FSO, Business Consulting - Marketing Transformation - Staff

Atlanta, GA (Hybrid)

$70K/yr – $131K/yrMid Level2+ years expFull time

Posted 3 weeks ago

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Job Summary

Own research-to-delivery flow for marketing in Financial Services, turning sector insights and client needs into actionable strategies and assets.

  • Research and analysis on Financial Services marketing and customer experience trends to inform strategy.
  • Develop client deliverables including customer journey maps, segmentation frameworks, ABM playbooks, onboarding experiences, and dashboards.
  • Collaborate with multidisciplinary teams and leverage AI-enabled tools to accelerate research, content, analysis, and insight generation.

Job Description

Responsibilities

  • Supporting client engagements related to marketing strategy, marketing operating models, marketing operations, performance measurement, and forecasting.
  • Conducting research and analysis on Financial Services sectors, including Wealth & Asset Management, Banking & Capital Markets, and Insurance, as well as emerging trends in marketing and customer experience.
  • Assisting with the development of client deliverables, including customer journey maps, segmentation frameworks, campaign strategies, account-based marketing (ABM) playbooks, onboarding experiences, and performance dashboards.
  • Gathering, organizing, and analyzing data to support B2B, B2C, and B2B2C marketing initiatives.
  • Leveraging AI-enabled tools and platforms to accelerate research, content development, analysis, and insight generation.
  • Supporting the creation of proposals, thought leadership, practice development materials, and internal knowledge assets.
  • Collaborating effectively with multidisciplinary teams of strategists, designers, technologists, and data professionals to deliver client value.

Requirements

  • A bachelor's degree in Marketing, Business, Communications, Data Analytics, Economics, or a related field.
  • 0–2 years of relevant experience in marketing, consulting, analytics, Financial Services, or a related area. Internship experience is acceptable.
  • Experience working with Excel and analyzing data to support business decisions.
  • Familiarity with AI-enabled tools and platforms, including ChatGPT, Microsoft Copilot, Claude, Gemini, Replit, or similar technologies.
  • Demonstrated interest in marketing, customer experience, and Financial Services.
  • Willingness and ability to travel as needed to meet client requirements.

Preferred

  • Coursework, certifications, internships, or project experience related to digital marketing, CRM, analytics, marketing technology, AI, or prompt engineering.
  • Exposure to Wealth & Asset Management, Banking & Capital Markets, or Insurance industries.
  • Understanding of marketing technologies such as customer data platforms (CDPs), marketing automation platforms, and customer engagement solutions.
  • Interest in how AI is transforming marketing operating models, customer engagement, and business growth.

Benefits

  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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EY

3.7 Glassdoor

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.EY teams in more than 150 countries work across a full spectrum of services in assurance, consulting, tax, strategy and transactions, strengthened by sector experience and diverse ecosystem partners. Find out more about the EY global network: http://ey.com/en_gl/legal-statement

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