Senior Delivery | Leadership Role — Wealth Management & Asset Management
Location: Toronto (Hybrid) | Practice Area: Wealth & Asset Management Consulting | Type: Permanent
Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.
The Role
We are seeking a senior leader with deep Wealth and Asset Management expertise to drive large-scale client transformation programs and lead strategic growth initiatives within our consulting practice.
This role requires a proven track record in managing complex platform conversions, integrations, and business transformations across wealth management and asset servicing domains. The ideal candidate combines strong strategic vision, hands-on delivery leadership, and exceptional stakeholder management skills, with the ability to influence senior executives across business and technology.
What You’ll Do
- Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating model transitions
- Serve as a trusted advisor to C-suite and executive leaders, guiding clients through critical strategic and operational change
- Define and deliver multi-year consulting engagements – from Diagnostic and roadmap phases through to implementation and post-conversion stabilization
- Build, lead, and inspire high-performing consulting teams, fostering a culture of accountability, collaboration, and client excellence
- Manage senior client relationships and navigate complex governance structures to ensure alignment and successful delivery outcomes
- Contribute to the growth of the Wealth & Asset Management practice by developing new business opportunities, expanding client accounts, and driving thought leadership in the market
- Represent the firm as an industry expert at conferences, panels, and client forums
- Partner with technology vendors, custodians, and service providers to stay ahead of industry trends and solutions
What We’re Looking For
- 12+ years of experience in Wealth Management, with extensive background in consulting, delivery leadership, or transformation management
- Proven experience leading conversion or migrations (e.g. platform modernization, custodial transitions, client book conversions, or data integrations)
- Strong domain knowledge spanning front, middle, and back office – including distribution, portfolio management, operations, and client reporting
- Deep understanding of regulatory frameworks, data governance, and change management in financial services
- Demonstrated success in building executive relationships and influencing across large, matrixed organizations
- Excellent leadership, communication, and negotiation skills
- Experience in Canadian or North American wealth markets strongly preferred
Why Join Capco
- Opportunity to lead high-impact enterprise-level programs with Tier 1 financial institutions in a collaborative, entrepreneurial culture
- Access continuous learning, certifications, and mentorship—while shaping the future of digital Wealth
Benefits (Toronto): Competitive comp with performance bonus; RRSP match/pension; extended health/dental/vision; life & critical illness; hybrid/flexible work; generous PTO & leaves; wellness support; transit/commuter perks; L&D budget and internal coaching.
