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
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