At a Glance
- Tasks: Lead transformative projects in financial services, utilising AI tools for enhanced delivery.
- Company: Capco, an inclusive employer committed to diversity and innovation.
- Benefits: Competitive salary, flexible holidays, mental health support, and continuous learning opportunities.
- Other info: Join a collaborative culture that values diversity and personal growth.
- Why this job: Shape the future of digital financial services with top-tier clients and cutting-edge technology.
- Qualifications: Experience in project management within financial services and familiarity with investment platforms.
The predicted salary is between 63000 - 77000 £ per year.
This job is with Capco, an inclusive employer and a member of my Gwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.
Project Manager – Wealth & Asset Management / Capital Markets / Banking & Payments
Location: Edinburgh (Hybrid) | Practice Area: Wealth & Asset Management, Capital Markets, Banking & Payments | Type: Permanent
Help Shape Platform-Led Change in Financial Services
The Role
We’re looking for experienced Project Managers with deep insight into the business and operating models of wealth managers, asset managers, and investment platforms.
You’ll work closely with top-tier clients on complex platform transformation and migration programmes—often involving systems like Aladdin, Avaloq, Cinqor, FNZ, and Charles River.
This role requires not just project management skills, but a hands-on understanding of how investment firms run front to back.
You'll also be expected to leverage approved AI tools, automation, and AI-enabled workflows to enhance project delivery, reporting, planning, and decision-making, while applying appropriate human judgement and governance throughout the project lifecycle.
- What You’ll Do
- Lead platform change and migration projects across front office, operations, and technology functions.
- Deliver end-to-end regulatory or strategic change across multiple workstreams and stakeholders, using AI-enabled ways of working where appropriate to improve delivery efficiency and insight.
- Own project governance, tracking and reporting—ensuring transparency and proactive risk management, leveraging approved AI tools and automation to support reporting, monitoring, and project controls while maintaining appropriate review and oversight.
- Collaborate with internal teams and client stakeholders to align priorities and ensure successful outcomes.
- Guide and support client teams through change adoption, training, and business readiness, championing responsible adoption of AI-enabled ways of working where aligned to client and organisational standards.
- What We’re Looking For
- Proven experience as a Project Manager in Wealth & Asset Management, Capital Markets, or Banking & Payments.
- Solid exposure to investment platforms or products—particularly Aladdin, Avaloq, Cinqor, FNZ, or Charles River.
- Strong understanding of business architecture in investment firms—front office, operations, and middle office.
- Comfortable working in fast-paced environments with matrixed stakeholder structures.
- Effective communicator with a consultative mindset and ability to influence change.
- Curiosity and willingness to adopt approved AI tools and AI-enabled workflows to improve project delivery, collaboration, and productivity.
- Ability to apply sound judgement when using AI-generated outputs, ensuring appropriate validation, auditability, escalation, and compliance with responsible AI and organisational governance standards.
- Bonus Points For
- Background in consulting.
- Experience with portfolio management systems and investment administration.
- Business consulting experience, especially in regulatory-driven change.
- Strong Agile and Waterfall delivery methodology knowledge.
- Familiarity with business readiness and user acceptance testing coordination.
- Experience supporting AI-enabled transformation, automation, or technology modernisation initiatives within financial services.
- Why Join Capco
- Deliver high-impact technology solutions for Tier 1 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 digital financial services
- Help shape the future of digital transformation across FS & Energy
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 Care First, Unmind, Aviva consultations, and in-house first aiders.
Family-Friendly: Maternity, adoption, 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: Minimum 40 Hours of
- Training
Annually: Take your pick—workshops, certifications, e-learning—your growth, your way.
- Also, Business Coach assigned from
- Day
One: Get one-on-one guidance to fast-track your goals 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 a barrier-free, inclusive recruitment process.
If you need any adjustments at any stage, just let us know – we’ll be happy to help.
We welcome applicants from all backgrounds.
At Capco, we value the difference you make, and the differences that make you.
Our #Be Yourself At Work culture champions diversity, equity and inclusivity, and we bring a collaborative mindset to our partnerships with clients and colleagues. #Be Yourself At Work is the cornerstone of our success and a value that our employees live and breathe every day.
Project / Programme Manager - Financial Services 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 / Programme Manager - Financial Services
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Project / Programme Manager - Financial Services at Capco!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like Capco or be willing to refer you for that Project / Programme Manager - Financial Services position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from Capco who’s on the lookout for their next Project / Programme Manager - Financial Services star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Project / Programme Manager - Financial Services role at Capco!
We think you need these skills to ace Project / Programme Manager - Financial Services
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at Capco. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at Capco
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at Capco. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
