At a Glance
- Tasks: Lead operational transformation in Wealth Management using Lean and AI tools.
- Company: Join Capco, a leader in Wealth & Asset Management innovation.
- Benefits: Enjoy competitive pay, flexible holidays, health insurance, and continuous learning opportunities.
- Other info: Be part of a supportive team with excellent career growth and diverse perks.
- Why this job: Make a real impact on wealth operations while embracing cutting-edge AI technology.
- Qualifications: Experience in Wealth Management operations and Lean transformation is essential.
The predicted salary is between 66150 - 80850 £ per year.
Transform wealth operations through Lean thinking, Agile delivery, and AI-enabled efficiency.
We are seeking an Operational Excellence Lead to drive optimisation and transformation across Wealth Management operations, spanning front, middle and back-office environments. This role focuses on Lean-led operational improvement, value stream redesign and AI-enabled process transformation. You will partner with client stakeholders to identify inefficiencies, deliver measurable performance improvements and embed sustainable operating model change across onboarding, servicing and core operational processes.
As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into future operating models where appropriate, balancing innovation with effective governance and oversight.
What You’ll Do
- Lead wealth operations optimisation initiatives across onboarding, servicing and core operational processes, using approved AI-enabled tools where appropriate to accelerate delivery and improve operational performance.
- Apply Lean Six Sigma methodologies and value stream mapping to identify cost, efficiency and quality improvement opportunities, leveraging AI-supported analysis to generate deeper operational insights.
- Design and deliver Agile-led operational transformation programmes that embed sustainable change and responsible AI-enabled ways of working.
- Identify, assess and implement AI-enabled automation and process redesign opportunities that improve productivity, service quality and operational resilience.
- Track and evidence measurable efficiency gains, cost optimisation and service improvements using data-driven insights and AI-enabled reporting where appropriate.
What We’re Looking For
- Strong experience within Wealth Management operations across front, middle and/or back office environments.
- Demonstrable delivery of Lean-led operational transformation programmes.
- Exposure to Agile transformation within operational environments and a curiosity for adopting AI-enabled ways of working to improve business outcomes.
Bonus Points For
- Experience delivering onboarding or servicing optimisation within wealth management environments.
- Exposure to post-integration or platform-enabled operational transformation.
- Consulting experience within Wealth & Asset Management.
- Experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI or intelligent automation) into operational change programmes.
Why Join Capco
- Deliver high-impact operational transformation for leading wealth institutions.
- Access continuous learning, training and industry certifications.
- Be part of a team shaping AI-enabled efficiency across Wealth & Asset Management.
- Help redefine operational excellence in wealth advisory and servicing models.
- Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
- Maternity, adoption and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement.
- Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
- Continuous Learning: Your growth, your way - minimum 40 hours of training annually. A Business Coach is assigned from Day One to provide one-to-one guidance and accelerate your development.
- Convenient online GP services.
- Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work and dental insurance.
Inclusion at Capco
We’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.
Operations Lead (f/m/d) in London employer: Capco
Capco is an excellent employer for those looking to make a significant impact in the banking sector, particularly in London where innovation meets tradition. With a strong focus on employee growth through professional training and a supportive work culture that values collaboration and stakeholder engagement, Capco ensures that its team members are well-equipped to lead transformative projects. The hybrid working model further enhances work-life balance, making it an attractive place for professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Lead (f/m/d) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Capco. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Lead (f/m/d) in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Capco.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Capco's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Capco
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Capco.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Capco will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Capco employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
