McLean Godley

Management Consultant at EY | Wealth Solutions Strategy Leader | Corporate Strategy | Client Experience | Go To Market | Platform Modernization | Product Management | Digital Enablement | M&A | WealthTech | AI

Role
Management Consultant Wealth & Asset Management at EY
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About McLean Godley

Management Consultant specializing in Wealth solutions strategy, TAMP platform evolution, advisor experience, investment product strategy, workflow modernization, and enterprise data governance.I partner with leading financial institutions—including wealth managers, asset managers, custodians, and advisory platforms—to design and implement next-generation solutions across:• Wealth & Advice Platforms• Investment Products & Managed Accounts• TAMP Ecosystems & Advisor Experiences• Client Experience & Journey Redesign• Data Governance & Operational Modernization• AI-Enabled Advisory Workflows• Business & Product ArchitectureMy background blends strategy, product thinking, and transformation execution across front/middle/back-office functions. I specialize in translating complexity into scalable solutions that improve advisor productivity, client satisfaction, and operational efficiency.

Experience

  1. Management Consultant Wealth & Asset Management

    EY

    Jan 2022 — Present · Charlotte, NC, US

    Lead strategy and transformation programs across wealth platforms, investment products, TAMP integration, advisor experience, SMA/UMA, and enterprise operations.

Education

  • University of North Carolina at Charlotte

    Master of Business Administration - MBA

    2018 — 2019

  • East Carolina University

    Bachelor of Science (BS), Political Science

    2010 — 2014

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McLean Godley — Management Consultant Wealth & Asset Management at EY in Charlotte, NC, US | Unifers