Operational Excellence Lead – Wealth Operations

London - UK

Monthly Salary: Not Disclosed

Posted on: 4 days ago

Vacancies: 1 Vacancy

Job Summary

Operational Excellence Lead Wealth Operations

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

Transform wealth operations through Lean thinking Agile delivery and AI-enabled efficiency.

The Role
We are seeking an Operational Excellence Lead to drive optimisation and transformation across Wealth Management operations spanning front middle and back-office environments.

This role focuses on Lean-led operational improvement value stream redesign and AI-enabled process transformation. You will partner with client stakeholders to identify inefficiencies deliver measurable performance improvements and embed sustainable operating model change across onboarding servicing and core operational processes.

What Youll Do

Lead wealth operations optimisation initiatives across onboarding servicing and core operational processes
Apply Lean Six Sigma methodologies and value stream mapping to identify cost efficiency and quality improvement opportunities
Design and deliver Agile-led operational transformation programmes
Identify and implement AI-enabled automation and process redesign use cases
Track and evidence measurable efficiency gains cost optimisation and service improvements

What Were Looking For

Strong experience within Wealth Management operations (front middle and/or back office)
Demonstrable delivery of Lean-led operational transformation programmes
Experience in value stream mapping cost optimisation and process redesign
Exposure to Agile transformation within operational environments
Ability to engage senior stakeholders and translate operational insights into strategic outcomes

Bonus Points For

Experience delivering onboarding or servicing optimisation within wealth environments
Practical experience identifying and implementing automation or AI-enabled efficiency solutions
Exposure to post-integration or platform-enabled operational transformation
Consulting experience within Wealth & Asset Management
Cross-functional transformation experience spanning technology and operations

Why Join Capco

Deliver high-impact operational transformation 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 AI-enabled efficiency across Wealth & Asset Management
Help redefine operational excellence in wealth advisory and servicing models

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

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Operational Excellence Lead Wealth OperationsLocation: London Practice Area: Wealth & Asset Management Type: PermanentTransform wealth operations through Lean thinking Agile delivery and AI-enabled efficiency.The RoleWe are seeking an Operational Excellence Lead to drive optimisation and transfor...