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Principal Consultant - Wealth Strategy

Compensation

$156,645 - $156,645 USD

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Posted

15 days

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About the role

The Capital Markets Company seeks Principal Consultant in New York, NY to utilize expert knowledge in wealth management, including but not limited to financial planning, goals-based planning, investment management, products, practice management, operations, technology and overall market trends. Requirements: Bachelor’s degree or foreign equivalent in Information Systems, Systems Engineering or a related field and eight (8) years of progressively responsible experience in the job offered or related occupation: working in financial services or a professional consulting firm; engaging with clients to identify and analyze strategic issues, and developing hypotheses and frameworks for industry problems including cost optimization, market penetration, organic growth, and M&A. In the alternative, the employer will accept a Master’s degree in one of the above mentioned fields and six (6) years of experience in the skills listed above. Offered salary is between $156,645 and $156,645 per year. 40 hours per week. Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. Please email resume to kelsey.shepard@capco.com and indicate job code SC051226WEB.

US Pay Range
$156,645$156,645 USD

Skills & Tags

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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?

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