Wealth & Asset Management Discretionary / Advisory Specialist
Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent
Shape the future of Wealth & Asset Management
The Role
Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities. Our work spans client service proposition design, business model reviews, regulatory change, digital and operating model transformation, and technology platform implementation. We deliver sustainable and tangible commercial value through impactful business and technology change.
To support our continued growth, we’re seeking experienced professionals with deep wealth management industry expertise or relevant consulting backgrounds to join our team as a Wealth & Asset Management Discretionary / Advisory Specialist.
What You’ll Do
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Design and deliver discretionary, advisory, or pooled investment propositions across multiple asset classes and client segments.
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Lead strategic transformation projects, from new product launches to operational model redesign.
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Partner with clients to enhance efficiency, client experience, and regulatory compliance.
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Collaborate across multi-disciplinary teams to deliver measurable business outcomes.
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Contribute to practice development through mentoring, thought leadership, and internal initiatives.
What We’re Looking For
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10+ years of experience in discretionary and/or advisory Wealth or Asset Management within a business or technology transformation context.
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In-depth understanding of client and product lifecycles — from onboarding and regulated advice to documentation, investment governance, and reporting.
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Strong knowledge of relevant rules, regulations, and operational frameworks.
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Proven ability to challenge existing approaches and explore new technologies to transform investment delivery and client engagement.
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A collaborative mindset and passion for driving positive change and measurable results.
Bonus Points For
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Experience designing and implementing new discretionary or advisory investment products.
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Expertise in outsourcing oversight, operational transformation, and automation.
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Knowledge of data-driven insights, digital platforms, and innovation in investment services.
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Strong presentation and stakeholder engagement skills.
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Professional qualifications such as PMP, Prince2, Lean Six Sigma, or IMC.
Why Join Capco
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Deliver high-impact solutions for leading financial institutions.
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Work in a collaborative, flat, and entrepreneurial consulting culture.
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Access continuous learning, training, and industry certifications.
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Partner with clients shaping the future of digital financial services.
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Be part of a diverse, inclusive, and supportive environment that celebrates individuality.
We offer a competitive, people-first benefits package designed to support every aspect of your life:
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Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
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Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house first aiders.
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Family-Friendly: Maternity, adoption, shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.
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Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
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Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
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Continuous Learning: Minimum 40 Hours of Training Annually — take your pick; workshops, certifications, e-learning. A Business Coach is assigned from Day One for one-on-one guidance to accelerate your development.
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Healthcare Access: Convenient online GP services.
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Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.
Inclusion at Capco
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.