Capco - Wealth & Asset Management Consultant - Managing Principal / Director level
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. • 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.
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.
Benefits
• 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. • We offer a competitive, people-first benefits package designed to support every aspect of your life: • Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover. • Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house first aiders. • Mental Health: • Family-Friendly: Maternity, adoption, shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement. • Family-Friendly: • Family Care: 8 complimentary backup care sessions for emergency childcare or elder care. • Family Care: • Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs. • Holiday Flexibility: • Continuous Learning: Minimum 40 Hours of Training Annually — take your pick; workshops, certifications, e-learning. A Business Coach is assigned from Day One for one-on-one guidance to accelerate your development. • Continuous Learning: • Healthcare Access: Convenient online GP services. • Healthcare Access: • Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance. • Inclusion at CapcoWe’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. • Inclusion at Capco
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