Operational Excellence Lead – Wealth Operations

Location: London | Practice Area: Wealth & Asset Management | Type: Permanent

Transform wealth operations through Lean thinking, Agile delivery, and AI-enabled efficiency.

The Role

We are seeking an Operational Excellence Lead to drive optimisation and transformation across Wealth Management operations, spanning front, middle and back-office environments.

This role focuses on Lean-led operational improvement, value stream redesign and AI-enabled process transformation. You will partner with client stakeholders to identify inefficiencies, deliver measurable performance improvements and embed sustainable operating model change across onboarding, servicing and core operational processes.

As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into future operating models where appropriate, balancing innovation with effective governance and oversight.

What You’ll Do

• Lead wealth operations optimisation initiatives across onboarding, servicing and core operational processes, using approved AI-enabled tools where appropriate to accelerate delivery and improve operational performance.
• Apply Lean Six Sigma methodologies and value stream mapping to identify cost, efficiency and quality improvement opportunities, leveraging AI-supported analysis to generate deeper operational insights.
• Design and deliver Agile-led operational transformation programmes that embed sustainable change and responsible AI-enabled ways of working.
• Identify, assess and implement AI-enabled automation and process redesign opportunities that improve productivity, service quality and operational resilience.
• Track and evidence measurable efficiency gains, cost optimisation and service improvements using data-driven insights and AI-enabled reporting where appropriate.

What We’re Looking For

• Strong experience within Wealth Management operations across front, middle and/or back office environments.
• Demonstrable delivery of Lean-led operational transformation programmes.
• Experience in value stream mapping, cost optimisation and process redesign.
• Exposure to Agile transformation within operational environments and a curiosity for adopting AI-enabled ways of working to improve business outcomes.
• Ability to engage senior stakeholders and translate operational insights into strategic outcomes while applying responsible AI principles and sound professional judgement.

Bonus Points For

• Experience delivering onboarding or servicing optimisation within wealth management environments.
• Practical experience identifying and implementing automation or AI-enabled efficiency solutions.
• Exposure to post-integration or platform-enabled operational transformation.
• Consulting experience within Wealth & Asset Management.
• Experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI or intelligent automation) into operational change programmes.

Why Join Capco

• Deliver high-impact operational transformation for leading wealth institutions.
• Work in a collaborative, flat and entrepreneurial consulting culture.
• Access continuous learning, training and industry certifications.
• Be part of a team shaping AI-enabled efficiency across Wealth & Asset Management.
• Help redefine operational excellence in wealth advisory and servicing models.

Benefits

• 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.
• 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 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.

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