Senior Consultant - Wealth Strategy

Senior Consultants - Wealth Strategy at Capco are at the forefront of strategic client engagements and play a critical role in building the Wealth Management practice. They are involved in developing market entry strategies and executing large-scale transformations focused on people, policy, process, and technology. Additionally, they create thought leadership through collaboration and are responsible for delivering change projects that elevate client experiences.

To qualify for the Senior Consultant - Wealth Strategy role at Capco, candidates should possess over 4 years of experience in Financial Services or a professional consulting environment. A proven track record in project delivery and experience in areas such as wealth management, client onboarding, and payments management is essential. Communication skills are critical, as the role involves liaising with various internal and external stakeholders.

Capco fosters the growth of its Senior Consultants - Wealth Strategy through a culture that encourages rapid learning and career advancement. With minimal bureaucracy, employees are provided the freedom to take on challenging projects and make impactful contributions. The firm also emphasizes collaboration and innovation, ensuring that every team member can contribute to designing and delivering value for clients.

For the Senior Consultant - Wealth Strategy position at Capco in New York, the pay range sits between $106,000 and $140,000 USD. This competitive salary reflects the importance of this strategic role within the organization and recognizes the expertise brought by the selected candidate.

Capco offers a comprehensive benefits package for Senior Consultants - Wealth Strategy, which includes medical, dental, and vision insurance, a 401(k) plan, tuition reimbursement, and a focus on fostering a culture of innovation and lasting value. Employees are encouraged to thrive in an inclusive environment that prioritizes their well-being and professional development.

When answering this question, share specific examples of transformation projects you've led or been a part of, detailing your role, the challenges faced, and the outcomes achieved. Highlight characteristics that resonate with Capco’s focus on operational excellence and strategic client engagement.

Discuss innovative approaches you have implemented in previous roles or potential strategies based on your understanding of client needs. Emphasize the importance of aligning technology with client experience, as this reflects Capco’s dedication to delivering exceptional transformations.

Effective stakeholder management requires understanding their needs and expectations. Share techniques such as regular communication, relationship building, and involving stakeholders in the decision-making process to create a collaborative atmosphere, aligning with Capco’s value of teamwork.

Articulate your experience in developing business strategies that integrate digital transformation. Discuss specific projects, methodologies, and the impact those proposals had on business outcomes, showcasing your understanding of complex change initiatives in financial services.

Lay out the scenario, the challenges encountered, and the resolution process. Highlight your problem-solving ability, teamwork, and how you leveraged your expertise to guide the institution successfully, showing you can navigate the complexities similar to those faced at Capco.

Thought leadership is crucial in consulting as it positions consultants as subject matter experts and industry influencers. Discuss your perspective on creating value through innovative ideas and knowledge sharing, particularly in wealth management, and how it aligns with Capco’s approach.

Highlight methods such as agile project management, prioritizing tasks, and maintaining open lines of communication with your team. Emphasize your adaptability and focus on delivering results, resonating with Capco's commitment to excellence amid change.

Discuss current and emerging technologies such as AI, big data, and analytics that can reshape wealth management services. Challenge the status quo while demonstrating your knowledge of technology's role in enhancing client interactions, aligning with Capco's focus on digital strategy.

Detail the scenario by explaining your approach to understanding their perspective. Highlight strategies such as active listening, presenting data-backed insights, and developing rapport, showcasing your ability to navigate complex stakeholder landscapes effectively at Capco.

This is your chance to show your passion for the role and the company. Reference Capco’s unique culture, commitment to professional growth, and focus on transformative strategies that resonate with your career aspirations, aligning your goals with the firm’s vision.