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

• Advanced proficiency in Excel and PowerPoint

• Postgraduate or advanced degree

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions

• Work in a collaborative, flat, and entrepreneurial consulting culture

• Access continuous learning, training, and industry certifications

• Be part of a team shaping the future of digital financial services

• Help shape the future of digital transformation across FS & Energy.

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• Comprehensive medical, dental, and vision insurance

• 401(k) plan with company contributions

• Tuition reimbursement and continuous learning opportunities

• Generous paid time off and flexible working arrangements

• Employee wellbeing programs and support resources

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 and each other every day.

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