Wealth & Asset Management Discretionary Advisory Director

Capco; Greater London; Hybrid; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive pension

Health insurance

Life insurance

Critical illness cover

CareFirst access

Unmind resources

Family-friendly leave

Maternity, adoption, shared parental

Holiday flexibility

Continuous learning & coaching

Job summary

Capco is seeking an experienced Wealth & Asset Management Discretionary / Advisory Specialist in London. You will design and deliver discretionary, advisory, or pooled investment propositions and lead strategic transformation projects across multiple asset classes, collaborating with clients to improve efficiency, experience, and regulatory compliance.

The role blends senior leadership with hands-on delivery and mentoring across multi-disciplinary teams.

Qualifications

• 10+ years of experience in discretionary and/or advisory Wealth or Asset Management.
• In-depth understanding of client and product lifecycles, onboarding, regulated advice, governance, and reporting.
• Strong knowledge of relevant rules, regulations, and operational frameworks.
• Proven ability to challenge existing approaches and explore new technologies to transform investment delivery.
• Collaborative mindset and passion for driving measurable results.

Responsibilities

• Design and deliver discretionary, advisory, or pooled investment propositions across multiple asset classes and client segments.
• Lead strategic transformation projects, from new product launches to operational model redesign.
• Partner with clients to enhance efficiency, client experience, and regulatory compliance.
• Collaborate across multi-disciplinary teams to deliver measurable business outcomes.
• Contribute to practice development through mentoring, thought leadership, and internal initiatives.

Skills

Wealth & Asset Management

Advisory experience

Regulatory knowledge

Client engagement

Transformation leadership

Job description

Capco is seeking an experienced Wealth & Asset Management Discretionary / Advisory Specialist in London. You will design and deliver discretionary, advisory, or pooled investment propositions and lead strategic transformation projects across multiple asset classes, collaborating with clients to improve efficiency, experience, and regulatory compliance.

The role blends senior leadership with hands-on delivery and mentoring across multi-disciplinary teams.