Technical Delivery Lead (Managing Principal) — Wealth Management

About this role

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.

We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms.

You will partner closely with CIOs, CTOs, and senior business leaders, acting as a trusted advisor to shape technology strategy, architecture decisions, and transformation roadmaps.

You’ll connect business strategy to complex technology landscapes, applying leading practices to deliver scalable, future-ready solutions that drive cost efficiency, performance, and growth across the end-to-end Wealth Management value chain—including Product Manufacturing, Investment Operations, Distribution & Client Management, and Front Office/Advisor Experience.

What You'll Do!

• Lead end-to-end technology delivery across the Wealth value chain, aligning execution with enterprise strategy and executive priorities

• Advise CIO/CTO stakeholders on leading practices, including platform modernization, operating model design, and build vs. buy decisions

• Provide technology leadership across Manufacturing, Back Office, Distribution, and Front Office domains

• Shape target-state architecture using domain-driven design, microservices, event-driven architecture, and API-led ecosystems

• Translate executive strategy into delivery plans including roadmaps, OKRs, budgets, and vendor governance

• Drive measurable outcomes such as improved STP, reduced latency, optimized cost-to-serve, and enhanced client/advisor experience

• Elevate engineering maturity by establishing best practices, standards, and delivery playbooks

What We're Looking For

• At least 15 years of proven consulting and delivery leadership in Wealth and Asset Management across multiple domains

• Experience engaging CIO/CTO/COO stakeholders and influencing strategic decision-making

• Strong technical fluency across Digital Engineering, Cloud (AWS/Azure), APIs and Event Streaming, data platforms | modernization and DevOps/SRE

• Hands-on experience integrating with wealth platforms, custodians, and market data providers (g., Charles River /Eagle/SS&C/SimCorp/Broadridge).

• Regulatory awareness across North American Wealth (KYC/AML, FATCA/CRS, CFR, PIPEDA/OSFI)

Bonus Points

• Cloud certs (AWS/Azure), API/streaming at scale, data quality & lineage tooling.

• Experience with Salesforce FSC, Appian/PEGA, or analytics/GenAI assistants for advisors/ops.

• CFA/CIPM awareness (performance/attribution) or equivalent domain depth.

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 Benefits Coverage – 100% company-paid health, life, and disability insurance effective from Day 1

• Retirement Savings Program – RRSP with optional employer matching contributions

• Virtual Health Care – Company-paid access for employees and dependents

• Parental Leave Top-Up – Enhanced parental leave benefits from Day 1

• Wellness Support – Lifestyle spending account to promote health and wellbeing

Inclusion at Capco
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