Wealth & Asset Management Project Manager

Capco

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profile Job Location:

Edinburgh - UK

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

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.

Project Manager
Location: Edinburgh (Hybrid) Practice Area: Business Consulting Type: Permanent

Delivering complex change across Wealth & Asset Management

The Role
As a Project Manager within our Business Consulting practice you will lead the delivery of strategic change initiatives across Wealth & Asset Management. Working with leading financial institutions you will oversee end-to-end project lifecycles ensuring outcomes are delivered on time within scope and aligned to client objectives.

Youll operate at the intersection of business and technology collaborating with cross-functional teams to drive sustainable transformation in a dynamic regulatory and market environment.

What Youll Do

  • Lead the planning and delivery of complex change initiatives within Wealth & Asset Management
  • Manage project governance budgets risks issues and dependencies across multiple stakeholders
  • Facilitate workshops and steer clear communication between business technology and third-party partners
  • Ensure regulatory operational and client requirements are translated into clear project outcomes
  • Provide transparent reporting and insights to senior stakeholders enabling informed decision-making

What Were Looking For

  • Proven experience delivering projects within Wealth & Asset Management or broader Financial Services
  • Strong knowledge of project delivery methodologies (Agile Waterfall or hybrid approaches)
  • Experience managing diverse stakeholder groups across business and technology teams
  • Ability to structure complex problems and translate them into clear actionable plans
  • Excellent communication skills with the ability to influence and build trusted relationships

Bonus Points For

  • Experience delivering regulatory platform or operating model transformation programmes
  • Professional certifications (e.g. PRINCE2 PMP Agile certifications)
  • Exposure to front-to-back investment lifecycle processes
  • Experience working in a consulting environment
  • Familiarity with data digital or platform modernisation initiatives

Why Join Capco

  • Deliver high-impact technology and business 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. Business Coach assigned from Day One to support your development.
  • Healthcare Access: Convenient online GP services.
  • Extra Perks: Gympass (Wellhub) travel insurance Tastecard season ticket loans Cycle to Work and dental insurance.


Required Experience:

IC

Inclusion at CapcoWere 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...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills

About Company

Capco is a global management and technology consultancy dedicated to the financial services and energy industries.

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