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Technical Delivery Lead (Managing Principal) — Wealth Management

Capco • Canada - Toronto

Job Description

<p><strong>Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.</strong></p> <p>We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms.<br><br>You will partner closely with CIOs, CTOs, and senior business leaders, acting as a trusted advisor to shape technology strategy, architecture decisions, and transformation roadmaps.<br><br>You’ll connect business strategy to complex technology landscapes, applying leading practices to deliver scalable, future-ready solutions that drive cost efficiency, performance, and growth across the end-to-end Wealth Management value chain—including Product Manufacturing, Investment Operations, Distribution & Client Management, and Front Office/Advisor Experience.</p> <p><strong>What You'll Do!</strong></p> <ul> <li>Lead end-to-end technology delivery across the Wealth value chain, aligning execution with enterprise strategy and executive priorities</li> <li>Advise CIO/CTO stakeholders on leading practices, including platform modernization, operating model design, and build vs. buy decisions</li> <li>Provide technology leadership across Manufacturing, Back Office, Distribution, and Front Office domains</li> <li>Shape target-state architecture using domain-driven design, microservices, event-driven architecture, and API-led ecosystems</li> <li>Translate executive strategy into delivery plans including roadmaps, OKRs, budgets, and vendor governance</li> <li>Drive measurable outcomes such as improved STP, reduced latency, optimized cost-to-serve, and enhanced client/advisor experience</li> <li>Elevate engineering maturity by establishing best practices, standards, and delivery playbooks</li> </ul> <p><strong>What We're Looking For</strong></p> <ul> <li>At least 15 years of proven <strong>consulting and delivery leadership in Wealth and Asset Management</strong> across multiple domains</li> <li>Experience engaging CIO/CTO/COO stakeholders and influencing strategic decision-making</li> <li>Strong technical fluency across Digital Engineering, Cloud (AWS/Azure), APIs and Event Streaming, data platforms | modernization and DevOps/SRE</li> <li>Hands-on experience integrating with wealth platforms, custodians, and market data providers (g., Charles River /Eagle/SS&C/SimCorp/Broadridge).</li> <li>Regulatory awareness across North American Wealth (KYC/AML, FATCA/CRS, CFR, PIPEDA/OSFI)</li> </ul> <p><strong>Bonus Points</strong></p> <ul> <li>Cloud certs (AWS/Azure), API/streaming at scale, data quality & lineage tooling.</li> <li>Experience with <strong>Salesforce FSC</strong>, Appian/PEGA, or analytics/GenAI assistants for advisors/ops.</li> <li>CFA/CIPM awareness (performance/attribution) or equivalent domain depth.</li> </ul> <p data-start="2235" data-end="2255"><strong data-start="2235" data-end="2253">Why Join Capco</strong></p> <ul data-start="2256" data-end="2621"> <li data-section-id="7p657y" data-start="2256" data-end="2334">Deliver high-impact technology solutions for Tier 1 financial institutions</li> <li data-section-id="xvhdw1" data-start="2335" data-end="2408">Work in a collaborative, flat, and entrepreneurial consulting culture</li> <li data-section-id="y6uur3" data-start="2409" data-end="2478">Access continuous learning, training, and industry certifications</li> <li data-section-id="5570nj" data-start="2479" data-end="2549">Be part of a team shaping the future of d

Job Reference ID: CF-169406 • Posted on CloudFrame Job Scanner