About the team:

Capco’s Wealth 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 450+ 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:

As a Senior Consultant in the Wealth Management practice, you will work in a fast-paced, collaborative environment alongside industry experts. You will become adept in cross-functional, project delivery that spans various products, platforms, and services offered by Wealth and Asset Managers. Beyond industry expertise, our consultants leverage core consulting skills such as problem statement framing, root cause analysis, process rationalization, and exceptional communication tactics to effectively advise and guide our clients.

What You’ll Get to Do:

  • Focus on strategic client engagements with a concentration on automation, digitization, and growth transformation in the Wealth and Asset Management space
  • Sample projects include defining client user experiences, driving product innovation, developing engagement and adoption strategies, and creating technological/operational efficiencies through automation
  • Independently manage small to medium size change delivery projects
  • Learn and apply Capco’s capabilities around design thinking, rapid prototyping, and agile development in your engagement with existing and potential clients
  • Author thought leadership content on cutting edge concepts disrupting the financial services industry

What You’ll Bring with You:

  • 5+ years of experience from a premier management consulting firm or in the Wealth/Asset Management industry
  • 2-4 years' experience with technology management or development
  • Exposure to multiple project management methodologies including, but not limited to Agile and Waterfall
  • Diverse problem-solving experience
  • Experience in successfully delivering business and technology projects with an understanding of product development lifecycle
  • Development productivity tools (JIRA, TFS, or other)
  • Openness to an environment of active developmental feedback from peers
  • Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
  • Bachelor's Degree 
  • Ability to travel out of state Monday through Thursday as needed 

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 and employer matching, 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 you’re serious about rising as far and as fast as your work and achievements can take you and you’re ready to write the next chapter of your career story: a challenging and rewarding role as a Capco Management Consultant, then apply today and join the Capco Family.

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