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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 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: 

  • Design and implement solutions to complex business challenges across business strategy, operations, and technology in financial organizations 
  • Develop high-quality consulting deliverables including process maps, project plans, risk and issue logs, dependency maps, business requirements, roadmaps, and other key documentation. 
  • Conduct qualitative research and perform quantitative analysis by building quantitative models and interpreting large data sets to uncover insights and support client recommendations. 
  • Facilitate client interviews, workshops, and meetings to gather requirements, validate findings, and support decision-making. 
  • Contribute to practice growth by developing internal frameworks, toolkits, and reusable assets that enhance delivery quality across engagements. 
  • Support strategic initiatives such as market entry assessments and emerging themes in wealth management, including digital innovation, AI, and digital assets. 
  • Assist in developing thought leadership on industry trends, helping to position Capco and the team as trusted advisors within the wealth and asset management space. 
  • 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: 

  • 2+ years of experience in the wealth or asset management area of the financial services industry 
  • Experience within a management consulting firm or in roles such as project/program manager, product manager, business analyst, internal consultant, or similar 
  • Exposure to wealth or asset management, demonstrating knowledge across products, platforms, technology or operations 
  • Proven success in project delivery, demonstrating ownership, collaboration, and attention to detail. 
  • Proficiency in Microsoft Excel, PowerPoint (advanced level preferred), and other Microsoft products 
  • Familiarity with Agile methodologies is a plus; specifically, tools such as JIRA or Confluence. 
  • Ability to work effectively in cross-functional teams, engaging both technical and non-technical stakeholders to achieve shared goals. 
  • Excellent written and verbal communication skills, with the ability to influence and build relationships across all levels of an organization. 
  • Bachelor’s degree required, advanced degree a plus. 

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

$98,000 - $112,000 USD

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