Senior Wealth & Asset Management Transformation Lead

Capco; City Of London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading consulting firm in London is seeking a Wealth & Asset Management Discretionary / Advisory Specialist with over 10 years of experience. This role involves designing investment strategies, leading transformation projects, and collaborating with clients to optimize their operations. The ideal candidate possesses deep industry expertise and a passion for driving change within a hybrid work environment.

Benefits

Discretionary bonus

Competitive pension

Health insurance

Life insurance

Mental health resources

Family-friendly leave policies

Continuous learning opportunities

Gympass

Travel insurance

Qualifications

• 10+ years of experience in discretionary and/or advisory Wealth or Asset Management.
• In-depth understanding of client and product lifecycles.
• Proven ability to challenge existing approaches and explore new technologies.

Responsibilities

• Design and deliver discretionary and advisory investment propositions.
• Lead strategic transformation projects and enhance client experience.
• Collaborate across multi-disciplinary teams to deliver measurable outcomes.

Skills

Wealth Management Expertise

Client Lifecycle Understanding

Regulatory Knowledge

Change Management

Stakeholder Engagement

Job description

A leading consulting firm in London is seeking a Wealth & Asset Management Discretionary / Advisory Specialist with over 10 years of experience. This role involves designing investment strategies, leading transformation projects, and collaborating with clients to optimize their operations. The ideal candidate possesses deep industry expertise and a passion for driving change within a hybrid work environment.