Project Manager – Wealth & Asset Management
Location: London | Practice Area: Wealth & Asset Management | Type: Permanent
Lead complex wealth platform transformations and help shape the future of advisory and servicing models.
The Role
We are seeking an experienced Project Manager to support large-scale Wealth & Asset Management (WAM) transformation programmes, with a particular focus on platform and post-integration delivery.
This role will play a key part in overseeing end-to-end delivery across platform implementation, post-merger integration, and advisory or servicing transformation initiatives. You will work closely with client stakeholders, technology teams, and delivery partners to ensure successful integration of wealth platforms and operational models in complex environments.
What You’ll Do
- Lead delivery of wealth platform transformation initiatives, including post-merger technology and operations integration
- Oversee platform implementations (e.g. Avaloq, Temenos, Aladdin) ensuring alignment to business and regulatory requirements
- Manage RAID processes, governance forums, and stakeholder engagement across advisory and servicing transformation programmes
- Coordinate cross-functional teams across technology, operations, and front-office stakeholders
- Ensure delivery within agreed scope, timelines, and quality standards in Agile or hybrid environments
What We’re Looking For
- Demonstrable 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
Bonus Points For
- 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
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 platforms
- Help drive post-integration and digital transformation across the WAM sector
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 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.
