Capco
Management Consultant - Financial Services (Investment / Wealth/ Life and Pensions)
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Management Consultant – Wealth Platforms
Location: Glasgow, Edinburgh or London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent
Help shape platform solutions at the heart of financial services transformation
The Role
As a Management Consultant at Capco, you’ll work with leading financial institutions to deliver platform-led change across Wealth Management and Pensions. From proposition design and Target Operating Model definition to client training and platform configuration, you’ll be a trusted advisor in shaping solutions that support regulatory compliance, operational excellence, and strategic growth. You’ll combine your sector knowledge with consulting expertise to drive real impact for our clients.
What You’ll Do
Advise clients on proposition and platform requirements, drawing on market expertise and regulatory knowledge.
Support Target Operating Model design, integrating platform functionality with investment operations and client processes.
Lead the Model Wealth Solution (MWS) configuration process for platform implementations.
Deliver quality assurance, documentation, and knowledge transfer to support effective change delivery.
Provide ad-hoc consultancy, training, and ongoing platform advisory services.
What We’re Looking For
Experience working in consultancy or internal change roles in financial services, ideally pensions or wealth management.
Knowledge of investment platforms and related operational, regulatory, and product structures.
Experience implementing platforms at major institutions or with technology providers.
Familiarity with Model Wealth Solution and ability to lead platform configuration.
Strong written and verbal communication skills to support documentation and stakeholder engagement.
Bonus Points For
Experience in proposition definition, TOM design, or bespoke platform requirements gathering.
Background in regulatory advisory related to platforms or investment operations.
Experience delivering platform training or knowledge transfer services.
Consulting experience across both bespoke and off-the-shelf platform implementations.
Exposure to quality assurance processes within a project delivery environment.
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:
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 first aiders.
Family-Friendly: Maternity, adoption, 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: Minimum 40 Hours of Training Annually: Take your pick—workshops, certifications, e-learning—your growth, your way. Also, Business Coach assigned from Day One: Get one-on-one guidance to fast-track your goals 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 a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We welcome applicants from all backgrounds. At Capco, we value the difference you make, and the differences that make you. Our #BeYourselfAtWork culture champions diversity, equity and inclusivity, and we bring a collaborative mindset to our partnerships with clients and colleagues. #BeYourselfAtWork is the cornerstone of our success and a value that our employees live and breathe every day.
