Senior Delivery | Leadership Role — Wealth Management & Asset Management
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.
The Role
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
- Opportunity to lead high-impact enterprise-level programs with Tier 1 financial institutions in a collaborative, entrepreneurial culture
- Access continuous learning, certifications, and mentorship—while shaping the future of digital Wealth
Benefits (Toronto): Competitive comp with performance bonus; RRSP match/pension; extended health/dental/vision; life & critical illness; hybrid/flexible work; generous PTO & leaves; wellness support; transit/commuter perks; L&D budget and internal coaching.
What the Team is Saying
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.
