Capco
Post Merger / Operating Model Integration Lead – Wealth & Asset Management
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Post Merger / Operating Model Integration Lead – Wealth & Asset Management
Location: London
Practice Area: Wealth & Asset Management
Type: Permanent
The Role
We are seeking a PMI / Operating Model Integration Lead with deep Wealth & Asset Management experience to support complex post-merger integration (PMI) programmes across Asset Management (AM), Wealth Management (WM), and Private Banking (PB) environments.
This role focuses on Day 1 readiness, platform and book migration, and the integration of operating models across technology and operations. You will lead integration workstreams from strategy through execution, ensuring regulatory alignment, operational continuity, and sustainable transformation outcomes.
What You’ll Do
- Lead post-merger integration programmes across Wealth & Asset Management operations and technology
- Design and execute Day 1 readiness plans, including governance, communications, and risk management
- Oversee platform integration and book migration activities, ensuring minimal client and operational disruption
- Structure and manage Agile integration workstreams spanning technology, operations, and front-office functions
- Ensure regulatory considerations are embedded into integration planning and delivery
What We’re Looking For
- Demonstrable experience designing or delivering WAM post-merger integrations across AM, WM, or PB
- Strong experience in operating model integration, including tech and operations alignment
- Experience managing PMI planning, Day 1 readiness, and regulatory considerations
- Ability to engage senior stakeholders across business, technology, and risk functions
- Strong programme structuring, governance, and integration planning capability
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Bonus Points For
- Experience leading platform and book migration in wealth environments
- Exposure to cross-border or multi-entity financial services integrations
- Background in financial services regulation with hands-on integration experience
- Professional qualifications such as ACA, ACCA, or CFA
- Consulting experience delivering M&A integration within Wealth & Asset Management
Why Join Capco
- Deliver high-impact M&A and integration programmes for leading wealth institutions
- Work in a collaborative, flat, and entrepreneurial consulting culture
- Access continuous learning, training, and industry certifications
- Be part of a team shaping post-merger operating models across Wealth & Asset Management
- Help drive strategic integration outcomes that support long-term client value
Benefits
- Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance, and critical illness cover.
- Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house mental health first aiders.
- Family-Friendly: Maternity, adoption, and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.
- Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
- Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
- Continuous Learning: Your growth, your way – minimum 40 hours of training annually. Choose from workshops, certifications, and e-learning. A Business Coach is assigned from Day One to provide one-to-one guidance and accelerate your development.
- Healthcare Access: Convenient online GP services.
- Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.
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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.
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