Post Merger Operating Model Integration Lead – Wealth & Asset Management

London - UK

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Post Merger / Operating Model Integration Lead Wealth & Asset Management

Location: London Practice Area: Wealth & Asset Management Type: Permanent

Design and deliver post-merger integration programmes across Wealth & Asset Management operations and technology.

The Role
We are seeking a PMI / Operating Model Integration Lead with deep Wealth & Asset Management experience to support complex post-merger integration (PMI) programmes across Asset Management (AM) Wealth Management (WM) and Private Banking (PB) environments.

This role focuses on Day 1 readiness platform and book migration and the integration of operating models across technology and operations. You will lead integration workstreams from strategy through execution ensuring regulatory alignment operational continuity and sustainable transformation outcomes.

What Youll Do

Lead post-merger integration programmes across Wealth & Asset Management operations and technology
Design and execute Day 1 readiness plans including governance communications and risk management
Oversee platform integration and book migration activities ensuring minimal client and operational disruption
Structure and manage Agile integration workstreams spanning technology operations and front-office functions
Ensure regulatory considerations are embedded into integration planning and delivery

What Were Looking For

Demonstrable experience designing or delivering WAM post-merger integrations across AM WM or PB
Strong experience in operating model integration including tech and operations alignment
Experience managing PMI planning Day 1 readiness and regulatory considerations
Ability to engage senior stakeholders across business technology and risk functions
Strong programme structuring governance and integration planning capability

Bonus Points For

Experience leading platform and book migration in wealth environments
Exposure to cross-border or multi-entity financial services integrations
Background in financial services regulation with hands-on integration experience
Professional qualifications such as ACA ACCA or CFA
Consulting experience delivering M&A integration within Wealth & Asset Management

Why Join Capco

Deliver high-impact M&A and integration programmes for leading wealth institutions
Work in a collaborative flat and entrepreneurial consulting culture
Access continuous learning training and industry certifications
Be part of a team shaping post-merger operating models across Wealth & Asset Management
Help drive strategic integration outcomes that support long-term client value

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 mental health first aiders.
Family-Friendly: Maternity adoption and 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: Your growth your way minimum 40 hours of training annually. Choose from workshops certifications and e-learning. A Business Coach is assigned from Day One to provide one-to-one guidance 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 making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage just let us know well be happy to help. We value each persons unique perspective and contribution. At Capco we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration a mindset that shapes how we work with clients and each other every day.

Post Merger / Operating Model Integration Lead Wealth & Asset ManagementLocation: London Practice Area: Wealth & Asset Management Type: PermanentDesign and deliver post-merger integration programmes across Wealth & Asset Management operations and technology.The RoleWe are seeking a PMI / Operatin...