Consultant - Wealth & Asset Management

Capco • New York, NY

32d • $98,000 - $112,000

About The Position

Capco's Wealth & Asset Management Practice engages in a variety of initiatives providing solutions from strategy through execution. As a Consultant on the Wealth & Asset Management Team at Capco you will work in a fast-paced team setting, alongside industry experts, allowing you to become an expert in financial products, processes and technology. Our people are client-facing leaders who combine industry expertise with core consulting skills, such as problem identification, root cause analysis, solution design, and implementation. You will leverage your learnings and consulting expertise to better understand how to help advance our clients' progress towards meeting their evolving goals.

Requirements

• 2+ years of experience in the wealth or asset management area of the financial services industry
• Experience within a management consulting firm or in roles such as project/program manager, product manager, business analyst, internal consultant, or similar
• Exposure to wealth or asset management, demonstrating knowledge across products, platforms, technology or operations
• Proven success in project delivery, demonstrating ownership, collaboration, and attention to detail.
• Proficiency in Microsoft Excel, PowerPoint (advanced level preferred), and other Microsoft products
• Ability to work effectively in cross-functional teams, engaging both technical and non-technical stakeholders to achieve shared goals.
• Excellent written and verbal communication skills, with the ability to influence and build relationships across all levels of an organization.
• Bachelor's degree required, advanced degree a plus.

Nice To Haves

• Familiarity with Agile methodologies is a plus; specifically, tools such as JIRA or Confluence.

Responsibilities

• Design and implement solutions to complex business challenges across business strategy, operations, and technology in financial organizations
• Develop high-quality consulting deliverables including process maps, project plans, risk and issue logs, dependency maps, business requirements, roadmaps, and other key documentation.
• Conduct qualitative research and perform quantitative analysis by building quantitative models and interpreting large data sets to uncover insights and support client recommendations.
• Facilitate client interviews, workshops, and meetings to gather requirements, validate findings, and support decision-making.
• Contribute to practice growth by developing internal frameworks, toolkits, and reusable assets that enhance delivery quality across engagements.
• Support strategic initiatives such as market entry assessments and emerging themes in wealth management, including digital innovation, AI, and digital assets.
• Assist in developing thought leadership on industry trends, helping to position Capco and the team as trusted advisors within the wealth and asset management space.
• Develop and share thought leadership on emerging industry trends, positioning yourself and Capco as a trusted subject matter expert.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 1,001-5,000 employees