Managing Principal, Wealth and Asset Management

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

Bridge strategy and execution in Wealth—deliver 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 You’ll 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 We’re 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 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.

Why This Role Is Open

We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs, and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.

Use of Artificial Intelligence in Talent Acquisition

At Capco, we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates, speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements, and AI-scheduling applications to improve the efficiency of interview coordination.

AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.