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Senior Consultant - Wealth & Asset Management

US - New York

About the Team:

Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry.

Capco’s Wealth & Asset Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to stay relevant and compete with their peers. At Capco, we combine deep expertise with practical industry know-how to help our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating operational efficiencies, and driving product innovation have made us sought after thought leaders in the financial services industry.

Our global team of specialized consultants partners with a wide array of wealth managers, asset managers, and FinTech companies. We offer end-to-end solutions that bring scale, efficiency, revenue, and customer satisfaction so that our clients can emerge as industry leaders.

About the Job:  

Capco’s Wealth & Asset Management Practice engages in a variety of initiatives providing solutions from strategy through execution. As a Senior Consultant, you’ll help shape the future of the financial services industry — advising senior executives on strategy, driving complex programs, and designing next-generation platforms that elevate both client and advisor experiences. 

As a Senior Consultant on the Wealth & Asset Management Team at Capco you will work in a fast-paced team setting, alongside industry experts, allowing you to become an expert in financial products, processes and technology. Our people are client-facing leaders who combine industry expertise with core consulting skills, such as problem identification, root cause analysis, solution design, and implementation. You will leverage your learnings and consulting expertise to better understand how to help advance our clients’ progress towards meeting their evolving goals. 

What You’ll Get to Do:  

  • Take ownership of strategic client engagements—leading workstreams and collaborating directly with senior stakeholders to solve complex business challenges. 
  • Deliver impactful programs across strategy, operations, technology, and organization design, ensuring alignment across people, process, policy, and systems. 
  • Develop data-driven insights, analyses, and recommendations to enhance client performance and provide strategic guidance across financial products. 
  • Drive business development efforts by identifying new opportunities, building client relationships, and supporting proposal development and sales pursuits. 
  • Contribute to the growth of Capco’s Wealth & Asset Management practice by developing new solutions, frameworks, and reusable assets that can be applied across engagements. 
  • Support the development of internal business strategy such as for market entry into emerging areas within Wealth Management, such as digital innovation, artificial intelligence, and digital currencies. 
  • Develop and share thought leadership on emerging industry trends, positioning yourself and Capco as a trusted subject matter expert. 

What You’ll Bring with You:  

  • 5+ years of experience in management consulting or within the wealth or asset management industry in roles such as project/program manager, product manager, business analyst, internal consultant, or similar role 
  • Strong understanding of wealth or asset management, demonstrating knowledge across products, platforms, technology or operations 
  • Proven track record of successful project delivery, demonstrating strong ownership, execution, and stakeholder management skills. 
  • Comprehensive understanding of financial services, ideally including wealth or asset management products, platforms, technology, and operations. 
  • Exceptional communication and presentation abilities, with the confidence to engage, influence, and build relationships across senior internal and external stakeholders. 
  • Strong analytical and problem-solving skills, with the ability to translate complex data or business issues into actionable insights. 
  • Highly organized and adaptable, able to structure work effectively in dynamic or ambiguous environments. 
  • Proficiency in Microsoft Excel and PowerPoint (advanced level preferred). 
  • Bachelor’s degree required; advanced degree or MBA preferred. 

Why Capco?

A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.

We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.

Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.

We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.

Ready to take the Next Step?

If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.

 

We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.

 

#LI-JC1

US Pay Range

$125,000 - $145,000 USD

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