Lead, Post-Merger and Operating Model Integration - Wealth & Asset Management

Are you ready to take the lead in transforming the Wealth & Asset Management landscape? As a Post Merger / Operating Model Integration Lead at Capco, you will play a pivotal role in driving strategic initiatives and ensuring seamless integration post-merger. Your expertise will guide our clients through the complexities of operational changes, fostering a collaborative environment to deliver innovative solutions.In this dynamic role, you will leverage your extensive experience in the financial services sector to create and implement effective operating models. Your ability to analyze and optimize processes will be key to achieving operational excellence. Join us and be part of a talented team that is dedicated to delivering exceptional value to our clients.

We are seeking a dynamic and strategic Post Merger Integration Lead to join our team at Bunch in London. In this pivotal role, you will be responsible for ensuring the seamless integration of acquired companies into our operations, fostering collaboration across departments, and driving the execution of integration plans. Your expertise will be essential in identifying synergies, streamlining processes, and maximizing value from mergers and acquisitions.

We are seeking an experienced Senior Post-Merger Integration Manager to lead our integration efforts following mergers and acquisitions. In this pivotal role, you will collaborate with cross-functional teams to ensure seamless transitions, drive operational efficiencies, and foster a culture of synergy within the organization.Your expertise in change management and strategic planning will be critical as you navigate complex integration processes. You will be responsible for developing integration strategies, managing timelines, and communicating effectively with stakeholders.

Are you a dynamic and detail-oriented Project Manager with a passion for Wealth and Asset Management? Join Capco, a leading global management consultancy, known for delivering innovative solutions and helping financial institutions navigate the complexities of their industries. We are seeking an experienced Project Manager to lead strategic initiatives and deliver exceptional value to our clients.

Join our dynamic team at Capco as a Business Analyst in the Wealth & Asset Management sector. In this role, you will leverage your analytical skills to drive business outcomes and enhance client satisfaction. You will work closely with stakeholders to identify opportunities for improvement and implement solutions that align with our clients' strategic goals.

Join Wavestone as an Associate Partner in our Wealth Asset Management division, where you will play a pivotal role in guiding clients towards optimal financial solutions. Leverage your expertise in asset management to drive client success and foster strong relationships within our dynamic team.

About NOVA Wealth:NOVA Wealth is an innovative startup determined to revolutionize financial advice delivery in the UK. Our commitment to a customer-centric approach is fundamental to every client interaction. By harnessing advanced technology, we empower our advisers to provide exceptional service while minimizing daily administrative tasks.Our mission is to transform the financial advice landscape, yielding better customer outcomes at a reduced cost for a broader audience. With customer-focused advisers supported by our cutting-edge Lifeline technology, we enable our clients to make informed financial decisions and pursue their dream lives.Role Overview:We are looking for a dynamic Finance Lead who will take complete ownership of our financial operations. This position goes beyond basic bookkeeping; we need a visionary builder. You will design and establish our financial framework as we expand from approximately 100 employees towards our significant growth objectives.As our inaugural full-time Finance Lead, you will connect meticulous operational tasks (such as bookkeeping, payroll, and compliance) with high-level strategic initiatives. You will serve as a vital advisor to our leadership team, ensuring that our unit economics are solid, our growth trajectory is sustainable, and our financial data is always ready for investors.Key Responsibilities:Strategic Financial Partnership: Provide in-depth analyses on margins, CAC/LTV, business unit budget performance, and runway to guide important business decisions as an adviser to senior management.Operational Excellence: Oversee comprehensive financial operations including bookkeeping, preparation of management and statutory accounts, supplier payments, invoicing, and payroll for our team of about 100.System Building: Assess, implement, and refine a modern financial stack (ERP, expenses, payroll) capable of managing the intricacies of a fast-growing business.Fundraising & Investor Relations: Keep our cap table organized and lead financial due diligence preparations for future funding rounds and board reporting.Budgeting & Forecasting: Manage the company’s ongoing financial model, providing proactive scenario-based predictions.Compliance & Audit: Maintain full compliance with UK regulations, overseeing the annual audit process and tax-related matters (including R&D tax credits, EIS & EMI compliance).Qualifications:Professional Credentials: You are ACA, ACCA, or CIMA qualified with substantial post-qualification experience, preferably in a high-growth startup or scale-up environment.Experience: Proven track record in financial leadership roles, demonstrating strategic thinking and operational excellence.Technical Skills: Proficient in financial software and tools, with the ability to adapt to new technologies.Communication: Excellent communicator, capable of conveying complex financial concepts to non-financial stakeholders.

Join Capco as a Business Analyst specializing in Wealth & Asset Management. In this dynamic role, you will have the opportunity to work with leading financial institutions, helping them navigate complex challenges and enhance their operational efficiency. Your analytical skills will be instrumental in driving impactful business solutions and fostering innovation within the industry.

Join Dwelly as an Integrations Manager (Post-M&A)Are you ready to take on a pivotal role in a fast-paced, innovative environment? Dwelly, a cutting-edge lettings and property management platform, is looking for an experienced Integrations Manager to facilitate seamless client and operational integrations across the UK. This role is integral to our ongoing growth strategy following our recent mergers and acquisitions.As the Integrations Manager, you will oversee the entire integration process, from onboarding new clients to migrating data and consolidating office leases. Your focus will be on operational efficiency and ensuring a smooth transition for all stakeholders involved. We are seeking a highly organized, analytically minded individual who thrives in dynamic settings and possesses a strong understanding of British business culture.This is an evergreen role, meaning we are continually building our talent pipeline. Even if we do not have an immediate opening, we encourage you to apply, and our Talent team will reach out to explore future opportunities with you.

Senior Data Architect – Wealth & Asset Management. Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Design the blueprint. Architect the future of the Wealth & Asset Management industry. Empower data transformation. The RoleCapco is on the lookout for a Senior Data Architect to spearhead and execute intricate data architecture projects for our Wealth & Asset Management clientele. In this pivotal consulting role, you will assist wealth managers, asset managers, and private banks in navigating extensive data transformation initiatives—crafting enterprise data strategies, designing target architectures, and developing scalable, cloud-based platforms that enhance advisor and client interactions, investment analytics, regulatory reporting, and operational efficacy. In addition to client delivery, you will play a key role in advancing Capco’s Wealth & Asset Management data architecture offerings and thought leadership in contemporary cloud-native data ecosystems. What You’ll Do Lead agile consulting projects, delivering cutting-edge data architecture and cloud transformation in Wealth & Asset Management. Define and implement scalable enterprise data strategies across various programs and business units. Design canonical WAM data domains and models (e.g., client/household, portfolio/account, holdings/transactions, instruments & pricing, performance, fees). Architect and deliver cloud-native data platforms (AWS, Azure, GCP) that empower advisor/client journeys and facilitate advanced investment analytics (risk, performance, reporting). Establish integration patterns across core WAM platforms (CRM/advisor, OMS/PMS, wealth back office, custody, market/reference data, reporting). Develop robust data quality, reconciliation, and control frameworks (e.g., holdings vs. books & records/AUM, pricing, corporate actions, fees/NAV). Drive master and reference data strategies (clients, instruments, counterparties, legal entities) in alignment with governance, metadata, privacy, and stewardship. Act as a subject matter expert, translating complex technical concepts into clear business value for senior stakeholders.

Capco is looking for a Senior Product Manager to join the Product & Experience team, focusing on Wealth & Asset Management. This permanent role is based in London and offers a hybrid work arrangement. Role overview This position centers on leading projects for clients in the financial services sector, with a particular emphasis on AI-driven solutions. The Senior Product Manager will collaborate with cross-functional teams both in the UK and internationally, guiding products from initial discovery through delivery and ongoing improvement. What you will do Lead projects for clients, working closely with teams across Capco in the UK and abroad. Shape AI product strategies, develop compelling value propositions, and build roadmaps and delivery plans, including commercialization strategies. Oversee the entire product lifecycle, adapting approaches as needed from discovery to delivery and iteration. Identify and define AI use cases that drive revenue, boost user engagement, and improve cost efficiency. Balance user needs, business objectives, and technical requirements to deliver scalable, impactful products. Who succeeds in this role This role fits someone who is comfortable navigating complex, highly regulated environments, particularly within financial services and energy. Experience with AI product strategy and managing the full product lifecycle is important for success. Key details Location: London (Hybrid) Practice Area: Product & Experience Type: Permanent

Join Capco as an Operational Excellence Lead in our Wealth Operations team. In this pivotal role, you will drive process improvements and implement best practices to optimize operational efficiency. Your expertise will help shape our strategies to deliver exceptional client services and enhance overall operational performance.

About NextStep NextStep connects experienced consulting professionals with roles that make a difference, using AI-driven matching technology. We work with organizations across multiple sectors to place talent where it matters most. This Operating Model Manager position is for one of our clients, a global firm that values meaningful impact and high standards. About the Client Our client is a global professional services firm headquartered in London, with over 15,000 employees in 40 countries. They deliver audit, advisory, and consulting services to clients in both private and public sectors. After a period of significant growth and investment, the firm is reviewing its operating model to improve efficiency, sharpen client focus, and encourage collaboration across service lines. The Operating Model Manager will join the internal transformation team and help lead this change. Role Overview The Operating Model Manager will lead workstreams within the firm’s operating model redesign. This includes analyzing current performance, designing future-state structures, and supporting the rollout of changes. The role involves collaborating across service lines and regions to develop recommendations for senior leadership, all aimed at helping the firm reach its strategic goals. Key Responsibilities Assess current operating models across functions and service lines, including process mapping, cost analysis, and benchmarking. Design future-state operating model frameworks, covering structure, governance, shared services, and technology integration. Build business cases for proposed changes, outlining costs, benefits, risks, and implementation needs. Work with HR, Finance, and Technology teams to implement approved changes. Prepare clear, structured deliverables for review by senior leadership. Requirements 5–8 years of experience in management consulting, organizational design, or an internal transformation role, including direct work on operating model design. Strong analytical and structured thinking skills, with the ability to break down complex organizations and create evidence-based recommendations. Excellent communication skills, with experience leading high-level workshops and producing board-ready deliverables.

About DwellyDwelly is an innovative, AI-driven lettings and property management platform based in the UK, expanding through a strategic roll-up approach that involves acquiring established estate agencies. Our dual approach includes: i) acquiring existing letting agencies, which allows us to purchase their well-established, recurring landlord portfolios, and ii) developing advanced technology solutions to automate tenant management, payment processing, and post-rental property upkeep. Our mission is to seamlessly integrate AI functionalities that streamline operations within traditional real estate agencies, transforming them into a high-efficiency, tech-enabled letting platform within just two months.As a fast-growing, product-centric organization, we are supported by top-tier investors and led by a team with extensive experience across real estate, technology, and operations.Position SummaryThe Integration Associate is essential to Dwelly’s post-acquisition integration team, collaborating closely with the Integration Manager to ensure smooth operational, client, and team integrations following acquisitions.This hands-on role offers high visibility and serves as a development pathway toward the Integration Manager position. The Associate will assist with project coordination, data migration, operational enhancements, and transitions for personnel while gaining comprehensive integration experience across multiple acquisitions.The ideal candidate is highly organized, results-oriented, and thrives in dynamic, real-world operational settings.Key Responsibilities:1. Integration Delivery & Project SupportSupport the Integration Manager throughout all phases of post-acquisition integration projects.Assist in onboarding new acquisitions, data migration, and transitioning processes onto the Dwelly platform.Track integration milestones, workstreams, dependencies, and deliverables.Maintain integration plans, timelines, and progress reports.Manage individual integration pages and contribute to the development and ongoing enhancement of integration playbooks.Proactively identify risks, bottlenecks, and post-completion issues for resolution.2. Operational & Administrative ExecutionSupport operational consolidation tasks, including:Accounting transitionsOffice and lease mergers or exitsSystems clean-up and process alignmentEnsure integration checklists are effectively maintained and up to date.

About Titan Wealth Titan Wealth is a growing wealth management firm based in London, serving clients in the UK and internationally. The company focuses on building a more equitable and efficient business model to deliver advice-driven wealth management services. Titan Wealth supports financial advisers and their clients in reaching their financial goals. Work Culture The team values both individual initiative and collaboration. Employees are encouraged to contribute ideas and work together to achieve strong results for clients over the long term. Role Overview: Senior Analytics Engineer This position sits within the wealth management division and works closely with the central data team. The Senior Analytics Engineer will shape, model, and analyze data that supports decision-making across advisory, investment, operations, and client service teams.

Role overview Wise seeks a Lead of Investments in Europe to guide its asset management strategy throughout the region. This leadership role shapes investment decisions and supports Wise’s ongoing growth in European markets. Key responsibilities Direct asset management initiatives for Wise’s European operations Use investment expertise to drive growth and expand Wise’s market presence Navigate the complexities of the European investment landscape Ensure asset management practices align with Wise’s overall business objectives Location This role is based in London.

Join our dynamic team as an Operational Technology Asset Management Consultant in the Transport sector, where you will leverage your expertise to drive innovative solutions in asset management. Collaborating with leading clients, you will play a crucial role in enhancing operational efficiencies and maximizing asset value.

Role overview Funding Circle seeks a Lead Model Validation Analyst in London. This role centers on upholding the integrity and accuracy of financial models that inform business decisions and manage risk. The analyst will play a central part in ensuring models meet high standards and support the company’s goals. What you will do Develop and enhance methodologies for validating financial models. Carry out thorough reviews to evaluate model performance and dependability. Collaborate with various teams to improve analytical processes across the business. Contribute to shaping the model risk management framework to promote transparency and uphold high standards. Impact This position is vital to Funding Circle’s commitment to strong model governance and analytical quality. The analyst’s work supports clear, informed decision-making and reinforces transparency throughout the company.

At Bumble, every choice made within our sensitive content workflow is pivotal in ensuring that individuals feel safe, respected, and empowered to engage authentically on our platform. This commitment is central to our mission of fostering healthy and equitable relationships. The Integrity Operations team is instrumental in translating policy into actionable practices, developing and enhancing moderation systems designed to minimize harm while safeguarding expression and member trust.As the Integrity Operations Manager for Sensitive Content (IC), you will take full ownership of the Human-in-the-Loop (HITL) segment of our image classification pipeline. Your role will be to ensure that all decisions are consistent, aligned with policy, and reflective of real member experiences. By collaborating closely with our Policy, Product, Engineering, and AI teams, you will drive continuous improvements in our ability to identify and respond to sensitive content on a large scale. This position demands a disciplined approach, a strong understanding of AI, and an unwavering commitment to our core values of Respect and Courage, particularly when dealing with complex or high-risk materials.Please be aware: This role involves exposure to sensitive and potentially graphic content.

About the Role We are looking for a dynamic AVP/VP - Business Operations & Asset Manager Marketing Manager (International) to become an integral part of our International Marketing & Communications team, based in either Zurich or London. This position reports directly to the Head of International Marketing & Communications. This unique role merges the responsibilities of business operations for the international marketing team with the strategic marketing and partnership management for Asset Managers (GP). The successful candidate will take ownership of operational processes and enhance the execution of International Marketing strategies, which include planning, prioritization, and performance metrics (KPIs). You will collaborate closely with Asset Manager Solutions to translate GP priorities into impactful campaigns and event programs that drive fundraising efforts. This role operates at the intersection of international marketing execution, asset manager solutions, and regional coordination. A deep understanding of GP priorities, fundraising goals, and distribution challenges is essential, particularly as GPs engage with the global wealth channel. You will translate GP needs into actionable marketing initiatives and operational plans while supporting fundraising for iCapital’s proprietary GP-sponsored events and crafting engaging agendas for flagship conferences. A critical aspect of this position will be to aid in the development and implementation of regional marketing plans, ensuring that global strategies align with regional priorities and operational effectiveness.