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For Companies At a Glance
- Tasks: Lead operational excellence initiatives in wealth management through analysis and technology-driven change.
- Company: Join Capco, a forward-thinking consulting firm with a collaborative culture.
- Benefits: Enjoy competitive pay, health insurance, flexible holidays, and continuous learning opportunities.
- Why this job: Make a real impact on wealth transformation projects while growing your career.
- Qualifications: Experience in wealth management and Agile delivery is essential.
- Other info: Be part of a diverse team that values individuality and supports your professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Enable wealth platform and operations transformation through structured analysis and technology-enabled change.
The Role
We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives. You will play a key role in translating business needs into structured requirements across platform integration and advisory or servicing transformation programmes. Working within Agile delivery environments, you will collaborate with stakeholders across front office, operations, and technology teams to ensure seamless platform integration and operational enhancement.
What You’ll Do
- Gather, document, and refine business and data requirements across wealth platform and operations transformation initiatives
- Create and manage user stories and product backlogs, supporting sprint ceremonies within Agile environments
- Map current and target operating models (TOM), including onboarding, suitability, and servicing journeys within Private Banking and Wealth Management
- Define integration and data requirements to support platform interoperability and system change
- Work alongside technology teams and platform providers (e.g. Avaloq, Temenos, Aladdin environments) to ensure alignment between business needs and technical delivery
What We’re Looking For
- Proven experience as a Business Analyst within Wealth Management (priority) or Asset Management
- Strong experience in Agile delivery, including backlog refinement and sprint collaboration
- Experience in operations mapping and wealth lifecycle processes such as onboarding, suitability, and servicing
- Ability to translate complex requirements into clear documentation and structured delivery artefacts
- Strong stakeholder management skills across business and technology teams
Bonus Points For
- Exposure to wealth platforms such as Avaloq, Temenos, or Aladdin (configuration experience not required)
- Experience supporting wealth platform integration or transformation programmes
- Knowledge of FCA conduct requirements within wealth environments
- Professional certifications such as BCS Business Analysis or CISI
- Experience working across multi-entity or post-integration wealth environments
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 platform integration and advisory transformation
We offer a competitive, people-first benefits package designed to support every aspect of your life:
- 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.
- 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.
Capco does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations.
Operational Excellence Lead – Wealth Operations employer: Capco
Contact Detail:
Capco Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Excellence Lead – Wealth Operations
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth & Asset Management space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by brushing up on Agile methodologies and operational excellence concepts. Be ready to discuss how you’ve tackled similar challenges in the past. Show them you’re not just a fit on paper but a real asset to their team!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, make sure your application reflects the specific skills and experiences that align with the Operational Excellence Lead role. Highlight your experience with platforms like Avaloq or Temenos if you have it!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Operational Excellence Lead – Wealth Operations
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in Wealth & Asset Management. We want to see how your skills align with the role, so don’t hold back on showcasing relevant projects or achievements!
Showcase Your Agile Experience: Since we’re all about Agile delivery, it’s crucial to emphasise your experience with sprint ceremonies and backlog management. Share specific examples of how you’ve collaborated with teams to drive successful outcomes.
Be Clear and Concise: When documenting your experiences, clarity is key! Use straightforward language to explain complex concepts, just like you would when translating business needs into structured requirements. We appreciate a well-organised application.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Capco
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of Wealth & Asset Management. Understand the key processes like onboarding and servicing journeys, as well as the platforms mentioned in the job description, such as Avaloq and Temenos. This will help you speak confidently about how your experience aligns with the role.
✨Master Agile Methodologies
Since the role involves working in Agile environments, be prepared to discuss your experience with backlog refinement and sprint ceremonies. Think of specific examples where you've successfully collaborated with teams to deliver results. This shows you can hit the ground running!
✨Stakeholder Management is Key
Highlight your ability to manage stakeholders effectively. Prepare examples of how you've communicated complex requirements to both business and technology teams. This will demonstrate your capability to bridge the gap between different areas and ensure smooth project delivery.
✨Prepare for Scenario Questions
Expect scenario-based questions that test your problem-solving skills. Think about challenges you've faced in previous roles related to platform integration or operational uplift initiatives. Be ready to explain your thought process and the outcomes of your actions.