Senior Consultant - Wealth & Asset Management

Capco
Full-time
New York
$125,000 - $145,000
Posted on 2 months ago

Job Description

Capco is seeking a Senior Consultant to shape the future of the financial services industry by advising senior executives, driving complex programs, and designing next-generation platforms within the Wealth & Asset Management practice. The role involves leading workstreams, delivering impactful programs, and contributing to the growth of the practice through solution development and thought leadership.

Responsibilities

  • Lead strategic client engagements
  • Deliver programs across strategy, operations, technology, and organization design
  • Develop data-driven insights and recommendations
  • Drive business development efforts
  • Contribute to practice growth through solution development
  • Support internal business strategy
  • Develop and share thought leadership

Requirements

  • 5+ years of experience in management consulting or wealth/asset management
  • Strong understanding of wealth or asset management
  • Proven track record of successful project delivery
  • Comprehensive understanding of financial services
  • Exceptional communication and presentation abilities
  • Strong analytical and problem-solving skills
  • Highly organized and adaptable
  • Proficiency in Microsoft Excel and PowerPoint
  • Bachelor’s degree required; advanced degree or MBA preferred

Benefits

  • No benefits