Managing Principal – Wealth Management 

About the Team: 

Capco’s Wealth and Asset Management practice helps support clients to stay ahead of industry trends and consequently define and deliver on their future business strategy. This allows Capco to support the complete value chain from defining their strategy, platform design, product shelf and client and advisor experience design. Additionally, in light of cost pressures, Capco continues to support wealth and asset managers optimize operating models and service models to drive efficiencies. We are experts in the following areas:

  • Digital Strategy and Transformation
  • Cost and Operational Efficiency
  • Business Model Transformation
  • Investing and Planning
  • Advanced Technology and Modern Delivery
  • Engagement and Adoption

About the Job: 

As a Managing Principal on the Wealth & Asset Management team, you will work in a fast-paced team setting, alongside industry experts. You will help lead local office business development, as well as build a sense of community with all level consultants in the market. You will become an expert in deploying technical solutions complimented by the creation of new business process changes. You will leverage your learnings and consulting expertise to better understand how to help advance our clients’ progress towards meeting their evolving needs.

What You’ll Get to Do: 

  • Provide end-to-end oversight for the delivery of complex, large-scale initiatives
  • Support commercial growth of business across wealth and asset management
  • Lead and mentor resources to grow in their careers
  • Act as a key leader in growth market
  • Synthesize market and industry trends into clearly articulated, tailored, and market differentiated client solutions
  • Produce insights, analyses and recommendations to improve client performance, drive understanding of client issues and provide strategic guidance
  • Proactively engage with clients and Capco leadership in regular strategic & planning discussions; cultivate and manage a pipeline of work with clients

What You’ll Bring: 

  • 14+ years of relevant experience in financial services
  • 10+ years in management or technology consulting
  • Experience in strategic consulting, management consulting, project management, process improvement, business re-engineering
  • Experience at top-tier industry firm in wealth management, FINRA and SEC broker dealer and investment advisor regulations
  • Financial services/business consultancy, preferably in Wealth Management
  • Diverse problem-solving experience, such as experience with a top management consulting firm or in other generalist problem solving environments across financial services sectors
  • Outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
  • Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
  • Bachelor’s degree

Why CAPCO?

You will join a company that supports and encourages an entrepreneurial outlook and independent thinking. Capco is not about organizational charts and layers – we operate with little hierarchy because we want all employees to feel that Capco is their firm.   

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. 

 

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