Operational Excellence Lead – Wealth Operations

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

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