PC - Wealth & Asset Management

As a Senior Consultant at Capco in the Wealth & Asset Management practice, your primary responsibilities include managing transformation and change delivery projects, engaging in strategic client work, and collaborating on defining client experiences and driving product innovation. You will leverage your consulting expertise to create operational efficiencies and contribute to thought leadership in the financial services industry.

To apply for the Senior Consultant position at Capco, candidates should have at least 10 years of professional experience in financial services, specifically in wealth or asset management. Management consulting experience is highly preferred, along with strong knowledge of investment management and financial advising. Advanced analytical and communication skills are also essential to succeed in this role.

Capco promotes a culture of rapid learning and professional growth for Senior Consultants in Wealth & Asset Management. You’ll have access to comprehensive resources including training programs, mentorship opportunities, and hands-on project experiences that nurture personal and career development while pushing boundaries in financial services consultancy.

The work culture at Capco is characterized by collaboration, creativity, and an entrepreneurial spirit. Senior Consultants are encouraged to express individuality and innovate, working within diverse teams to deliver exceptional outcomes for our clients. With no internal silos, you’ll have ample opportunities for career advancement and to contribute to meaningful projects.

As a Senior Consultant at Capco, you'll engage in a variety of projects within Wealth & Asset Management, including automation and digitization initiatives, user experience design, product innovation, and developing engagement strategies. You'll also lead change delivery projects that impact clients’ operational structures and facilitate effective transformations.

When answering this question, highlight a specific project where you led a transformation initiative. Discuss the objectives, key stakeholders, your approach to managing the project, and the measurable outcomes that resulted. Make sure to connect your experience back to the skills Capco values, such as problem-solving and leadership.

In your response, emphasize your grasp of asset management principles, including portfolio management and client relationship management. Discuss current challenges such as regulatory changes and technological disruptions, and convey how your experience positions you to tackle these issues effectively at Capco.

Illustrate your structured problem-solving process, emphasizing how you frame problems, analyze data, and develop actionable strategies. Utilize an example from your past experience that showcases your capability to provide effective solutions, demonstrating a direct correlation with the skills Capco seeks.

Discuss your familiarity with project management methodologies such as Agile or Lean, and any tools like MS Project or Trello that you utilize to track progress and facilitate communication. Provide examples of successful projects where these methodologies improved outcomes.

Share a specific example where you encountered conflict in a team setting. Focus on how you facilitated resolution by promoting open communication and finding common ground. Highlight your ability to maintain a collaborative atmosphere, which is crucial at Capco.

Provide insights into current innovations like robo-advisors, data analytics, and digital platforms. Discuss how these trends are reshaping client interactions and operational efficiencies, demonstrating your industry knowledge and strategic vision.

Explain your prioritization techniques, such as assessing task urgency and impact, and how you adapt to shifting priorities while ensuring the successful completion of project deliverables. Use a specific example to show your effectiveness in this area.

Choose a specific project where you took on a leadership role. Explain your leadership style and how you motivated your team to achieve goals. Spotlight the outcomes and how they align with Capco’s commitment to teamwork and excellence.

Comment on the transformative role of technology, such as AI and blockchain, in improving transparency, efficiency, and client engagement in wealth management. Highlight your excitement about leveraging technology at Capco to deliver innovative solutions.

Articulate your enthusiasm for the position by discussing Capco's innovative approach to consulting, its collaborative culture, and your desire to be part of a team that significantly impacts the financial services landscape. Align your career goals with Capco's mission.