Wealth & Asset Management Consultant - Managing Principal / Director level
Job Description
<p> </p> <h3 data-start="321" data-end="392"><strong data-start="325" data-end="390">Wealth & <em class="Highlight ht6f867252-b930-4039-a8fa-113ca89042e8">Asset Management</em> Discretionary / Advisory Specialist</strong></h3> <p data-start="393" data-end="493"><strong data-start="393" data-end="406">Location:</strong> London (Hybrid) | <strong data-start="425" data-end="443">Practice Area:</strong> Wealth & <em class="Highlight ht6f867252-b930-4039-a8fa-113ca89042e8">Asset Management</em> | <strong data-start="472" data-end="481">Type:</strong> Permanent</p> <p data-start="495" data-end="546"><strong data-start="495" data-end="544">Shape the future of Wealth & <em class="Highlight ht6f867252-b930-4039-a8fa-113ca89042e8">Asset Management</em></strong></p> <p data-start="548" data-end="995"><strong data-start="548" data-end="560">The Role</strong><br data-start="560" data-end="563">Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities. Our work spans client service proposition design, business model reviews, regulatory change, digital and operating model transformation, and technology platform implementation. We deliver sustainable and tangible commercial value through impactful business and technology change.</p> <p data-start="997" data-end="1242">To support our continued growth, we’re seeking experienced professionals with deep wealth management industry expertise or relevant consulting backgrounds to join our team as a <strong data-start="1174" data-end="1239">Wealth & <em class="Highlight ht6f867252-b930-4039-a8fa-113ca89042e8">Asset Management</em> Discretionary / Advisory Specialist</strong>.</p> <p data-start="1244" data-end="1264"><strong data-start="1244" data-end="1262">What You’ll Do</strong></p> <ul data-start="1265" data-end="1785"> <li data-start="1265" data-end="1397"> <p data-start="1267" data-end="1397">Design and deliver discretionary, advisory, or pooled investment propositions across multiple asset classes and client segments.</p> </li> <li data-start="1398" data-end="1498"> <p data-start="1400" data-end="1498">Lead strategic transformation projects, from new product launches to operational model redesign.</p> </li> <li data-start="1499" data-end="1592"> <p data-start="1501" data-end="1592">Partner with clients to enhance efficiency, client experience, and regulatory compliance.</p> </li> <li data-start="1593" data-end="1681"> <p data-start="1595" data-end="1681">Collaborate across multi-disciplinary teams to deliver measurable business outcomes.</p> </li> <li data-start="1682" data-end="1785"> <p data-start="1684" data-end="1785">Contribute to practice development through mentoring, thought leadership, and internal initiatives.</p> </li> </ul> <p data-start="1787" data-end="1815"><strong data-start="1787" data-end="1813">What We’re Looking For</strong></p> <ul data-start="1816" data-end="2424"> <li data-start="1816" data-end="1959"> <p data-start="1818" data-end="1959">10+ years of experience in discretionary and/or advisory Wealth or <em class="Highlight ht6f867252-b930-4039-a8fa-113ca89042e8">Asset Management</em> within a business or technology transformation context.</p> </li> <li data-start="1960" data-end="2114"> <p data-start="1962" data-end="2114">In-depth understanding of client and product lifecycles — from onboarding and regulated advice to documentation, investment governance, and reporting.</p> </li> <li data-start="2115" data-e