Capco · 2 days ago
Consultant - Wealth & Asset Management
New York, NY
Full-time
Onsite
Entry, Mid Level
$98K/yr - $112K/yr
2+ years expCapco is a global business and technology consultancy focused on the financial services sector. As a Consultant on the Wealth & Asset Management Team, you will design and implement solutions to complex business challenges while developing high-quality consulting deliverables and supporting strategic initiatives in wealth management.
ConsultingFinanceFinancial ServicesInsurance
Responsibilities
Design and implement solutions to complex business challenges across business strategy, operations, and technology in financial organizations
Develop high-quality consulting deliverables including process maps, project plans, risk and issue logs, dependency maps, business requirements, roadmaps, and other key documentation
Conduct qualitative research and perform quantitative analysis by building quantitative models and interpreting large data sets to uncover insights and support client recommendations
Facilitate client interviews, workshops, and meetings to gather requirements, validate findings, and support decision-making
Contribute to practice growth by developing internal frameworks, toolkits, and reusable assets that enhance delivery quality across engagements
Support strategic initiatives such as market entry assessments and emerging themes in wealth management, including digital innovation, AI, and digital assets
Assist in developing thought leadership on industry trends, helping to position Capco and the team as trusted advisors within the wealth and asset management space
Develop and share thought leadership on emerging industry trends, positioning yourself and Capco as a trusted subject matter expert
Qualification
Required
2+ years of experience in the wealth or asset management area of the financial services industry
Experience within a management consulting firm or in roles such as project/program manager, product manager, business analyst, internal consultant, or similar
Exposure to wealth or asset management, demonstrating knowledge across products, platforms, technology or operations
Proven success in project delivery, demonstrating ownership, collaboration, and attention to detail
Proficiency in Microsoft Excel and other Microsoft products
Ability to work effectively in cross-functional teams, engaging both technical and non-technical stakeholders to achieve shared goals
Excellent written and verbal communication skills, with the ability to influence and build relationships across all levels of an organization
Bachelor's degree required
Preferred
Advanced level proficiency in Microsoft PowerPoint
Familiarity with Agile methodologies
Exposure to tools such as JIRA or Confluence
Advanced degree
Company
Capco
Capco is a technology and management consulting firm that provides consulting for the financial services and energy industries.
5001-10000 employees
H1B Sponsorship
Capco has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (5)
2023 (8)
2022 (15)
2021 (2)
2020 (14)
Funding
Current Stage
Late StageTotal Funding
$80MKey Investors
Thomas Weisel Partners
2021-03-04Acquired
2000-05-24Private Equity· $80M
Leadership Team
Anne-Marie Rowland
Chief Executive Officer
Andrew McGinn
Partner - Digital, Data & Technology
Recent News
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