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Managing Principal - Wealth & Asset Management

Capco1 day ago
Toronto, Ontario
Senior Level
full_time

Top Benefits

Competitive salary with performance bonus
RRSP match and pension plan
Extended health, dental, and vision coverage

About the role

Senior Delivery | Leadership Role — Wealth Management & 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. The Role 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

  • Opportunity to lead high-impact enterprise-level programs with Tier 1 financial institutions in a collaborative, entrepreneurial culture
  • Access continuous learning, certifications, and mentorship—while shaping the future of digital Wealth

Benefits (Toronto): Competitive comp with performance bonus; RRSP match/pension; extended health/dental/vision; life & critical illness; hybrid/flexible work; generous PTO & leaves; wellness support; transit/commuter perks; L&D budget and internal coaching.

About Capco

Financial Services
5001-10,000

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent.