Managing Principal, Wealth and Asset Management

Location: Toronto (Hybrid) Practice Area: Wealth & Asset Management Consulting Type: Permanent

Bridge strategy and execution in Wealthdeliver platforms that advisors investors and operations can trust.

We are seeking a senior leader with deep Wealth and Asset Management expertise to drive large-scale client transformation programs and lead strategic growth initiatives within our consulting practice.

This role requires a proven track record in managing complex platform conversions integrations and business transformations across wealth management and asset servicing domains. The ideal candidate combines strong strategic vision hands-on delivery leadership and exceptional stakeholder management skills with the ability to influence senior executives across business and technology.

What Youll Do

• Lead and manage major Wealth Management transformation programs with particular focus on platform conversions data migrations and operating model transitions
• Serve as a trusted advisor to C-suite and executive leaders guiding clients through critical strategic and operational change
• Define and deliver multi-year consulting engagements from Diagnostic and roadmap phases through to implementation and post-conversion stabilization
• Build lead and inspire high-performing consulting teams fostering a culture of accountability collaboration and client excellence
• Manage senior client relationships and navigate complex governance structures to ensure alignment and successful delivery outcomes
• Contribute to the growth of the Wealth & Asset Management practice by developing new business opportunities expanding client accounts and driving thought leadership in the market
• Represent the firm as an industry expert at conferences panels and client forums
• Partner with technology vendors custodians and service providers to stay ahead of industry trends and solutions

What Were Looking For

• 12 years of experience in Wealth Management with extensive background in consulting delivery leadership or transformation management
• Proven experience leading conversion or migrations (e.g. platform modernization custodial transitions client book conversions or data integrations)
• Strong domain knowledge spanning front middle and back office including distribution portfolio management operations and client reporting
• Deep understanding of regulatory frameworks data governance and change management in financial services
• Demonstrated success in building executive relationships and influencing across large matrixed organizations
• Excellent leadership communication and negotiation skills
• Experience in Canadian or North American wealth markets strongly preferred

Why Join Capco

• Deliver high-impact solutions supporting the growth and development of our people
• Work in a collaborative flat and entrepreneurial consulting culture
• Access continuous learning training and development opportunities
• Be part of a team shaping the future of learning within financial services
• Contribute to a culture of continuous improvement and innovation

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

• Comprehensive Benefits Coverage 100% company-paid health life and disability insurance effective from Day 1 of employment.
• Retirement Savings Program Registered Retirement Savings Plan (RRSP) with employer matching options.
• Virtual Health Care Company-paid virtual care program available to employees and dependents.
• Employee & Family Assistance Program (EFAP) Professional and confidential support for you and your family.
• Parental Leave Top-Up Enhanced benefits available from Day 1 of employment.

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.