
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.
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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

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
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.
Interested in this role?
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