Capco

2 months ago

Managing Principal, Wealth and Asset Management

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior leadership role in Capco’s Wealth & Asset Management Consulting practice, driving large-scale client transformations, platform conversions, and data migrations. Leads multi-year engagements, manages executive relationships, mentors high-performing teams, and shapes growth strategy across Canadian/North American wealth markets.

Location: Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Director level

Key Responsibilities

•Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating model transitions
•Serve as a trusted advisor to C-suite and executive leaders, guiding clients through critical strategic and operational change
•Define and deliver multi-year consulting engagements – from Diagnostic and roadmap phases through to implementation and post-conversion stabilization
•Build, lead, and inspire high-performing consulting teams, fostering a culture of accountability, collaboration, and client excellence
•Manage senior client relationships and navigate complex governance structures to ensure alignment and successful delivery outcomes

Pay and Benefits

Perks:Health InsuranceLife InsuranceDisability InsuranceRrspPar Parental

Key Requirements

•12+ years of experience in Wealth Management, with extensive background in consulting, delivery leadership, or transformation management
•Proven experience leading conversion or migrations (e.g. platform modernization, custodial transitions, client book conversions, or data integrations)
•Strong domain knowledge spanning front, middle, and back office – including distribution, portfolio management, operations, and client reporting
•Deep understanding of regulatory frameworks, data governance, and change management in financial services
•Demonstrated success in building executive relationships and influencing across large, matrixed organizations

Experience:12+ yearsWealth managementConsultingTransformation

Skills:LeadershipCommunicationNegotiationStakeholder managementTeam leadership

Languages:English

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: 3.7

Website LinkedIn

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Capco

2 months ago

Managing Principal, Wealth and Asset Management

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Director level

Key Responsibilities

•Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating model transitions
•Serve as a trusted advisor to C-suite and executive leaders, guiding clients through critical strategic and operational change
•Define and deliver multi-year consulting engagements – from Diagnostic and roadmap phases through to implementation and post-conversion stabilization
•Build, lead, and inspire high-performing consulting teams, fostering a culture of accountability, collaboration, and client excellence
•Manage senior client relationships and navigate complex governance structures to ensure alignment and successful delivery outcomes

Pay and Benefits

Perks:Health InsuranceLife InsuranceDisability InsuranceRrspPar Parental

Key Requirements

•12+ years of experience in Wealth Management, with extensive background in consulting, delivery leadership, or transformation management
•Proven experience leading conversion or migrations (e.g. platform modernization, custodial transitions, client book conversions, or data integrations)
•Strong domain knowledge spanning front, middle, and back office – including distribution, portfolio management, operations, and client reporting
•Deep understanding of regulatory frameworks, data governance, and change management in financial services
•Demonstrated success in building executive relationships and influencing across large, matrixed organizations

Experience:12+ yearsWealth managementConsultingTransformation

Skills:LeadershipCommunicationNegotiationStakeholder managementTeam leadership

Languages:English

Company Brief

Capco

Industry: Management Consulting

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: London, United Kingdom

Founded: 1998

Glassdoor: 3.7

Website LinkedIn