Strategic Consultant, Project Leadership, Execution
2 weeks ago
As a Principal Consultant at Capco, you will play a key role in delivering projects for leading clients across Financial Services, focusing on Wealth and Asset Management.
Key Responsibilities- Utilize expert knowledge in wealth management, including financial planning, goals-based planning, investment management, products, practice management, operations, technology, and market trends.
- Manage mid-sized projects and teams of consultants, overseeing delivery work and ensuring client satisfaction.
- Develop and maintain client relationships, overseeing project implementation and quality control.
- 10+ years of experience from a premier management consulting firm or top-tier industry firm in wealth management, FINRA, and SEC broker dealers, investment advisors, or asset managers.
- Strategic consulting, management consulting, program/project management, process improvement, and business re-engineering experience.
- Unique perspective on the wealth management industry and a thirst for improving expertise.
- Demonstrated ability to be an integral team member on large-scale, complex global projects.
- Ability to manage mid-size teams and provide insightful, actionable feedback.
- Entrepreneurial and creative spirit to build the Capco WAM business.
- Openness to an environment of active developmental feedback from peers.
- Excellent and efficient skills using MS Excel and PowerPoint tools.
- Bachelor's degree.
- Ability and willingness to travel as needed.
Capco is a leading Financial Services focused consultancy, serving global banks, emerging FinTechs, and everyone in between. We launch new banks, transform existing ones, and help our clients navigate complex change.
We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can thrive. We offer highly competitive benefits, including medical, dental, and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.
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