Microsoft Financial Services Alliance Relationship

About the Role

EY has a dynamic ecosystem of Alliance and Ecosystem relationships that creates new forms of customer value to help clients digitally transform. The EY–Microsoft Alliance plays a critical role in driving revenue growth by identifying, shaping, and closing joint transformation opportunities between EY, Microsoft, and clients.

As a Global Microsoft Financial Services Alliance Relationship Director, you will coordinate and deliver sector-led alliance activation. The role manages the day-to-day Microsoft alliance relationship for Financial Services, including relationship collaboration and governance, sector program oversight, pipeline and performance intelligence, contracts and compliance management, and field activation across priority Financial Services accounts, working closely with EY Financial Services sector leadership.

This is a global role, optimally based in the US, UK or Europe. Anticipate a mix of virtual work, regular coordination with Global and Regional teams, and some travel based on business need.

Key Responsibilities

• Execute Microsoft Financial Services alliance strategy and objectives in alignment with Microsoft Global Alliance priorities and EY Financial Services sector growth agenda.
• Facilitate top-to-top Microsoft and EY Financial Services relationships and program management to mobilize on strategic sector opportunities, accelerate field engagement and drive action.
• Drive results through disciplined, industrialized governance with clear accountability across Global service lines/practices, sectors, priority accounts/regions and Microsoft counterparts.
• Provide actionable insights to Microsoft Alliance executives and EY Financial Services leadership, including pipeline, performance, account activation and market observations.
• Support the identification, development and activation of Microsoft priority solutions and partner programs across Financial Services, including local/regional activation and compliance requirements.
• Deliver alliance intelligence with complete and accurate financial reporting, Microsoft impact/influence, sector pipeline visibility and account activation insights.
• Identify and activate priority Financial Services accounts, supporting business plans, executive relationship mapping, operating cadence and enabling alliance contracts where required.
• Drive compliance with internal policies, independence requirements, alliance governance and commercial requirements.
• Collaborate with enablement and Brand, Marketing and Communications (BMC) teams to define sector-specific messaging, sales collateral and campaign materials for Financial Services execution.
• Partner with regional alliance, sector, account and BMC leaders to execute Financial Services alliance marketing and enablement activities.
• Contribute to the Global Alliance and Ecosystem Relationship network through content development, knowledge sharing, market insights and leading practices relevant to Microsoft and Financial Services.

Requirements & Tech Stack

• Deep understanding of enterprise technology and the Microsoft ecosystem.
• Deep Financial Service industry knowledge.
• Strong working knowledge of Microsoft ecosystem - including Azure, Data & AI, Security, Business Applications and Copilot.

Qualifications

• Provide leadership in relationship management, governance oversight, marketing strategy, contract management, financial management, content management, operational support, strong relationship building skills and highly organized.
• Deep Financial Services industry knowledge, including Banking & Capital Markets, Insurance, and Wealth & Asset Management, with an understanding of the business, regulatory, risk, data, AI and technology trends shaping transformation across the sector.
• Strong working knowledge of Microsoft ecosystem - including Azure, Data & AI, Security, Business Applications and Copilot - and the ability to position these capabilities against Financial Services transformation priorities.
• Ability to translate Financial Services client priorities into Microsoft-enabled alliance plays, joint go-to-market activities, pipeline acceleration and priority account activation.
• Experience in alliance management, business development, go-to-market activation or sector-led growth in a technology or professional services company.
• Experience and evidence of success in building and nurturing win-win alliance relationships with internal and external stakeholders.
• Highly credible communicator with excellent organization and project management skills and a proven track record delivering alliance sales, pipeline activation and revenue outcomes.
• A sector-minded alliance professional who can engage credibly with Financial Services leaders, connect industry priorities to Microsoft-enabled transformation, and convert strategic direction into practical field activation.
• A self-starter who is able to work independently while also communicating progress and challenges with others on the team.
• Comfortable escalating complex issues with recommendations to leadership.
• Strong organizational skills and ability to multi-task in support of multiple projects at a time.
• Comfortable working with others within EY with unique personalities, cultures and working styles and can adapt your approach to best interact.

Preferred Qualifications:

• Experience working across regions in a global alliance, partner or ecosystem-led sales model.
• Experience working in the Financial Services sector.
• Relevant Microsoft or enterprise technology certifications.