generative AI, automation, and data-driven transformation, with clear articulation of business implications.
- Experience engaging senior stakeholders and managing expectations in complex financial change programmes.
- Firm understanding of regulatory environments in financial services and UAT constraints.
- Hands-on experience with AI use cases such as:
- Intelligent document processing, customer service automation
- Investment advisor enablement, underwriting/claims automation
- Lending risk decisioning, financial crime analytics
- Risk/compliance automation or operational workflow optimisation.
- Agile, product-led, or hybrid delivery experience.
- Track record developing MVPs, pilots, proofs of concept, and enterprise AI solutions.
- Knowledge of responsible AI, model risk, GDPR, AI governance, and regulatory adherence.
- Tools/Platform expert:
- Cloud, data platforms, workflow automation, CRM systems, case management, and enterprise AI platforms.
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Design & Delivery Required:
- Leading complex transformation programmes (current/desired state analysis, business case development, roadmapping).
- Overseeing build phases (plan, requirements, agile delivery, testing, adoption scoping, and benefits tracking).
- Cross-functional leadership (business/tech/data/risk/change initiatives).
Essential Skills
- Transformation and delivery leadership
- Business/operating model design and translation
- Workshop facilitation and stakeholder management
- Structured problem-solving and strategic analysis
- Ability to translate business needs into tangible AI-driven outcomes
- Financial services domain-specific knowledge
- Programme/workstream management
- Crystal-clear written and verbal communication
- Benefits-focused delivery and value monitoring
- Risk, issue, dependency, and scope management
- Team development, coaching, and quality assurance
Candidate Profile
The ideal candidate is a pragmatic transformation leader who moves effortlessly between strategy, design, and execution. They must excel at:
- Leading client workshops and engaging ambiguous stakeholder groups
- Crafting practical AI transformation designs
- Driving implementation through uncertainty
You’ll understand that AI transformation is only as impactful as its business alignment, governance, adoption, controls, and measurable ROI.
EY Benefits
We reward performance through a comprehensive package (competitive salary, flexible working, career growth, and tailored rewards). Beyond one’s numbers, EY offers:
- Coaching, mentoring, and growth from inspiring colleagues
- Skill development via leading-edge career paths
- Flexible role design, shaped to your needs
If you align with this critical role, apply today!
EY – Building a Better Working World
As a global leader supported by AI, advanced technology, and data, EY passionately tackles today’s challenges—empowering you and clients to craft tomorrow’s confidence. We serve more than 150 nations across assurance, consulting, tax, strategy, and transactions, fostering diverse teams, measurable value, and trust-building.
Join us in building a better working world.
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