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.
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
- Deliver high-impact solutions supporting the growth and development of our people
- Work in a collaborative, flat, and entrepreneurial consulting culture
- Access continuous learning, training, and development opportunities
- Be part of a team shaping the future of learning within financial services
- Contribute to a culture of continuous improvement and innovation
We offer a competitive, people-first benefits package designed to support every aspect of your life:
- Comprehensive Benefits Coverage – 100% company-paid health, life, and disability insurance effective from Day 1 of employment.
- Retirement Savings Program – Registered Retirement Savings Plan (RRSP) with employer matching options.
- Virtual Health Care – Company-paid virtual care program available to employees and dependents.
- Employee & Family Assistance Program (EFAP) – Professional and confidential support for you and your family.
- Parental Leave Top-Up – Enhanced benefits available from Day 1 of employment.
Inclusion at Capco
We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.
Skills Required
- 12+ years of experience in Wealth Management
- Extensive background in consulting, delivery leadership, or transformation management
- Proven experience leading conversion or migrations such as platform modernization or data integrations
- Strong domain knowledge across front, middle, and back office
- Deep understanding of regulatory frameworks and change management in financial services
- Experience in Canadian or North American wealth markets
What the Team is Saying
Capco Compensation & Benefits Highlights
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Wellbeing & Lifestyle Benefits — Wellbeing resources are extensive, featuring a global platform with a Mental Health Hub, EAP-style support, coaching, financial-wellness content, and regional wellbeing events. These offerings position health and lifestyle support as a core part of the employee experience.
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Parental & Family Support — Family-friendly design includes enhanced maternity, adoption, and shared parental leave along with paid leave for pregnancy loss, fertility treatment, menopause, and bereavement. U.S. Return-to-Work materials highlight flexibility and structured support for caregiving needs.
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Inclusive Benefits Coverage — Recognition on the Human Rights Campaign Corporate Equality Index signals LGBTQ+ inclusive policies and benefits in the U.S. context. This reflects intentional coverage for diverse families and life stages.
Capco Insights
What We Do
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Why Work With Us
We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture
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Capco Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
