Wealth Management – Discretionary / Advisory Product Specialist

Capco; City Of London; Hybrid; GBP 80,000 - 110,000; Full time

Job summary

A leading consulting firm is seeking an experienced Product Specialist in Wealth Management to drive transformation projects. You will design and implement products and lead client engagements. Ideal candidates have over 10 years of experience in discretionary/advisory wealth management. This role is hybrid in London and offers a competitive benefits package including a discretionary bonus, healthcare, and a strong focus on continuous learning.

Benefits

Discretionary bonus

Competitive pension

Health insurance

Life insurance

Critical illness cover

Maternity leave

Holiday flexibility

Gym membership

Qualifications

• 10+ years of product ownership experience in discretionary/advisory wealth management.
• Proven capability in business or technology transformation environments.
• Strong understanding of regulated advice models and client onboarding.

Responsibilities

• Design and implement discretionary and advisory wealth products.
• Lead end-to-end product lifecycle activities including compliance and risk management.
• Drive digital and operational change across front, middle, and back-office functions.

Skills

Product ownership

Business transformation experience

Regulated advice models understanding

Leadership and coaching

Tools

PMP

Prince2

Lean Six Sigma

IMC

Job description

Wealth Management – Discretionary / Advisory Product Specialist

UK - London

Wealth Management Discretionary / Advisory Product Specialist
Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent

The Role

Capco is seeking an experienced Product Specialist with deep discretionary or advisory wealth management experience to help lead major transformation programmes. You’ll work with private banks and wealth managers to shape, launch, and evolve products across the full lifecycle—from strategy to implementation. This is a high-impact role for candidates looking to drive both innovation and regulatory excellence in an evolving and competitive industry.

What You’ll Do

• Design and implement discretionary and advisory wealth products across asset classes and client segments.
• Lead end-to-end product lifecycle activities including onboarding, compliance, risk, and capital management.
• Shape target operating models and advise on regulatory and outsourcing frameworks.
• Drive digital and operational change across front, middle, and back-office functions.
• Lead client engagements, contribute to proposals, and support internal initiatives and thought leadership.

What We’re Looking For

• 10+ years of product ownership experience in discretionary/advisory wealth management.
• Proven capability in business or technology transformation environments.
• Strong understanding of regulated advice models, client onboarding, and portfolio oversight.
• Experience working with relevant regulations and supporting compliant change delivery.
• Ability to lead, coach, and develop others while delivering tangible client outcomes.

Bonus Points For

• Engagements involving outsourcing, risk frameworks, or anti-financial crime remediation.
• Involvement in core platform transformation or digital client journey design.
• Experience in new product approval and documentation processes.
• Track record of contributing to business development and market-facing initiatives.
• Qualifications such as PMP, Prince2, Lean Six Sigma, or IMC.

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

Benefits

• 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 first aiders.
• Family-Friendly: Maternity, adoption, 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: Minimum 40 Hours of Training Annually with workshops, certifications, e-learning, plus a Business Coach from Day One.
• Healthcare Access: Convenient online GP services.
• Extra Perks: Gympass, travel insurance, Tastecard, season ticket loans, Cycle to Work, dental insurance.

Inclusion at Capco

We’re committed to a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We welcome applicants from all backgrounds. At Capco, we value the difference you make, and the differences that make you. Our #BeYourselfAtWork culture champions diversity, equity and inclusivity, and we bring a collaborative mindset to our partnerships with clients and colleagues. #BeYourselfAtWork is the cornerstone of our success and a value that our employees live and breathe every day.

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