Technical Delivery Lead (Managing Principal) — Wealth Management

Triwill Group; Toronto; Hybrid; CAD 150,000 - 230,000; Full time

Job summary

Capco is seeking a Technical Delivery Lead with Wealth domain expertise to drive end-to-end technology delivery across the Wealth value chain, aligning with enterprise strategy and executive priorities. You will shape platform modernization, operating models, and roadmaps, partnering with CIOs, CTOs, and senior leaders to translate business strategy into actionable delivery plans.

You’ll lead Manufacturing, Back Office, Distribution, and Front Office domains, define target-state architecture

Qualifications

• 15+ years in consulting and delivery leadership in Wealth/Asset Management.
• Experience influencing CIO/CTO/COO stakeholders on strategy and decisions.
• Strong technical fluency across digital engineering, cloud, APIs, data platforms, and DevOps.
• Hands-on integration with wealth platforms and market data providers; regulatory awareness in NA Wealth.

Responsibilities

• Lead end-to-end technology delivery across the Wealth value chain.
• Advise senior stakeholders on platform modernization and operating models.
• Provide technology leadership across Manufacturing, Back Office, Distribution, and Front Office.
• Shape target-state architecture with domain-driven design, microservices, and API-led ecosystems.
• Translate executive strategy into roadmaps, budgets, OKRs, and vendor governance.
• Drive outcomes like improved STP, reduced latency, and enhanced client/advisor experience.
• Raise engineering maturity with best practices, standards, and delivery playbooks.

Skills

Wealth & Asset Management

Stakeholder engagement

Cloud fluency (AWS/Azure)

APIs & event streaming

Data platforms modernization

DevOps / SRE practices

Tools

Charles River

Eagle

SS&C

SimCorp

Broadridge

Salesforce FSC

Job description

Description:

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

We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms.

You will partner closely with CIOs, CTOs, and senior business leaders, acting as a trusted advisor to shape technology strategy, architecture decisions, and transformation roadmaps.

You’ll connect business strategy to complex technology landscapes, applying leading practices to deliver scalable, future-ready solutions that drive cost efficiency, performance, and growth across the end-to-end Wealth Management value chain—including Product Manufacturing, Investment Operations, Distribution & Client Management, and Front Office/Advisor Experience.

What You'll Do!

• Lead end-to-end technology delivery across the Wealth value chain, aligning execution with enterprise strategy and executive priorities
• Advise CIO/CTO stakeholders on leading practices, including platform modernization, operating model design, and build vs. buy decisions
• Provide technology leadership across Manufacturing, Back Office, Distribution, and Front Office domains
• Shape target-state architecture using domain-driven design, microservices, event-driven architecture, and API-led ecosystems
• Translate executive strategy into delivery plans including roadmaps, OKRs, budgets, and vendor governance
• Drive measurable outcomes such as improved STP, reduced latency, optimized cost-to-serve, and enhanced client/advisor experience
• Elevate engineering maturity by establishing best practices, standards, and delivery playbooks

What We're Looking For

• At least 15 years of proven consulting and delivery leadership in Wealth and Asset Management across multiple domains
• Experience engaging CIO/CTO/COO stakeholders and influencing strategic decision-making
• Strong technical fluency across Digital Engineering, Cloud (AWS/Azure), APIs and Event Streaming, data platforms | modernization and DevOps/SRE
• Hands-on experience integrating with wealth platforms, custodians, and market data providers (g., Charles River /Eagle/SS&C/SimCorp/Broadridge).
• Regulatory awareness across North American Wealth (KYC/AML, FATCA/CRS, CFR, PIPEDA/OSFI)

Bonus Points

• Cloud certs (AWS/Azure), API/streaming at scale, data quality & lineage tooling.
• Experience with Salesforce FSC, Appian/PEGA, or analytics/GenAI assistants for advisors/ops.
• CFA/CIPM awareness (performance/attribution) or equivalent domain depth.

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions
• Work in a collaborative, flat, and entrepreneurial consulting culture
• Access continuous learning, training, and industry certifications
• Be part of a team shaping the future of digital financial services
• Help shape the future of digital transformation across FS & Energy.

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
• Retirement Savings Program – RRSP with optional employer matching contributions
• Virtual Health Care – Company-paid access for employees and dependents
• Parental Leave Top-Up – Enhanced parental leave benefits from Day 1
• Wellness Support – Lifestyle spending account to promote health and wellbeing

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.

Use of Artificial Intelligence in Talent Acquisition

At Capco, we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates, speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements, and AI-scheduling applications to improve the efficiency of interview coordination.

AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.

Why This Role Is Open

We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs, and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.

#LI-Hybrid