Wealth Management Business Consultant

New York, NY, USA

Ranked as #12 on Forbes’ List of 25 Fastest Growing Public Tech Companies for 2017, EPAM is committed to providing our global team of over 24,000 people with inspiring careers from day one. EPAMers lead with passion and honesty, and think creatively. Our people are the source of our success and we value collaboration, try to always understand our customers’ business, and strive for the highest standards of excellence. No matter where you are located, you’ll join a dedicated, diverse community that will help you discover your fullest potential.


You are strategic, resilient, engaging with people and a natural self-starter. You have a passion for solving complex problems. If this sounds like you, this could be the perfect opportunity to join EPAM as a Wealth Management Business Consultant. Scroll down to learn more about the position’s responsibilities and requirements.

As part of our strategic growth, we are looking for management consultant practitioners in the financial services sector who are aspiring to join a vibrant, growing business and dynamic team culture, which still processes a pragmatic “start-up” mindset within an established global firm. In conjunction with EPAM’s Head of FS Business Consulting – Wealth Management, you would help support the build out and execution of a successful US-based Business Consulting “pull-through” capability for EPAM in financial services in the USA. In particular, our Wealth Management sector is experiencing strong growth. We offer you the opportunity to be part of next generation innovation in financial services and a leading digital transformation partner.


  • Support the build out and execution of a successful Business Consulting capability for EPAM’s Financial Services vertical. Work in conjunction with the Zurich-based Head of Financial Services Business Consulting - Wealth Management;
  • Deliver and execute EPAM engagements at the client across the project cycle either in a senior project manager and/or SME role;
  • Contribute to identifying potential pull-through consulting related services to EPAM service design, digital practice, UI/CX, technology, and software engineering work;
  • Support with business development activities (i.e. Presales, client acquisition, RFP responses, thought leadership and consulting proposition development);
  • Travel to client sites and other EPAM offices as needed.


  • Bachelor's degree/Master's degree in an appropriate field from an accredited university; At least 8+ years of consultancy experience in Financial Services banking sector with a focus in Wealth Management. Banking functional experience should be supported by business transformational project roles;
  • Working experience with a Big-4 or an upper-tier consultancy/advisory boutique demonstrating an operational/transformational background and project credentials;
  • Expertise within operating models and technology enabled transformation engagements, business concepts, requirements and managing linkages with technology solutions. Additional FinTech market awareness and the ability to work at innovative solutions is an asset;
  • Robust project management methodology skills applied within multi-disciplinary project environments. Experience with multi-stakeholder change management and full project cycle activities;
  • Know-how and applied project experience along digital transformation and client experience initiatives is highly sought after given our strong global growth;
  • Specific domain knowledge across banking domains (e.g. Wealth Management, front-to-back advisory processes, portfolio management, risk & compliance, and corporate functions); Experience in efficiency and sourcing programs is an additional benefit;
  • Very good working experience and knowledge of the American Financial Services sector with a focus in Wealth and Asset Management as well as awareness of the wider global key financial services centers;
  • Key client relationships and networks in addition to strong contributions with business development activities;
  • Advanced communication, presentation, organizational, and planning skills;
  • Excellent verbal and written communication skills in English. Our global corporate working language is English.