At a Glance
- Tasks: Lead transformative projects in Wealth & Asset Management, integrating innovative platforms and AI tools.
- Company: Join Capco, a forward-thinking consultancy shaping the future of financial services.
- Benefits: Enjoy competitive pay, health insurance, flexible holidays, and continuous learning opportunities.
- Other info: Collaborative culture with a focus on personal growth and inclusion.
- Why this job: Make a real impact in the financial sector while embracing cutting-edge technology and AI.
- Qualifications: Experience in wealth management transformation and strong stakeholder management skills.
We are seeking an experienced Project Manager to support large-scale Wealth & Asset Management (WAM) transformation programmes, with a particular focus on platform and post-integration delivery.
This role will play a key part in overseeing end-to-end delivery across platform implementation, post-merger integration, and advisory or servicing transformation initiatives. You will work closely with client stakeholders, technology teams and delivery partners to ensure successful integration of wealth platforms and operational models in complex environments.
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 programme delivery and future operating models where appropriate, supporting innovation while maintaining robust governance and oversight.
What You'll Do
- Lead the delivery of wealth platform transformation initiatives, including post-merger technology and operations integration, using approved AI-enabled tools where appropriate to improve delivery efficiency and programme oversight.
- Oversee platform implementations (e.g. Avaloq, Temenos, Aladdin), ensuring alignment to business and regulatory requirements while leveraging AI-supported insights to enhance planning and decision-making.
- Manage RAID processes, governance forums and stakeholder engagement across advisory and servicing transformation programmes, embedding responsible AI-enabled ways of working where they deliver measurable value.
- Coordinate cross-functional teams across technology, operations and front-office stakeholders, using AI to streamline collaboration, reporting and delivery activities while maintaining appropriate human review.
- Ensure delivery within agreed scope, timelines and quality standards across Agile or hybrid environments, identifying opportunities for AI-enabled automation and continuous improvement.
What We're Looking For
- Demonstrable experience delivering transformation programmes within Wealth & Asset Management.
- Experience overseeing platform implementation or post-integration delivery within wealth management environments.
- Strong understanding of advisory, servicing and mass affluent client models.
- Proven stakeholder management experience across business and technology teams.
- Experience working within Agile or hybrid delivery frameworks, with a mindset of continuous learning and curiosity for adopting AI-enabled ways of working to improve productivity, quality and client outcomes while applying responsible AI principles.
Bonus Points For
- Direct experience with Avaloq, Temenos, Aladdin or comparable wealth platforms.
- Experience supporting post-merger integration or large-scale operating model transformation.
- Exposure to FCA regulatory requirements within wealth management.
- Professional qualifications such as PRINCE2 or PMP.
- Experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI or intelligent automation) into programme delivery within financial services.
Why Join Capco
- Deliver high-impact wealth transformation programmes for leading 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 wealth and asset management platforms.
- Help drive post-integration and digital transformation across the WAM sector.
Benefits
- Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
- Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house mental health first aiders.
- Family-Friendly: Maternity, adoption and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement.
- Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
- 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. Choose from workshops, certifications and e-learning. A Business Coach is assigned from Day One to provide one-to-one guidance and accelerate your development.
- Healthcare Access: 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. 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.
Project Manager - Banking / Financial Sector 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 Project Manager - Banking / Financial Sector 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 Project Manager - Banking / Financial Sector 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.
