About the Position

Operational Excellence Lead – Wealth Operations

Location: London | Practice Area: Wealth & Asset Management | Type: Permanent

Transform wealth operations through Lean thinking, Agile delivery, and AI-enabled efficiency.

Responsibilities

Lead wealth operations optimisation initiatives across onboarding, servicing, and core operational processes, using approved AI-enabled tools where appropriate to accelerate delivery and improve operational performance.
Apply Lean Six Sigma methodologies and value stream mapping to identify cost, efficiency, and quality improvement opportunities, leveraging AI-supported analysis to generate deeper operational insights.
Design and deliver Agile-led operational transformation programmes that embed sustainable change and responsible AI-enabled ways of working.
Identify, assess, and implement AI-enabled automation and process redesign opportunities that improve productivity, service quality, and operational resilience.
Track and evidence measurable efficiency gains, cost optimisation, and service improvements using data-driven insights and AI-enabled reporting where appropriate.

Requirements

Strong experience within Wealth Management operations across front, middle, and/or back-office environments.
Demonstrable delivery of Lean-led operational transformation programmes.
Experience in value stream mapping, cost optimisation, and process redesign.
Exposure to Agile transformation within operational environments and a curiosity for adopting AI-enabled ways of working to improve business outcomes.
Ability to engage senior stakeholders and translate operational insights into strategic outcomes while applying responsible AI principles and sound professional judgement.

Nice to Have

Experience delivering onboarding or servicing optimisation within wealth management environments.
Practical experience identifying and implementing automation or AI-enabled efficiency solutions.
Exposure to post-integration or platform-enabled operational transformation.
Consulting experience within Wealth & Asset Management.
Experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI, or intelligent automation) into operational change programmes.

We Offer

Deliver high-impact operational transformation for leading wealth institutions.
Work in a collaborative, flat, and entrepreneurial consulting culture.
Access continuous learning, training, and industry certifications.
Be part of a team shaping AI-enabled efficiency across Wealth & Asset Management.
Help redefine operational excellence in wealth advisory and servicing models.

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.

About the Company

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.

Capco does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations.

Operational Excellence Lead – Wealth Operations

Job description