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About the Role
Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities. We deliver sustainable and tangible commercial value through impactful business and technology change. We are seeking experienced professionals with deep wealth management industry expertise or relevant consulting backgrounds to join our team.
Responsibilities
- Design and deliver discretionary, advisory, or pooled investment propositions across multiple asset classes and client segments.
- Lead strategic transformation projects, from new product launches to operational model redesign.
- Partner with clients to enhance efficiency, client experience, and regulatory compliance.
- Collaborate across multi-disciplinary teams to deliver measurable business outcomes.
- Contribute to practice development through mentoring, thought leadership, and internal initiatives.
Requirements
- 10+ years of experience in discretionary and/or advisory Wealth or Asset Management within a business or technology transformation context.
- In-depth understanding of client and product lifecycles — from onboarding and regulated advice to documentation, investment governance, and reporting.
- Strong knowledge of relevant rules, regulations, and operational frameworks.
- Proven ability to challenge existing approaches and explore new technologies to transform investment delivery and client engagement.
- A collaborative mindset and passion for driving positive change and measurable results.
Skills
- Experience designing and implementing new discretionary or advisory investment products.
- Expertise in outsourcing oversight, operational transformation, and automation.
- Knowledge of data-driven insights, digital platforms, and innovation in investment services.
- Strong presentation and stakeholder engagement skills.
- Professional qualifications such as PMP, Prince2, Lean Six Sigma, or IMC.
Location
- London
Work Type
- Hybrid
- Permanent
Experience Level
- 10+ years
Benefits
- Discretionary bonus
- Competitive pension
- Health insurance
- Life insurance
- Critical illness cover
- Easy access to CareFirst, Unmind, Aviva consultations, and in-house first aiders.
- Maternity, adoption, shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.
- 8 complimentary backup care sessions for emergency childcare or elder care.
- 5 weeks of annual leave with the option to buy or sell holiday days.
- Minimum 40 Hours of Training Annually
- Business Coach assigned from Day One
- Convenient online GP services.
- Gympass (Wellhub)
- Travel insurance
- Tastecard
- Season ticket loans
- Cycle to Work
- Dental insurance
About the Company
- Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities.
- Our work spans client service proposition design, business model reviews, regulatory change, digital and operating model transformation, and technology platform implementation.
- We deliver sustainable and tangible commercial value through impactful business and technology change.
- Deliver high-impact solutions for leading financial institutions.
- Work in a collaborative, flat, and entrepreneurial consulting culture.
- Access continuous learning, training, and industry certifications.
- Partner with clients shaping the future of digital financial services.
- Be part of a diverse, inclusive, and supportive environment that celebrates individuality.
Equal Opportunity
- We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help.
- We value each person’s unique perspective and contribution.
- At Capco, we believe that being yourself is your greatest strength.
- Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.