Management Consultant Financial Services (Investment Wealth Life and Pensions)

Management Consultant Wealth Platforms
Location: Glasgow Edinburgh or London (Hybrid) Practice Area: Wealth & Asset Management Type: Permanent

Help shape platform solutions at the heart of financial services transformation

The Role
As a Management Consultant at Capco youll work with leading financial institutions to deliver platform-led change across Wealth Management and Pensions. From proposition design and Target Operating Model definition to client training and platform configuration youll be a trusted advisor in shaping solutions that support regulatory compliance operational excellence and strategic growth. Youll combine your sector knowledge with consulting expertise to drive real impact for our clients.

What Youll Do

• Advise clients on proposition and platform requirements drawing on market expertise and regulatory knowledge.

• Support Target Operating Model design integrating platform functionality with investment operations and client processes.

• Lead the Model Wealth Solution (MWS) configuration process for platform implementations.

• Deliver quality assurance documentation and knowledge transfer to support effective change delivery.

• Provide ad-hoc consultancy training and ongoing platform advisory services.

What Were Looking For

• Experience working in consultancy or internal change roles in financial services ideally pensions or wealth management.

• Knowledge of investment platforms and related operational regulatory and product structures.

• Experience implementing platforms at major institutions or with technology providers.

• Familiarity with Model Wealth Solution and ability to lead platform configuration.

• Strong written and verbal communication skills to support documentation and stakeholder engagement.

Bonus Points For

• Experience in proposition definition TOM design or bespoke platform requirements gathering.

• Background in regulatory advisory related to platforms or investment operations.

• Experience delivering platform training or knowledge transfer services.

• Consulting experience across both bespoke and off-the-shelf platform implementations.

• Exposure to quality assurance processes within a project delivery environment.

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

We offer a competitive people-first benefits package designed to support every aspect of your life:

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: Take your pickworkshops certifications e-learningyour growth your way. Also Business Coach assigned from Day One: Get one-on-one guidance to fast-track your goals and accelerate your development.
Healthcare Access: Convenient online GP services.
Extra Perks: Gympass (Wellhub) travel insurance Tastecard season ticket loans Cycle to Work and dental insurance.

Inclusion at Capco
Were committed to a barrier-free inclusive recruitment process. If you need any adjustments at any stage just let us know well 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.