Wealth Strategy Principal Consultant

About the Team:

Capco is a distinctly and positively different place to work. Much more than consultants, we are active participants in the global financial services industry. Our passionate business and technology professionals enjoy a unique environment where they are actively encouraged to apply intellect, innovation, experience and teamwork. We are dedicated to fully supporting our world class clients as they respond to challenges and opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management. 

Capco’s Wealth practice specializes in strategy to execution client initiatives. We pride ourselves on delivery excellence across four main areas:

• Strategy: C-level Advisory on mission critical issues with a fact-based approach leveraging deep insights into industry and customer dynamics.
• Client & Advisor Experience: Transformation of client & advisor experience across UHNW, HNW and mass affluent businesses and core functions.
• Operational Excellence Enhancing operational excellence and efficiency across front-, middle- and back-office.
• Risk, Regulatory & Compliance: Transforming risk, control and compliance functions and deliver change programs.

What You’ll Get to Do: 

• Focus on strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy, digital strategy and transformation.
• Have an opportunity to play a major role in projects like developing market entry strategy for Wealth Management practice with a focus on business strategy, digital strategy and transformation.
• Critically think through storyboard, work with SMEs to develop thought leadership content in both domain and capability and participate in client pitches.
• Execute large-scale complex transformation programs across people, policy, process & technology within exposure to senior client management.
• Develop thought leadership around future of different industry topics through content and capacity leadership.

What You’ll Bring With You:

• 8+ years of experience in a Financial Services and/or Professional consulting firm 
• Proven record of success in project delivery  
• Experience advising and delivering change projects as part of a long-term strategic partnership with leading financial institutions  
• Excellent verbal and written communication skills with the ability to liaise and influence a range of internal and external stakeholders  
• Experience with wealth management, client onboarding, payments management, or security- based lending.
• Proven track record of delivering large scale transformations.
• Bachelor's degree 

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

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