Managing Principal - Wealth & Asset Management

Capco; Toronto; On-site; CAD 120,000 - 160,000; Full time

Job summary

A leading consulting firm in Canada is seeking a Senior Delivery leader in Wealth Management & Asset Management. The ideal candidate will have over 12 years of experience in transformational delivery, focusing on platform conversions and integrations. This role offers competitive compensation, hybrid work options, and opportunities for personal growth and mentorship.

Benefits

Competitive compensation with performance bonus

RRSP match/pension

Extended health, dental, vision insurance

Generous PTO & leaves

Wellness support

Qualifications

• 12+ years of experience in Wealth Management and consulting.
• Proven experience leading platform conversions and migrations.
• Strong understanding of regulatory frameworks in financial services.

Responsibilities

• Lead major Wealth Management transformation programs focusing on platform conversions.
• Serve as a trusted advisor to C-suite and executive leaders.
• Define and deliver multi-year consulting engagements.

Skills

Wealth Management expertise

Delivery leadership

Stakeholder management

Strategic vision

Negotiation skills

Job description

Senior Delivery | Leadership Role — Wealth Management & Asset Management

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.

The Role

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

• Opportunity to lead high‑impact enterprise‑level programs with Tier 1 financial institutions in a collaborative, entrepreneurial culture
• Access continuous learning, certifications, and mentorship—while shaping the future of digital Wealth

Benefits (Toronto)

Competitive comp with performance bonus; RRSP match/pension; extended health/dental/vision; life & critical illness; hybrid/flexible work; generous PTO & leaves; wellness support; transit/commuter perks; L&D budget and internal coaching.

Equal Employment Opportunity

Individuals seeking employment at Capco are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.