Capco Logo

Capco

Lead Business Consultant, Wealth and Asset Management

Posted Yesterday
Be an Early Applicant
Hybrid
Toronto, ON
Senior level
Hybrid
Toronto, ON
Senior level
Lead the conversion and migration strategy for a major wealth transformation program, coordinating complex delivery across multiple teams while ensuring business continuity and client experience.
The summary above was generated by AI

Convert & Migrate Lead – Major Wealth Transformation Program 
Location: Toronto (Hybrid – 4 days per week on-site) | Practice Area: Wealth & Asset Management | Type: Permanent

Lead complex wealth transformation programs that redefine how large-scale platforms transition, modernize, and deliver value.

The Role
As a Lead Business Consultant, you will define and execute the end-to-end conversion and migration strategy for a major wealth transformation program. You will lead all Conversion & Migration (C&M) pillars—spanning cutover, data, and system transitions—while working closely with senior client stakeholders, business leaders, and technology teams to enable a seamless transition with minimal business disruption.

What You’ll Do

  • Define and own the end-to-end conversion and migration strategy for a large-scale wealth transformation program

  • Lead all C&M pillars including cutover planning and execution, data mapping, ETL, and system conversion

  • Coordinate complex, multi-stream delivery across business, technology, data, and vendor teams

  • Provide executive-level leadership and communication across senior client stakeholders and governance forums

  • Ensure risk-managed execution that protects business continuity, client experience, and regulatory outcomes

What We’re Looking For

  • Extensive experience leading large-scale conversion and migration initiatives within wealth or asset management

  • Deep domain expertise across wealth platforms, products, and operating models

  • Proven program and implementation leadership on complex, multi-year transformation programs

  • Ability to operate with strong executive presence across C-suite, senior business leaders, and technology teams

  • Experience delivering change within Tier 1 financial institutions

Bonus Points For

  • Experience leading C&M workstreams within core platform replacement or modernization programs

  • Background in data-intensive migrations involving complex client, account, and product structures

  • Familiarity with regulatory, risk, and control considerations in wealth transformations

  • Experience working within consulting-led delivery models

  • Exposure to global or multi-region wealth migration programs

Why Join Capco

  • Deliver high-impact wealth transformation programs for Tier 1 financial institutions

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

  • Access continuous learning, leadership development, and industry certifications

  • Play a senior role shaping the future of wealth and asset management platforms

  • Help clients navigate complex change with clarity, confidence, and care

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

  • Comprehensive benefits coverage with 100% company-paid health, life, and disability insurance from Day 1

  • RRSP with optional employer matching contribution

  • Virtual health care and Employee & Family Assistance Program for you and your dependents

  • Enhanced parental leave top-up and new parent gift

  • Wellness support including fitness reimbursement and a Business Coach from Day 1


Why This Role Is Open
We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs, and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.

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.

 

Use of Artificial Intelligence in Talent Acquisition
At Capco, we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates, speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements, and AI-scheduling applications to improve the efficiency of interview coordination.
 
AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.

Top Skills

Data Mapping
ETL

Similar Jobs at Capco

Yesterday
Hybrid
Toronto, ON, CAN
Mid level
Mid level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
The Project Manager will lead delivery teams in wealth and asset management, managing project plans, risks, vendors, and stakeholder communications.
Top Skills: Agile DeliveryProject ManagementRisk ManagementStakeholder ManagementVendor Management
Yesterday
Hybrid
Toronto, ON, CAN
Senior level
Senior level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
This role focuses on enhancing sales enablement capabilities, executing account growth strategies, and improving proposal quality through strategic support and collaboration across teams.
Top Skills: CRMSales NavigatorSharepoint
2 Days Ago
Hybrid
Toronto, ON, CAN
Junior
Junior
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
The Office Administrator will manage front desk operations, coordinate office facilities, and support internal meetings and office events.
Top Skills: ExcelMS OfficeOutlookTeamsWord

What you need to know about the Montreal Tech Scene

With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.

Key Facts About Montreal Tech

  • Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
  • Major Tech Employers: SAP, Google, Microsoft, Cisco
  • Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
  • Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
  • Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
  • Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account