AI Business Consulting Lead- Wealth & Asset Management

About the role

Join Capco's Wealth & Asset Management practice as an AI Business Consulting Lead, helping leading wealth managers, private banks, asset managers, and investment platforms unlock measurable value from AI-enabled transformation. This role combines strategic advisory, transformation delivery, stakeholder leadership, and AI commercialisation, helping clients leverage technologies such as GPT, Copilot, and broader AI/ML capabilities to drive business value through practical, responsible, and scalable adoption. Operating at Principal Consultant level, you will lead complex client engagements, oversee multidisciplinary delivery teams, and act as a trusted advisor to senior stakeholders across business, operations, technology, risk, and compliance functions. You will play a key role in identifying AI-enabled opportunities, shaping transformation roadmaps, supporting responsible AI adoption, and driving enterprise-wide change across Wealth & Asset Management organisations while ensuring solutions remain practical, human-led, and aligned to business objectives. This role is suited to individuals who combine deep Wealth & Asset Management expertise with strong consulting capability and practical experience delivering AI-enabled business transformation within highly regulated environments.

Responsibilities

• Lead AI-enabled transformation programmes across Wealth & Asset Management organisations, identifying opportunities to improve advisor productivity, client experience, operational efficiency, and investment processes using approved AI tools and practical automation where they add value.
• Act as a trusted advisor to senior stakeholders, facilitating executive discussions, shaping AI adoption strategies, and translating business challenges into scalable AI use cases and transformation roadmaps.
• Oversee delivery activities across complex transformation programmes, leading multidisciplinary teams and supporting governance, stakeholder management, delivery planning, and change execution.
• Partner with technology, product, engineering, risk, and compliance teams to support the development, testing, governance, and deployment of AI-enabled solutions with appropriate controls, auditability, and human oversight.
• Contribute to the growth of Capco's Wealth & Asset Management AI proposition through thought leadership, client development, team mentoring, capability building, and the sharing of practical AI use cases and responsible adoption approaches.

Requirements

• Significant consulting, transformation, or AI-enabled change experience within Wealth & Asset Management, Private Banking, Asset Management, or Investment Platform environments.
• Strong understanding of AI technologies including GPT, Copilot, generative AI, NLP, foundation models, and enterprise AI adoption considerations within regulated financial services organisations.
• Proven experience leading complex programmes, consulting engagements, or transformation initiatives with strong knowledge of governance frameworks, stakeholder management, and organisational change delivery.
• Ability to engage and influence stakeholders at all levels, translating emerging technologies into commercially relevant business outcomes and practical transformation strategies.
• Collaborative and adaptable mindset, with experience balancing innovation, governance, risk management, compliance, and responsible AI adoption within enterprise environments.
• Bonus Points For
• Experience leading AI commercialisation, AI product delivery, or enterprise AI adoption initiatives within wealth management, private banking, or asset management organisations.
• Previous consulting or advisory experience within a professional services environment at Principal Consultant or equivalent level.
• Familiarity with AI governance, model risk management, MLOps, responsible AI frameworks, or regulatory considerations relating to AI deployment.
• Experience building senior client relationships, contributing to business development activities, or supporting proposition and capability development.
• Exposure to Microsoft Copilot Studio, Power Platform, Power Automate, or enterprise AI ecosystems supporting productivity and workflow transformation.
• Why Join Capco
• Lead high-impact AI transformation programmes for leading Wealth & Asset Management organisations.
• Work in a collaborative, flat, and entrepreneurial consulting culture.
• Access continuous learning, leadership development, and industry certifications.
• Play a key role in shaping Capco's Wealth & Asset Management AI capabilities and market presence.
• Help clients unlock the value of AI through practical, people-focused transformation and innovation.

Benefits

Additional Information

AI Business Consulting Lead Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Lead AI transformation across the future of Wealth & Asset Management **Wealth & Asset Management experience essential**

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at capco? Share your experience