Operational Excellence Lead – Wealth Operations

About the role

Capco is seeking an Operational Excellence Lead for its Wealth & Asset Management practice in London. The role drives optimisation and transformation across wealth management operations, covering front, middle and back office, with a focus on Lean-led improvement, value stream redesign and AI-enabled process transformation. It works with client stakeholders to identify inefficiencies and embed sustainable change in onboarding, servicing and core processes.

Key responsibilities

• Lead wealth operations optimisation across onboarding, servicing and core processes, using approved AI-enabled tools where appropriate.
• Apply Lean Six Sigma and value stream mapping, using AI-supported analysis to find cost, efficiency and quality improvements.
• Design and deliver Agile-led transformation programmes that embed sustainable change and responsible AI use.
• Identify and implement automation and process redesign opportunities that improve productivity, service quality and resilience.
• Track and evidence efficiency gains, cost savings and service improvements with data-driven insights and AI-enabled reporting.

Required profile

• Strong experience in Wealth Management operations across front, middle and/or back office.
• Demonstrated delivery of Lean-led transformation programmes.
• Experience in value stream mapping, cost optimisation and process redesign.
• Exposure to Agile transformation and a curiosity for AI-enabled ways of working.
• Ability to engage senior stakeholders and apply responsible AI principles.

Required skills

• Lean Six Sigma and value stream mapping
• Agile transformation
• Process redesign and cost optimisation

What we offer

• Discretionary bonus, pension, health, life and critical illness insurance.
• Mental health support and family-friendly leave.
• 5 weeks annual leave, 40 hours of training per year and a Business Coach.
• Gympass, travel insurance, Tastecard, season ticket loans, Cycle to Work and dental insurance.