Operational Excellence Lead – Wealth Operations

Capco; Greater London; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive pension

Health insurance

Life insurance

Mental health support

Flexible holiday options

Continuous learning opportunities

Travel insurance

Gym access

Dental insurance

Job summary

A leading financial consulting firm in the UK seeks a Business Analyst to enhance wealth platform and operations. The role involves gathering requirements, documenting user stories, and collaborating with stakeholders in an Agile environment. Candidates should have experience in Wealth Management and strong communication skills. This position promises a competitive benefits package and opportunities for professional growth.

Qualifications

• Proven experience as a Business Analyst within Wealth Management.
• Strong experience in Agile delivery.
• Ability to translate complex requirements into clear documentation.

Responsibilities

• Gather and document business and data requirements.
• Create and manage user stories and product backlogs.
• Define integration and data requirements.

Skills

Business Analysis

Wealth Management

Agile delivery

Stakeholder management

Education

Relevant business or IT degree

Tools

Avaloq

Temenos

Aladdin

Job description

Operational Excellence Lead – Wealth Operations

UK - London

Business Analyst – Wealth & Asset Management

Location: London | Practice Area: Wealth & Asset Management | Type: Permanent

Enable wealth platform and operations transformation through structured analysis and technology-enabled change.

The Role

We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives.

You will play a key role in translating business needs into structured requirements across platform integration and advisory or servicing transformation programmes. Working within Agile delivery environments, you will collaborate with stakeholders across front office, operations, and technology teams to ensure seamless platform integration and operational enhancement.

What You’ll Do

• Gather, document, and refine business and data requirements across wealth platform and operations transformation initiatives
• Create and manage user stories and product backlogs, supporting sprint ceremonies within Agile environments
• Map current and target operating models (TOM), including onboarding, suitability, and servicing journeys within Private Banking and Wealth Management
• Define integration and data requirements to support platform interoperability and system change
• Work alongside technology teams and platform providers (e.g. Avaloq, Temenos, Aladdin environments) to ensure alignment between business needs and technical delivery

What We’re Looking For

• Proven experience as a Business Analyst within Wealth Management (priority) or Asset Management
• Strong experience in Agile delivery, including backlog refinement and sprint collaboration
• Experience in operations mapping and wealth lifecycle processes such as onboarding, suitability, and servicing
• Ability to translate complex requirements into clear documentation and structured delivery artefacts
• Strong stakeholder management skills across business and technology teams

Bonus Points For

• Exposure to wealth platforms such as Avaloq, Temenos, or Aladdin (configuration experience not required)
• Experience supporting wealth platform integration or transformation programmes
• Knowledge of FCA conduct requirements within wealth environments
• Professional certifications such as BCS Business Analysis or CISI
• Experience working across multi-entity or post-integration wealth environments

Why Join Capco

• Deliver high-impact wealth transformation programmes for leading 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 wealth platform integration and advisory transformation

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
• Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house mental health first aiders.
• Family-Friendly: Maternity, adoption, and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.
• Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
• Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
• Continuous Learning: Your growth, your way – minimum 40 hours of training annually. Choose from workshops, certifications, and e-learning. A Business Coach is assigned from Day One to provide one-to-one guidance and accelerate your development.
• 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.

Capco does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. In order to track the effectiveness of our recruiting efforts, please consider participating in the optional questionnaire.