Managing Principal, Wealth and Asset Management

Capco • Toronto, ON

4d • Hybrid

About The Position

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust. We are seeking a senior leader with deep Wealth and Asset Management expertise to drive large-scale client transformation programs and lead strategic growth initiatives within our consulting practice. This role requires a proven track record in managing complex platform conversions, integrations, and business transformations across wealth management and asset servicing domains. The ideal candidate combines strong strategic vision, hands-on delivery leadership, and exceptional stakeholder management skills, with the ability to influence senior executives across business and technology.

Requirements

• 12+ years of experience in Wealth Management, with extensive background in consulting, delivery leadership, or transformation management
• Proven experience leading conversion or migrations (e.g. platform modernization, custodial transitions, client book conversions, or data integrations)
• Strong domain knowledge spanning front, middle, and back office – including distribution, portfolio management, operations, and client reporting
• Deep understanding of regulatory frameworks, data governance, and change management in financial services
• Demonstrated success in building executive relationships and influencing across large, matrixed organizations
• Excellent leadership, communication, and negotiation skills

Nice To Haves

• Experience in Canadian or North American wealth markets strongly preferred

Responsibilities

• Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating model transitions
• Serve as a trusted advisor to C-suite and executive leaders, guiding clients through critical strategic and operational change
• Define and deliver multi-year consulting engagements – from Diagnostic and roadmap phases through to implementation and post-conversion stabilization
• Build, lead, and inspire high-performing consulting teams, fostering a culture of accountability, collaboration, and client excellence
• Manage senior client relationships and navigate complex governance structures to ensure alignment and successful delivery outcomes
• Contribute to the growth of the Wealth & Asset Management practice by developing new business opportunities, expanding client accounts, and driving thought leadership in the market
• Represent the firm as an industry expert at conferences, panels, and client forums
• Partner with technology vendors, custodians, and service providers to stay ahead of industry trends and solutions

Benefits

• Comprehensive Benefits Coverage – 100% company-paid health, life, and disability insurance effective from Day 1 of employment.
• Retirement Savings Program – Registered Retirement Savings Plan (RRSP) with employer matching options.
• Virtual Health Care – Company-paid virtual care program available to employees and dependents.
• Employee & Family Assistance Program (EFAP) – Professional and confidential support for you and your family.
• Parental Leave Top-Up – Enhanced benefits available from Day 1 of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees