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Consultant - Capital Markets & Wealth Management

Capco

US - New York Hybrid permanent

Posted: March 19, 2026

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Quick Summary

The consultant will work with leading financial institutions to address complex business challenges across strategy, operations, and technology.

Job Description

Location: New York City (Hybrid) | Practice Area: Capital Markets & Wealth & Asset Management | Type: Permanent

Drive transformation across financial services through strategy, innovation, and delivery excellence.

The RoleAs a Consultant within Capco’s Capital Markets & Wealth & Asset Management practice, you will work with leading financial institutions to address complex business challenges across strategy, operations, and technology. You’ll collaborate with experienced professionals in a fast-paced, client-facing environment, contributing to impactful initiatives from concept through execution.

What You’ll Do


Design and deliver solutions addressing business, operational, and technology challenges within financial services organizations


Develop high-quality deliverables including process maps, business requirements, project plans, and roadmaps


Conduct qualitative and quantitative analysis, interpreting data to generate actionable insights


Facilitate client workshops, interviews, and meetings to gather requirements and support decision-making


Contribute to internal capability building through development of frameworks, toolkits, and reusable assets

What We’re Looking For


2+ years of experience in capital markets, wealth management, or asset management within financial services


Experience in consulting or roles such as business analysis, project delivery, or product management


Understanding of financial products, platforms, operations, or technology ecosystems


Strong analytical and problem-solving skills with attention to detail


Excellent communication skills with the ability to engage a range of stakeholders

Bonus Points For


Experience working with Agile methodologies or tools such as JIRA or Confluence


Exposure to digital innovation, AI, or emerging technologies in financial services


Experience supporting market entry strategies or transformation initiatives


Advanced proficiency in Excel and PowerPoint


Postgraduate or advanced degree

Why Join Capco


Deliver high-impact technology 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:


Comprehensive medical, dental, and vision insurance


401(k) plan with company contributions


Tuition reimbursement and continuous learning opportunities


Generous paid time off and flexible working arrangements


Employee wellbeing programs and support resources

Inclusion at CapcoWe’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s 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.

#LI-JC1

US Pay Range
$98,000—$112,000 USD

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