Wealth & Asset Management Consultant – Managing Principal / Director level

Company: Capco
Apply for the Wealth & Asset Management Consultant – Managing Principal / Director level
Location: London
Job Description:

Overview

In this role, you will shape discretionary and advisory investment solutions for wealth and asset management clients, leading transformation programs and collaborating with multi-disciplinary teams. You will help clients improve efficiency, client experience, and regulatory compliance while contributing to Capco’s practice development. The position offers exposure to product design, governance, and technology-enabled delivery at scale, within a collaborative, entrepreneurial culture. You will play a key part in advancing digital platforms and new investment propositions that drive measurable business impact.

Pay / Benefits

  • Discretionary bonus
  • pension
  • health insurance
  • life insurance
  • mental health support (CareFirst, Unmind, Aviva consultations)
  • family-friendly leave and related support

Responsibilities

  • Design and deliver discretionary, advisory, or pooled investment propositions across asset classes and client segments
  • Lead strategic transformation projects from new product launches to operating model redesign
  • Partner with clients to improve 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

Key requirements

  • 10+ years of experience in discretionary and/or advisory Wealth or Asset Management within a business or technology transformation context
  • Deep 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
  • Collaborative mindset and passion for driving positive change and measurable results
  • collaborative mindset
  • stakeholder engagement
  • ability to challenge status-quo
  • investment proposition design
  • operational transformation
  • automation

…

Posted: October 1st, 2026