Principal Consultant - Wealth Strategy

· Remote

Location

Remote

Type

Full Time

Job Description

CapcoJobs
Principal Consultant - Wealth Strategy

Principal Consultant - Wealth Strategy

Posted Yesterday
Be an Early Applicant
New York NY USA
Hybrid
157K-157K Annually
Senior level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Be Yourself at Work Make a Difference and Act with Integrity are our values at Capco.
The Role
The Principal Consultant will leverage expertise in wealth management to address strategic issues in financial services and consulting focusing on investment management financial planning and market trends.
Summary Generated by Built In

The Capital Markets Company seeks 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 $156645 and $156645 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 [email protected] and indicate job code SC051226WEB.

US Pay Range
$156645$156645 USD

Skills Required

  • Bachelor's degree or foreign equivalent in Information Systems Systems Engineering or a related field
  • Eight (8) years of progressively responsible experience in the job offered or related occupation
  • Experience working in financial services or a professional consulting firm
  • Engaging with clients to identify and analyze strategic issues
  • Developing hypotheses and frameworks for industry problems
  • Cost optimization market penetration organic growth and M&A experience
  • Master's degree in a related field with six (6) years of experience accepted as an alternative

What the Team is Saying

Sarvani
Michael
Josh

Capco Compensation & Benefits Highlights

  • Healthcare StrengthHealth dental vision EAP and fitness support are described as solid reinforced by a global wellbeing program with mental‑health resources and financial‑wellness content.
  • Leave & Time Off BreadthVacation & Paid Time Off and Sick Leave are characterized as strong with flexible hybrid working and family‑friendly policies also highlighted.
  • Parental & Family SupportParental leave is presented as a strong point alongside adoption fertility and childcare benefits with exact terms varying by country and role.

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The Company
HQ: London
6000 Employees
Year Founded: 1998

What We Do

Capco a Wipro company is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments capital markets wealth and asset management insurance and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance proven expertise and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead we work in close collaboration to understand the issues and craft disruptive bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations and we take ownership and accountability for the solutions we design build and deliver.

Why Work With Us

We support and encourage an inclusive culture entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture

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Capco Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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Date Posted

06/04/2026

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