Description
Location: Toronto (Hybrid) | Practice Area: Wealth & Asset Management Consulting | Type: Permanent
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.
What You’ll Do
- 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
What We’re Looking For
- 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
- Experience in Canadian or North American wealth markets strongly preferred
Why Join Capco
- Deliver high-impact solutions supporting the growth and development of our people
- Work in a collaborative, flat, and entrepreneurial consulting culture
- Access continuous learning, training, and development opportunities
- Be part of a team shaping the future of learning within financial services
- Contribute to a culture of continuous improvement and innovation
We offer a competitive, people-first benefits package designed to support every aspect of your life:
- 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.
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.
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