Principal Consultant – Wealth & Asset 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 growth strategy, platform design, product shelf 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 & Transformation
  – Creating unique solutions that drive our client’s business forward today & tomorrow
• Cost & Operational efficiency
  – Integrating new technologies and service models within processes to improve cost and operational efficiency
• Business Model Transformation
  – Challenging fundamental assumptions about our clients’ businesses to chart new paths to growth
• Investing &Planning
  – Building a holistic, well-rounded product and servicing system with support from the right partners
• Risk & Regulatory
  – Enhancing operations for rapidly changing regulatory environments
• Engagement & Adoption
  – Revolutionizing the way clients approach user engagement, product content, and learning & development for to drive increased adoption and RoI
• Wealth Tech, including BlackRock Aladdin and InvestCloud

About the Job:
As a Principal Consultant at Capco you will be playing a key role in the delivery of projects, working on client site to deliver large-scale change initiatives for leading clients across Financial Services, within Wealth and Asset Management.

Fitting that description, you will also need to be supremely personally motivated to work in a dynamic team environment.

What You’ll Get to Do:

• Utilize expert knowledge in wealth management, including but not limited to financial planning, goals-based planning, investment management, products, practice management, operations, technology and overall market trends
• Manage mid-sized projects and teams of consultants, taking oversight of delivery work and ensuring client satisfaction
• Manage client relationships, overseeing the implementation and quality control of projects with regards to both budget and content
• Act as a trusted adviser to clients by developing and maintaining strong relationships with stakeholders at all levels of organizations
• Create differentiated go-to market solution offerings and / or create Capco thought leadership
• Actively participate and lead business development activities
• Provide insightful career advice and feedback for team members to empower their careers

What You’ll Bring:

• 10+ years of experience from a premier management consulting firm preferred or experience at top-tier industry firm in wealth manager, FINRA and SEC broker dealers, investment advisors or asset managers
• Experience in strategic consulting, management consulting, program / project management, process improvement, business re-engineering
• Unique perspective on the wealth management industry and an area of specialty and a thirst for improving your expertise with a view to becoming an industry recognized expert
• Demonstrated ability to be an integral team member on large-scale, complex global projects (planning, designing, documenting, communicating)
• Ability to manage mid-size teams and provide insightful actionable feedback
• Entrepreneurial and creative spirit to build the Capco WAM business and help take us to the next level in our journey.
• 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 and willingness to travel 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.

WAM