At a Glance
- Tasks: Lead operational transformation in Wealth Management using Lean, Agile, and AI tools.
- Company: Capco, a leader in Wealth & Asset Management with a focus on innovation.
- Benefits: Competitive salary, discretionary bonus, health insurance, and 5 weeks holiday.
- Other info: Continuous learning opportunities and a supportive team environment.
- Why this job: Shape the future of wealth operations and drive impactful change with AI.
- Qualifications: Experience in Wealth Management operations and Lean-led transformations.
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.
Pensions Operations Lead 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.
