Project Manager – Wealth & Asset Management

About the role

Capco is looking for an experienced Project Manager in London to lead complex Wealth & Asset Management (WAM) transformation programmes across the Front, Middle and Back Office. The role covers operational excellence, post-integration delivery and end-to-end transformation of the WAM value chain, working with client stakeholders, business, operations and technology teams. It is a permanent position.

Key responsibilities

• Lead WAM transformation initiatives spanning Front, Middle and Back Office, coordinating business, operations, technology and change teams.
• Drive Operational Excellence by optimising processes, strengthening controls and improving service delivery 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 after mergers, acquisitions or major business change.
• Manage RAID processes, governance forums, budgets, dependencies and stakeholder engagement, using approved AI-enabled tools where appropriate.
• Turn strategic objectives into change in areas such as advisory and client servicing, portfolio and investment management, investment operations, risk and controls, settlements, reconciliations, custody and asset servicing.

Required profile

• Demonstrable experience delivering complex transformation programmes in Wealth & Asset Management, with specialist knowledge of one or more Front, Middle or Back Office areas.
• Strong understanding of WAM processes, controls and dependencies linking investment, advisory, servicing and operations.
• Experience in Operational Excellence, Post-Integration, operating model or large-scale business transformation in WAM.
• Proven stakeholder management and project delivery across business, operations and technology teams.
• Agile or hybrid delivery experience and openness to AI-enabled ways of working with responsible AI principles.

Bonus points

• Change across multiple Front, Middle and Back Office areas.
• Post-merger integration, acquisition or operating model transformation experience.
• Knowledge of WAM platforms such as Avaloq, Temenos or Aladdin.
• FCA regulatory exposure, PRINCE2 or PMP qualification, or experience with AI transformation and generative AI in financial services.

What we offer

• Discretionary bonus, pension, health, life and critical illness insurance.
• Mental health support and family-friendly leave, including maternity, adoption, shared parental and bereavement leave.
• 8 backup care sessions, 5 weeks annual leave and online GP services.
• Gympass, travel insurance, Tastecard, season ticket loans, Cycle to Work and dental insurance.
• Minimum 40 hours of training per year and a Business Coach from Day One.