Wealth & Asset Management Consultant - Managing Principal / Director level

Capco
London, England, United Kingdom
Full Time
Hybrid
Senior
0+
Professional Certificate
Consulting Financial Services Insurance

Posted 3 days ago

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Excellent 4.7

Job summary

Senior consulting role supporting wealth and asset management firms with strategic initiatives, product development, operational transformation, regulatory adherence, and client engagement enhancements.

Responsibilities

Design and deliver discretionary, advisory, or pooled investment propositions while leading strategic transformation projects for wealth managers and private banks. Collaborate with multi-disciplinary teams to enhance operational efficiency, client experience, and regulatory compliance.

Qualifications

asset management automation client onboarding digital platforms investment governance investment propositions product design and launch regulatory compliance stakeholder engagement wealth management

Requires 10+ years of experience in discretionary or advisory wealth management within a business or technology transformation context. Candidates must possess deep industry expertise and a proven ability to drive measurable business outcomes.

English

Benefits

  • Discretionary bonus
  • Competitive pension
  • Health insurance
  • Life insurance
  • Critical illness cover
  • Mental health support
  • Maternity leave
  • Adoption leave
  • Shared parental leave
  • Backup care sessions
  • Annual leave
  • Training
  • Business coaching
  • Online GP services
  • Gympass
  • Travel insurance
  • Tastecard
  • Season ticket loans
  • Cycle to work scheme
  • Dental insurance

Company

Capco
Financial Services
Location
London, England, United Kingdom
Website
capco.com

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Excellent 4.7
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