Operational Excellence Lead – Wealth Operations at Capco

<p><strong>Operational Excellence Lead – Wealth Operations</strong></p> <p>Location: London | <strong>Practice Area</strong>: Wealth &amp; Asset Management | Type: Permanent</p> <p><strong>Transform wealth operations through Lean thinking, Agile delivery, and AI-enabled efficiency.</strong></p> <p><strong>The Role</strong><br>We are seeking an Operational Excellence Lead to drive optimisation and transformation across Wealth Management operations, spanning front, middle, and back-office environments.</p> <p>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.</p> <p><strong>What You’ll Do</strong></p> <ul> <li>Lead wealth operations optimisation initiatives across onboarding, servicing, and core operational processes</li> <li>Apply Lean Six Sigma methodologies and value stream mapping to identify cost, efficiency, and quality improvement opportunities</li> <li>Design and deliver Agile-led operational transformation programmes</li> <li>Identify and implement AI-enabled automation and process redesign use cases</li> <li>Track and evidence measurable efficiency gains, cost optimisation, and service improvements</li> </ul> <p><strong>What We’re Looking For</strong></p> <ul> <li>Strong experience within Wealth Management operations (front, middle, and/or back office)</li> <li>Demonstrable delivery of Lean-led operational transformation programmes</li> <li>Experience in value stream mapping, cost optimisation, and process redesign</li> <li>Exposure to Agile transformation within operational environments</li> <li>Ability to engage senior stakeholders and translate operational insights into strategic outcomes</li> </ul> <p><strong>Bonus Points For</strong></p> <ul> <li>Experience delivering onboarding or servicing optimisation within wealth environments</li> <li>Practical experience identifying and implementing automation or AI-enabled efficiency solutions</li> <li>Exposure to post-integration or platform-enabled operational transformation</li> <li>Consulting experience within Wealth &amp; Asset Management</li> <li>Cross-functional transformation experience spanning technology and operations</li> </ul> <p><strong>Why Join Capco</strong></p> <ul> <li>Deliver high-impact operational transformation for leading wealth institutions</li> <li>Work in a collaborative, flat, and entrepreneurial consulting culture</li> <li>Access continuous learning, training, and industry certifications</li> <li>Be part of a team shaping AI-enabled efficiency across Wealth &amp; Asset Management</li> <li>Help redefine operational excellence in wealth advisory and servicing models</li> </ul> <p>We offer a competitive, people-first benefits package designed to support every aspect of your life:</p> <ul> <li><strong>Core Benefits</strong>: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.</li> <li><strong>Mental Health</strong>: Easy access to CareFirst, Unmind, Aviva consultations, and in-house mental health first aiders.</li> <li><strong>Family-Friendly</strong>: Maternity, adoption, and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.</li> <li><strong>Family Care</strong>: 8 complimentary backup care sessions for emergency childcare or elder care.</li> <li><strong>Holiday Flexibility</strong>: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.</li> <li><strong>Continuous Learning</strong>: 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.</li> <li><strong>Healthcare Access</strong>: Convenient online GP services.</li> <li><strong>Extra Perks</strong>: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.</li> </ul> <p><strong>Inclusion at Capco</strong><br>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</p> <p>&nbsp;</p> <p><span style="color: rgb(26, 26, 26);">#LI-NL1</span></p>