AI Business Consulting Lead- Wealth & Asset Management

Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent

Lead AI transformation across the future of Wealth & Asset Management

Join Capco’s Wealth & Asset Management practice as an AI Business Consulting Lead, helping leading wealth managers, private banks, asset managers, and investment platforms unlock measurable value from AI-enabled transformation. This role combines strategic advisory, transformation delivery, stakeholder leadership, and AI commercialisation, helping clients leverage technologies such as GPT, Copilot, and broader AI/ML capabilities to drive business value through practical, responsible, and scalable adoption.

Operating at Principal Consultant level, you will lead complex client engagements, oversee multidisciplinary delivery teams, and act as a trusted advisor to senior stakeholders across business, operations, technology, risk, and compliance functions. You will play a key role in identifying AI-enabled opportunities, shaping transformation roadmaps, supporting responsible AI adoption, and driving enterprise-wide change across Wealth & Asset Management organisations while ensuring solutions remain practical, human-led, and aligned to business objectives.

This role is suited to individuals who combine deep Wealth & Asset Management expertise with strong consulting capability and practical experience delivering AI-enabled business transformation within highly regulated environments.

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  Lead AI-enabled transformation programmes across Wealth & Asset Management organisations, identifying opportunities to improve advisor productivity, client experience, operational efficiency, and investment processes using approved AI tools and practical automation where they add value.

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  Act as a trusted advisor to senior stakeholders, facilitating executive discussions, shaping AI adoption strategies, and translating business challenges into scalable AI use cases and transformation roadmaps.

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  Oversee delivery activities across complex transformation programmes, leading multidisciplinary teams and supporting governance, stakeholder management, delivery planning, and change execution.

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  Partner with technology, product, engineering, risk, and compliance teams to support the development, testing, governance, and deployment of AI-enabled solutions with appropriate controls, auditability, and human oversight.

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  Contribute to the growth of Capco’s Wealth & Asset Management AI proposition through thought leadership, client development, team mentoring, capability building, and the sharing of practical AI use cases and responsible adoption approaches.

• Significant consulting, transformation, or AI-enabled change experience within Wealth & Asset Management, Private Banking, Asset Management, or Investment Platform environments.

• Strong understanding of AI technologies including GPT, Copilot, generative AI, NLP, foundation models, and enterprise AI adoption considerations within regulated financial services organisations.

• Proven experience leading complex programmes, consulting engagements, or transformation initiatives with strong knowledge of governance frameworks, stakeholder management, and organisational change delivery.

• Ability to engage and influence stakeholders at all levels, translating emerging technologies into commercially relevant business outcomes and practical transformation strategies.

• Collaborative and adaptable mindset, with experience balancing innovation, governance, risk management, compliance, and responsible AI adoption within enterprise environments.

• Experience leading AI commercialisation, AI product delivery, or enterprise AI adoption initiatives within wealth management, private banking, or asset management organisations.

• Previous consulting or advisory experience within a professional services environment at Principal Consultant or equivalent level.

• Familiarity with AI governance, model risk management, MLOps, responsible AI frameworks, or regulatory considerations relating to AI deployment.

• Experience building senior client relationships, contributing to business development activities, or supporting proposition and capability development.

• Exposure to Microsoft Copilot Studio, Power Platform, Power Automate, or enterprise AI ecosystems supporting productivity and workflow transformation.