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Operational Excellence Lead – Wealth Operations

Capco

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  5. Tell me about a process you made faster or cheaper.

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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.

As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into future operating models where appropriate, balancing innovation with effective governance and oversight.

What You’ll Do

What We’re Looking For

Bonus Points For

Why Join Capco

Benefits

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.

#LI-NL1

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Listed on greenhouse · posted 2026-02-26. ApplySarthi collects openings and links to application pages; the role is advertised by Capco, not by us.