Managing Principal - Wealth & Asset Management

Senior Delivery Leadership Role — Wealth Management & Asset Management

Location: Toronto (Hybrid) Practice Area: Wealth & Asset Management Consulting Type: Permanent

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.

The Role

We are seeking a senior leader with deep Wealth and Asset Management expertise to drive large-scale client transformation programs and lead strategic growth initiatives within our consulting practice.

This role requires a proven track record in managing complex platform conversions, integrations, and business transformations across wealth management and asset servicing domains. The ideal candidate combines strong strategic vision, hands-on delivery leadership, and exceptional stakeholder management skills, with the ability to influence senior executives across business and technology.

What You’ll Do

Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating model transitions

Serve as a trusted advisor to C-suite and executive leaders, guiding clients through critical strategic and operational change

Define and deliver multi-year consulting engagements – from Diagnostic and roadmap phases through to implementation and post-conversion stabilization

Build, lead, and inspire high-performing consulting teams, fostering a culture of accountability, collaboration, and client excellence

Manage senior client relationships and navigate complex governance structures to ensure alignment and successful delivery outcomes

Contribute to the growth of the Wealth & Asset Management practice by developing new business opportunities, expanding client accounts, and driving thought leadership in the market

Represent the firm as an industry expert at conferences, panels, and client forums

Partner with technology vendors, custodians, and service providers to stay ahead of industry trends and solutions

What We’re Looking For

12+ years of experience in Wealth Management, with extensive background in consulting, delivery leadership, or transformation management

Proven experience leading conversion or migrations (e.g. platform modernization, custodial transitions, client book conversions, or data integrations)

Strong domain knowledge spanning front, middle, and back office – including distribution, portfolio management, operations, and client reporting

Deep understanding of regulatory frameworks, data governance, and change management in financial services

Demonstrated success in building executive relationships and influencing across large, matrixed organizations

Excellent leadership, communication, and negotiation skills

Experience in Canadian or North American wealth markets strongly preferred

Why Join Capco

Opportunity to lead high-impact enterprise-level programs with Tier 1 financial institutions in a collaborative, entrepreneurial culture

Access continuous learning, certifications, and mentorship—while shaping the future of digital Wealth

Benefits (Toronto): Competitive comp with performance bonus; RRSP match/pension; extended health/dental/vision; life & critical illness; hybrid/flexible work; generous PTO & leaves; wellness support; transit/commuter perks; L&D budget and internal coaching.