Managing Principal, Wealth & Asset Management

Overview

Lead strategic transformation across wealth and asset management engagements, shaping outcomes that matter.

The Role

As a Managing Principal, you will play a pivotal role in leading complex client engagements, driving business growth, and delivering impactful transformation across the Wealth & Asset Management space. You will work closely with senior stakeholders, providing strategic direction while ensuring high-quality delivery across multiple initiatives.

• Lead large-scale transformation programmes across wealth and asset management clients
• Build and maintain senior client relationships, acting as a trusted advisor
• Drive business development, including shaping proposals and expanding existing accounts
• Oversee delivery teams to ensure quality, timeliness, and commercial success
• Provide strategic insights on industry trends, regulatory changes, and market opportunities

• 10+ years of experience in Wealth & Asset Management consulting or industry roles
• Proven track record of leading complex programmes and managing senior stakeholders
• Strong commercial acumen with experience contributing to business growth
• Ability to navigate ambiguity and deliver results in dynamic environments
• Excellent communication and stakeholder management skills

• Experience working within consulting environments on large-scale transformation
• Exposure to regulatory or digital transformation initiatives in wealth management
• Established network within the Canadian financial services sector
• Experience mentoring and developing diverse teams
• Advanced certifications or relevant industry qualifications

• 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

We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #Be Yourself At Work  culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.