Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.
We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms.
You will partner closely with CIOs, CTOs, and senior business leaders, acting as a trusted advisor to shape technology strategy, architecture decisions, and transformation roadmaps.
You’ll connect business strategy to complex technology landscapes, applying leading practices to deliver scalable, future-ready solutions that drive cost efficiency, performance, and growth across the end-to-end Wealth Management value chain—including Product Manufacturing, Investment Operations, Distribution & Client Management, and Front Office/Advisor Experience.
What You'll Do!
- Lead end-to-end technology delivery across the Wealth value chain, aligning execution with enterprise strategy and executive priorities
- Advise CIO/CTO stakeholders on leading practices, including platform modernization, operating model design, and build vs. buy decisions
- Provide technology leadership across Manufacturing, Back Office, Distribution, and Front Office domains
- Shape target-state architecture using domain-driven design, microservices, event-driven architecture, and API-led ecosystems
- Translate executive strategy into delivery plans including roadmaps, OKRs, budgets, and vendor governance
- Drive measurable outcomes such as improved STP, reduced latency, optimized cost-to-serve, and enhanced client/advisor experience
- Elevate engineering maturity by establishing best practices, standards, and delivery playbooks
What We're Looking For
- At least 15 years of proven consulting and delivery leadership in Wealth and Asset Management across multiple domains
- Experience engaging CIO/CTO/COO stakeholders and influencing strategic decision-making
- Strong technical fluency across Digital Engineering, Cloud (AWS/Azure), APIs and Event Streaming, data platforms | modernization and DevOps/SRE
- Hands-on experience integrating with wealth platforms, custodians, and market data providers (g., Charles River /Eagle/SS&C/SimCorp/Broadridge).
- Regulatory awareness across North American Wealth (KYC/AML, FATCA/CRS, CFR, PIPEDA/OSFI)
Bonus Points
- Cloud certs (AWS/Azure), API/streaming at scale, data quality & lineage tooling.
- Experience with Salesforce FSC, Appian/PEGA, or analytics/GenAI assistants for advisors/ops.
- CFA/CIPM awareness (performance/attribution) or equivalent domain depth.
Why Join Capco
- Deliver high-impact technology solutions for Tier 1 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 digital financial services
- Help shape the future of digital transformation across FS & Energy.
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
- Retirement Savings Program – RRSP with optional employer matching contributions
- Virtual Health Care – Company-paid access for employees and dependents
- Parental Leave Top-Up – Enhanced parental leave benefits from Day 1
- Wellness Support – Lifestyle spending account to promote health and wellbeing
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.
Use of Artificial Intelligence in Talent Acquisition
At Capco, we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates, speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements, and AI-scheduling applications to improve the efficiency of interview coordination.
AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.
Why This Role Is Open
We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs, and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.
#LI-Hybrid
Skills Required
- At least 15 years of consulting and delivery leadership experience in Wealth and Asset Management across multiple domains
- Experience engaging CIO, CTO, and COO stakeholders and influencing strategic decisions
- Technical fluency across digital engineering, AWS or Azure, APIs, event streaming, data platforms, modernization, and DevOps/SRE
- Hands-on experience integrating with wealth platforms, custodians, and market data providers such as Charles River, Eagle, SS&C, SimCorp, or Broadridge
- Regulatory awareness across North American Wealth, including KYC/AML, FATCA/CRS, CFR, PIPEDA, and OSFI
- AWS or Azure cloud certifications
- Experience with API or event streaming at scale and data quality or lineage tooling
- Experience with Salesforce FSC, Appian, PEGA, or analytics/GenAI assistants for advisors or operations
- CFA or CIPM awareness, particularly performance and attribution
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.
