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Capco

Financial Services · 8.2k people

Project Manager – Wealth & Asset Management

Posted 22 Oct

What’s this role about? Lead complex wealth platform transformations and post-merger integrations for financial institutions. Oversee end-to-end delivery of advisory and servicing models while integrating AI-enabled tools to enhance productivity and quality.

London, England
On-site
Full-time
5-10 years exp
77-79 Great Eastern Street, London, UK EC2A 3HU
Professional certificate

Skills required

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Company

About Capco Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent.

Capco

Capco, a Wipro company, is a management & technology consultancy dedicated to the financial services & energy industries

BankingCapital MarketsWealth & Investment ManagementFinanceRisk & Compliance and TechnologyInsuranceFinancial TechnologyManagement ConsultingConsultingBusiness Transformation
CCapco logo
5,001-10,000 employees
Financial Services
1998
Privately Held
546k LinkedIn followers
Raised $80M

Responsibilities

  • Location: London | Practice Area: Wealth & Asset Management | Type: Permanent
  • Lead complex Wealth & Asset Management transformation across the Front, Middle
  • and Back Office, driving operational excellence and successful post-integration
  • outcomes.
  • We are seeking an experienced Project Manager to support large-scale Wealth &
  • Asset Management (WAM) transformation programmes, with a focus on specialist
  • change across the Front, Middle and Back Office, Operational Excellence and
  • Post-Integration delivery.
  • This role will play a key part in overseeing end-to-end transformation across
  • the WAM value chain. You will work closely with client stakeholders, business,
  • operations and technology teams to deliver operating model change, optimise
  • processes and controls, integrate organisations and capabilities following
  • mergers or acquisitions, and drive sustainable improvements to client and
  • operational outcomes.
  • As AI continues to reshape financial services, you'll be expected to embrace
  • AI-enabled ways of working, using approved AI and automation tools to enhance
  • productivity, accelerate analysis, improve delivery quality and support better
  • client outcomes, while always applying human judgement and responsible AI
  • practices. You'll also help clients identify opportunities to embed AI-enabled
  • capabilities into programme delivery and future operating models where
  • appropriate, supporting innovation while maintaining robust governance and
  • oversight.
  • Lead complex WAM transformation initiatives spanning Front, Middle and Back
  • Office, coordinating business, operations, technology and change teams to
  • deliver successful outcomes.
  • optimise processes, strengthen controls, improve service delivery and realise
  • measurable efficiencies through technology, automation and approved
  • AI-enabled ways of working.
  • Lead Post-Integration transformation, including operating model alignment,
  • process and data integration, organisational change, transition planning and
  • benefits realisation following mergers, acquisitions or significant business
  • change.
  • stakeholder engagement across complex WAM programmes, using approved
  • AI-enabled tools where appropriate to improve programme oversight and
  • delivery.
  • Translate strategic objectives into executable change across areas such as
  • advisory and client servicing, portfolio and investment management,
  • investment operations, risk and controls, settlements, reconciliations,
  • custody and asset servicing.

Qualification

ConsultingFinance & AccountingManagement & LeadershipTechnology

Required

  • Demonstrable experience delivering complex transformation programmes within
  • Wealth & Asset Management, with specialist knowledge across one or more areas
  • of the Front, Middle or Back Office.
  • Strong understanding of the WAM operating environment and the processes,
  • controls and dependencies connecting investment, advisory, servicing and
  • operational functions.
  • Experience delivering Operational Excellence, Post-Integration, operating
  • model or large-scale business transformation within Wealth & Asset
  • Management.
  • business, operations and technology teams in complex environments.
  • Experience working within Agile or hybrid delivery frameworks, with a mindset
  • of continuous learning and curiosity for adopting AI-enabled ways of working
  • to improve productivity, quality and client outcomes while applying
  • responsible AI principles.

Preferred

  • Experience delivering change across multiple areas of the Front, Middle and
  • Back Office within Wealth or Asset Management.
  • integration or large-scale operating model transformation.
  • Knowledge of WAM technology ecosystems and platforms such as Avaloq, Temenos,
  • Aladdin or comparable solutions.
  • Exposure to FCA regulatory requirements within Wealth & Asset Management.
  • Professional qualifications such as PRINCE2 or PMP, or experience supporting
  • AI transformation initiatives or embedding AI capabilities (including
  • Generative AI, Agentic AI or intelligent automation) into programme delivery
  • within financial services.

Benefits

  • Deliver high-impact wealth transformation programmes for leading financial
  • institutions.
  • Work in a collaborative, flat and entrepreneurial consulting culture.
  • Access continuous learning, training and industry certifications.
  • Be part of a team shaping the future of wealth and asset management.
  • Help drive Operational Excellence, Post-Integration and transformation across
  • the WAM sector.
  • Core Benefits: Discretionary bonus, competitive pension, health insurance,
  • life insurance and critical illness cover.
  • Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and
  • in-house mental health first aiders.
  • Family-Friendly: Maternity, adoption and shared parental leave, plus paid
  • leave for sickness, pregnancy loss, fertility treatment, menopause and
  • bereavement.
  • Family Care: 8 complimentary backup care sessions for emergency childcare or
  • elder care.
  • Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell
  • holiday days based on your needs.
  • Continuous Learning: Your growth, your way – minimum 40 hours of training
  • annually. Choose from workshops, certifications and e-learning. A Business
  • Coach is assigned from Day One to provide one-to-one guidance and accelerate
  • your development.
  • Healthcare Access: Convenient online GP services.
  • Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket
  • loans, Cycle to Work and dental insurance.
  • We’re committed to making our recruitment process accessible and straightforward
  • for everyone. If you need any adjustments at any stage, just let us know – we’ll
  • be happy to help. We value each person’s unique perspective and contribution. At
  • Capco, we believe that being yourself is your greatest strength. Our
  • #BeYourselfAtWork culture encourages individuality and collaboration – a mindset
  • that shapes how we work with clients and each other every day.

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