Capco · 3 days ago
Senior Consultant - Wealth & Asset Management
New York, NY
Full-time
Onsite
Mid, Senior Level
$125K/yr - $145K/yr
5+ years expCapco is a global business and technology consultancy focused on the financial services sector. As a Senior Consultant in the Wealth & Asset Management practice, you will advise senior executives on strategy and drive complex programs while designing next-generation platforms to enhance client and advisor experiences.
ConsultingFinanceFinancial ServicesInsurance
Responsibilities
Take ownership of strategic client engagements—leading workstreams and collaborating directly with senior stakeholders to solve complex business challenges
Deliver impactful programs across strategy, operations, technology, and organization design, ensuring alignment across people, process, policy, and systems
Develop data-driven insights, analyses, and recommendations to enhance client performance and provide strategic guidance across financial products
Drive business development efforts by identifying new opportunities, building client relationships, and supporting proposal development and sales pursuits
Contribute to the growth of Capco’s Wealth & Asset Management practice by developing new solutions, frameworks, and reusable assets that can be applied across engagements
Support the development of internal business strategy such as for market entry into emerging areas within Wealth Management, such as digital innovation, artificial intelligence, and digital currencies
Develop and share thought leadership on emerging industry trends, positioning yourself and Capco as a trusted subject matter expert
Qualification
Required
5+ years of experience in management consulting or within the wealth or asset management industry in roles such as project/program manager, product manager, business analyst, internal consultant, or similar role
Strong understanding of wealth or asset management, demonstrating knowledge across products, platforms, technology or operations
Proven track record of successful project delivery, demonstrating strong ownership, execution, and stakeholder management skills
Comprehensive understanding of financial services, ideally including wealth or asset management products, platforms, technology, and operations
Exceptional communication and presentation abilities, with the confidence to engage, influence, and build relationships across senior internal and external stakeholders
Strong analytical and problem-solving skills, with the ability to translate complex data or business issues into actionable insights
Highly organized and adaptable, able to structure work effectively in dynamic or ambiguous environments
Bachelor's degree required
Preferred
Advanced degree or MBA preferred
Proficiency in Microsoft Excel and PowerPoint (advanced level preferred)
Benefits
Medical, dental and vision insurance
A 401(k) plan
Tuition reimbursement
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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