Browse by Job TypeBrowse by SkillsRemote Company List
Sign In
Sign Up
Back to all jobs

Consultant - Wealth & Asset Management

US - New York
USD $87,000~$105,000
Management

About the team:

Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry.

Capco’s Wealth & Asset Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to stay relevant and compete with their peers. At Capco, we combine deep expertise with practical industry know-how to help our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating operational efficiencies, and driving product innovation have made us sought after thought leaders in the financial services industry.

Our global team of specialized consultants partners with a wide array of wealth managers, asset managers, and FinTech companies. We offer end-to-end solutions that bring scale, efficiency, revenue, and customer satisfaction so that our clients can emerge as industry leaders.

About the Job:

As a Consultant on the Capco team, you will work in a fast-paced team setting, alongside industry experts. You will become an expert in cross-functional, end-to-end delivery that spans multiple products. Our people are client facing leaders who combine industry expertise with core consulting skills, such as problem statement framing, root cause analysis, client facilitation and the ability to interface with multiple personality types. You will leverage your learnings and consulting expertise to better understand how to help advance our clients’ progress towards meeting their evolving needs.

What You’ll Get to Do:

  • Design deliverable content to reflect the engagement contract
  • Present findings and recommendations to client leadership
  • Support the development process flows depicting pain points in the business process
  • Conduct detailed analyses to draw conclusions, and develop pertinent and insightful recommendations
  • Facilitate client interviews, client meetings and large workshops
  • Build quantitative models and analyze large and complex data sets to generate / support insights
  • Assist in the development of hypotheses and models/methods to test each hypothesis

What you’ll bring with You:

  • 2+ years of experience in wealth management
  • Experience working for a management consulting firm desired 
  • Financial services knowledge including, but not limited to: investment management, financial advising, investment platforms, fund administration, asset allocation, asset management 
  • Proven record of success in project delivery
  • Solid experience with Agile methodologies, ideally with experience using tools such as MS Project, JIRA and Confluence
  • Strong ability to work well in cross-functional teams, including the ability to engage with both technical and non-technical stakeholders
  • Experience advising and delivering change projects as part of a long-term strategic partnership with leading financial institutions
  • Excellent communication skills with the ability to liaise and influence a range of internal and external stakeholders
  • Bachelor's degree

Why Capco?

A career at Capco is a chance to help reshape the competitive landscape in financial services.  We launch new banks, transform existing ones, and help our clients navigate complex change.  As consultants, we work on the front-end business design all the way through to technology implementation.

We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.

Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business.  We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.

We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees. 

Ready to take the Next Step 

If this sounds like you, we would love to hear from you.  This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.

 

 Apply this job
 Apply
 Save
Share to :

Capco

New Job Alert

COMING SOON~
Follow us on
Give a ⭐ on