About the role

Aplyr's Quick Take

This role is about leading operational improvements in Wealth Management through Lean methodologies and Agile practices. You'll work on optimizing processes across various operational areas, focusing on efficiency and AI-driven solutions. It's primarily an individual contributor position with a strategic focus.

Good fit

Ideal candidates have significant experience in Wealth Management operations and a strong background in Lean Six Sigma and Agile transformations. You should be comfortable engaging with senior stakeholders and translating operational insights into actionable strategies.

Worth noting

The role emphasizes AI-enabled solutions, which may appeal to those interested in tech-driven operational improvements. However, the spec is vague on day-to-day responsibilities, which could lead to uncertainty about the role's scope.

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.

What You’ll Do

Lead wealth operations optimisation initiatives across onboarding, servicing, and core operational processes
Apply Lean Six Sigma methodologies and value stream mapping to identify cost, efficiency, and quality improvement opportunities
Design and deliver Agile-led operational transformation programmes
Identify and implement AI-enabled automation and process redesign use cases
Track and evidence measurable efficiency gains, cost optimisation, and service improvements

What We’re Looking For

Strong experience within Wealth Management operations (front, middle, and/or back office)
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
Ability to engage senior stakeholders and translate operational insights into strategic outcomes

Bonus Points For

Experience delivering onboarding or servicing optimisation within wealth 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
Cross-functional transformation experience spanning technology and operations

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

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 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

#LI-NL1

Skills & Tags

ai design

Aplyr's read

Capco is a global management and technology consultancy focused on the financial services sector, attracting professionals with expertise in banking, insurance, and digital transformation.
Synthesized from recent postings & public sources

What's promising

•Capco specializes in financial services, offering tailored solutions for banking and insurance clients.
•The company emphasizes digital transformation, providing opportunities to work with cutting-edge technology.
•Capco's global presence allows for diverse project experiences across different markets.

What to watch

•High-pressure environment due to demanding client expectations in the financial sector.
•Work-life balance can be challenging with frequent travel for client engagements.
•Limited public information about career advancement and internal mobility opportunities.

Why Capco

•Capco's focus on financial services differentiates it from more generalized consultancies.
•The company offers a blend of management and technology consulting, appealing to hybrid skill sets.
•Capco's culture emphasizes innovation in financial technology, attracting tech-savvy professionals.

Aplyr’s read is generated by AI from public sources. Was it useful?