Project Manager – Wealth & Asset Management

About the Position

Project Manager – Wealth & Asset Management

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

Lead complex Wealth & Asset Management transformation across the Front, Middle and Back Office, driving operational excellence and successful post-integration outcomes.

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Responsibilities

• Lead complex WAM transformation initiatives spanning Front, Middle and Back Office, coordinating business, operations, technology and change teams to deliver successful outcomes.
• Drive Operational Excellence initiatives, identifying opportunities to optimise processes, strengthen controls, improve service delivery and realise measurable efficiencies through technology, automation and approved AI-enabled ways of working.
• Lead Post-Integration transformation, including operating model alignment, process and data integration, organisational change, transition planning and benefits realisation following mergers, acquisitions or significant business change.
• Manage RAID processes, governance forums, budgets, dependencies and stakeholder engagement across complex WAM programmes, using approved AI-enabled tools where appropriate to improve programme oversight and delivery.
• Translate strategic objectives into executable change across areas such as advisory and client servicing, portfolio and investment management, investment operations, risk and controls, settlements, reconciliations, custody and asset servicing.

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Requirements

• Demonstrable experience delivering complex transformation programmes within Wealth & Asset Management, with specialist knowledge across one or more areas of the Front, Middle or Back Office.
• Strong understanding of the WAM operating environment and the processes, controls and dependencies connecting investment, advisory, servicing and operational functions.
• Experience delivering Operational Excellence, Post-Integration, operating model or large-scale business transformation within Wealth & Asset Management.
• Proven stakeholder management and project delivery experience across business, operations and technology teams in complex environments.
• Experience working within Agile or hybrid delivery frameworks, with a mindset of continuous learning and curiosity for adopting AI-enabled ways of working to improve productivity, quality and client outcomes while applying responsible AI principles.

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Nice to Have

• Experience delivering change across multiple areas of the Front, Middle and Back Office within Wealth or Asset Management.
• Experience supporting post-merger integration, acquisitions, business integration or large-scale operating model transformation.
• Knowledge of WAM technology ecosystems and platforms such as Avaloq, Temenos, Aladdin or comparable solutions.
• Exposure to FCA regulatory requirements within Wealth & Asset Management.
• Professional qualifications such as PRINCE2 or PMP, or experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI or intelligent automation) into programme delivery within financial services.

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We Offer

• 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.
• Help drive Operational Excellence, Post-Integration and transformation across the WAM sector.

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.

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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.