Consultant - Capital Markets & Wealth Management

Location: New York City (Hybrid) | Practice Area: Capital Markets & Wealth & Asset Management | Type: Permanent

Drive transformation across financial services through strategy, innovation, and delivery excellence.

The Role
As a Consultant within Capco’s Capital Markets & Wealth & Asset Management practice, you will work with leading financial institutions to address complex business challenges across strategy, operations, and technology. You’ll collaborate with experienced professionals in a fast-paced, client-facing environment, contributing to impactful initiatives from concept through execution.

What You’ll Do

• Design and deliver solutions addressing business, operational, and technology challenges within financial services organizations

• Develop high-quality deliverables including process maps, business requirements, project plans, and roadmaps

• Conduct qualitative and quantitative analysis, interpreting data to generate actionable insights

• Facilitate client workshops, interviews, and meetings to gather requirements and support decision-making

• Contribute to internal capability building through development of frameworks, toolkits, and reusable assets

What We’re Looking For

• 2+ years of experience in capital markets, wealth management, or asset management within financial services

• Experience in consulting or roles such as business analysis, project delivery, or product management

• Understanding of financial products, platforms, operations, or technology ecosystems

• Strong analytical and problem-solving skills with attention to detail

• Excellent communication skills with the ability to engage a range of stakeholders

Bonus Points For

• Experience working with Agile methodologies or tools such as JIRA or Confluence

• Exposure to digital innovation, AI, or emerging technologies in financial services

• Experience supporting market entry strategies or transformation initiatives