Capco

Principal Consultant - Wealth Strategy

Capco$156K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Information Systems, Systems Engineering, or related field; or Master's degree with relevant experience
  • 8 years of experience in financial services or consulting, or 6 years with a Master's
  • Experience in wealth management and financial planning
  • Strong client engagement skills with a focus on strategic issues
  • Proficiency in developing frameworks for industry-related problems

Responsibilities

  • Leverage expertise in wealth management to advise clients
  • Identify and analyze strategic issues affecting client businesses
  • Develop hypotheses and frameworks for tackling industry challenges
  • Guide clients on financial planning, investment management, and market trends
  • Collaborate with clients on cost optimization and growth strategies

Benefits

  • Telecommuting options available depending on company policy
  • Opportunity to work in a dynamic and evolving field
  • Engagement with a diverse portfolio of clients
  • Possibility for business travel to client sites
Full Job Description
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 [redacted] and indicate job code SC051226WEB. US Pay Range $156,645-$156,645 USD

About Capco

Capco is a global management and technology consultancy dedicated to the financial services industry. Founded in 1998, Capco has grown into a global organization with more than 5,000 employees serving clients in the financial services industry across the Americas, Europe, and Asia Pacific. Capco provides a range of services to its clients, including strategy, digital, technology, and risk and compliance. The company is headquartered in New York City and has offices in major financial centers around the world. For more information, please visit their website at www.capco.com.
Learn more about Capco
Size
5,000 employees
Industry
Founded
1998

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