Wealth & Asset Management Consultant - Managing Principal / Director level

Capco
London
Workplace: HybridFull timeFunction: Consulting & AdvisoryExperience: 10+ yearsSkills: ["Collaboration","Stakeholder management","Presentation","Mentoring","Thought leadership"]

Design and deliver discretionary, advisory, and pooled investment propositions across asset classes and client segments. Lead strategic transformation initiatives spanning product launches and operating model redesign, while partnering with clients to improve efficiency, client experience, and regulatory compliance. Collaborate with multi-disciplinary teams to drive measurable business outcomes, and support practice development through mentoring and thought leadership.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Capco
Capco
1 day ago

Wealth & Asset Management Consultant - Managing Principal / Director level

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Design and deliver discretionary, advisory, and pooled investment propositions across asset classes and client segments. Lead strategic transformation initiatives spanning product launches and operating model redesign, while partnering with clients to improve efficiency, client experience, and regulatory compliance. Collaborate with multi-disciplinary teams to drive measurable business outcomes, and support practice development through mentoring and thought leadership.
Location: London
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Director level

Key Responsibilities

  • •Design and deliver discretionary, advisory, or pooled investment propositions across multiple asset classes and client segments.
  • •Lead strategic transformation projects, including new product launches and 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.

Pay and Benefits

Perks:Annual BonusPensionHealth InsuranceLife InsuranceCritical IllnessMaternity LeaveShared ParentalAnnual LeaveDentalGym MembershipCycle ToTraining

Key Requirements

  • •10+ years’ 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, including regulated advice, documentation, investment governance, and reporting.
  • •Strong knowledge of relevant rules, regulations, and operational frameworks.
  • •Proven ability to challenge existing approaches and evaluate new technologies to transform investment delivery and client engagement.
  • •Collaborative mindset with a focus on measurable results and positive change.
Experience:10+ yearsWealth managementAsset managementFinancial servicesConsulting
Skills:CollaborationStakeholder managementPresentationMentoringThought leadership
Certifications:PMPPrince2Lean Six SigmaIMC

Company Brief

Capco
Global management and technology consultancy specializing in financial services. Capco advises banks, insurers, and capital markets firms on digital transformation, risk and compliance, technology implementation, and operational improvement, combining industry expertise with advisory and engineering capabilities.
Industry: Management Consulting
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: London, United Kingdom
Founded: 1998
Glassdoor
Glassdoor: 3.7
WebsiteLinkedIn