Project Manager – Wealth & Asset Management
Location: London | Practice Area: Wealth & Asset Management | Type: Permanent
Lead complex Wealth & Asset Management transformation across the Front, Middle and Back Office, driving operational excellence and successful post-integration outcomes.
The Role
We are seeking an experienced Project Manager to support large-scale Wealth & Asset Management (WAM) transformation programmes, with a focus on specialist change across the Front, Middle and Back Office, Operational Excellence and Post-Integration delivery.
This role will play a key part in overseeing end-to-end transformation across the WAM value chain. You will work closely with client stakeholders, business, operations and technology teams to deliver operating model change, optimise processes and controls, integrate organisations and capabilities following mergers or acquisitions, and drive sustainable improvements to client and operational outcomes.
As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into programme delivery and future operating models where appropriate, supporting innovation while maintaining robust governance and oversight.
What You’ll Do
Lead complex WAM transformation initiatives spanning Front, Middle and Back Office, coordinating business, operations, technology and change teams to deliver successful outcomes.
Drive Operational Excellence initiatives, identifying opportunities to optimise processes, strengthen controls, improve service delivery and realise measurable efficiencies through technology, automation and approved AI-enabled ways of working.
Lead Post-Integration transformation, including operating model alignment, process and data integration, organisational change, transition planning and benefits realisation following mergers, acquisitions or significant business change.
Manage RAID processes, governance forums, budgets, dependencies and stakeholder engagement across complex WAM programmes, using approved AI-enabled tools where appropriate to improve programme oversight and delivery.
Translate strategic objectives into executable change across areas such as advisory and client servicing, portfolio and investment management, investment operations, risk and controls, settlements, reconciliations, custody and asset servicing.
What We’re Looking For
Demonstrable experience delivering complex transformation programmes within Wealth & Asset Management, with specialist knowledge across one or more areas of the Front, Middle or Back Office.
Strong understanding of the WAM operating environment and the processes, controls and dependencies connecting investment, advisory, servicing and operational functions.
Experience delivering Operational Excellence, Post-Integration, operating model or large-scale business transformation within Wealth & Asset Management.
Proven stakeholder management and project delivery experience across business, operations and technology teams in complex environments.
Experience working within Agile or hybrid delivery frameworks, with a mindset of continuous learning and curiosity for adopting AI-enabled ways of working to improve productivity, quality and client outcomes while applying responsible AI principles.
Bonus Points For
Experience delivering change across multiple areas of the Front, Middle and Back Office within Wealth or Asset Management.
Experience supporting post-merger integration, acquisitions, business integration or large-scale operating model transformation.
Knowledge of WAM technology ecosystems and platforms such as Avaloq, Temenos, Aladdin or comparable solutions.
Exposure to FCA regulatory requirements within Wealth & Asset Management.
Professional qualifications such as PRINCE2 or PMP, or experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI or intelligent automation) into programme delivery within financial services.
Why Join Capco
Deliver high-impact wealth transformation programmes for leading financial institutions.
Work in a collaborative, flat and entrepreneurial consulting culture.
Access continuous learning, training and industry certifications.
Be part of a team shaping the future of wealth and asset management.
Help drive Operational Excellence, Post-Integration and transformation across the WAM sector.
Benefits
Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house mental health first aiders.
Family-Friendly: Maternity, adoption and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement.
Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
Continuous Learning: Your growth, your way – minimum 40 hours of training annually. Choose from workshops, certifications and e-learning. A Business Coach is assigned from Day One to provide one-to-one guidance and accelerate your development.
Healthcare Access: Convenient online GP services.
Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work and dental insurance.
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.
#LI-NL1
Skills Required
- Experience delivering transformation programmes within Wealth & Asset Management
- Experience overseeing platform implementation or post-integration delivery within wealth environments
- Strong understanding of advisory, servicing, and mass affluent client models
- Proven stakeholder management experience across business and technology teams
- Experience working within Agile or hybrid delivery frameworks
- Direct experience with Avaloq, Temenos, Aladdin, or comparable wealth platforms
- Experience supporting post-merger integration or large-scale operating model transformation
- Exposure to FCA regulatory requirements within wealth management
- Professional qualifications such as PRINCE2 or PMP
- CISI qualification or equivalent industry certification
What the Team is Saying
Capco Compensation & Benefits Highlights
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Healthcare Strength — Health, dental, and vision coverage in the U.S. are characterized as strong, with good coverage and favorable costs. Mental health resources and broader wellbeing programs are also emphasized as part of a comprehensive package.
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Leave & Time Off Breadth — PTO and paid holidays are described as generous, with multiple mentions of strong vacation allowances. While client work can affect usage, the underlying entitlement is presented as solid.
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Parental & Family Support — Company materials highlight enhanced family-friendly policies, including substantial maternity and paternity leave. Flexibility and return-to-work support reinforce a family-oriented approach.
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.
