Wealth Management Lead Jobs

CAPCO POLAND We offer a flexible collaboration model based on a B2B contract, with the opportunity to work on innovative AI and automation initiatives for leading financial institutions. At Capco Poland, we're not just another consultancy – we're the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we help clients tackle complex challenges across banking, payments, capital markets, wealth, and asset management. Role Overview The Business Analyst will support Product Control and Finance transformation initiatives across Global Markets. The role focuses on business analysis, process improvement, regulatory change, and technology enhancement within Product Control functions. The successful candidate will work closely with Finance, Front Office, IT, Operations, Change Management, and senior stakeholders to deliver strategic solutions and operational efficiencies. Key Responsibilities Gather, analyse, and document business requirements for Product Control and Finance change initiatives. Collaborate with Product Control, Finance, Operations, and IT teams to design and implement strategic solutions. Support transformation programmes aimed at process simplification, automation, and control enhancement. Perform gap analysis between current and target operating models. Support User Acceptance Testing (UAT), system testing, and validation activities. Produce high-quality business documentation including BRDs, functional specifications, process maps, and impact assessments. Analyse P&L, balance sheet, valuation, and risk reporting processes to identify improvement opportunities. Ensure compliance with internal governance frameworks, regulatory requirements, and audit standards. Support stakeholders during project delivery lifecycle including planning, testing, deployment, and post-implementation reviews. Liaise effectively with Front Office, Product Control, Finance Change, and technology teams globally.

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Drive IAM Governance excellence across enterprise-wide transformation initiatives, ensuring robust identity management processes, stakeholder alignment, and sustainable governance frameworks. We are looking for an experienced IAM Governance Consultant to provide specialist consulting services. The consultant will play a key role in analyzing existing governance frameworks, assessing project outcomes, and driving continuous improvements across multiple User Access Management (UAM) initiatives. Working independently while collaborating with senior stakeholders and cross-functional delivery teams, you will evaluate governance processes, challenge assumptions constructively, facilitate decision-making, and translate business requirements into clear and actionable governance guidelines. What You'll Deliver Analyze and enhance IAM Governance processes, including Joiner, Mover, Leaver (JML), Recertification, and Application Onboarding frameworks. Review project findings, identify process gaps, risks, and improvement opportunities, providing practical and evidence-based recommendations. Develop, maintain, and continuously improve group-wide IAM Governance guidelines, standards, and documentation. Lead stakeholder workshops, governance forums, and recurring meetings to drive alignment and decision-making across multiple initiatives. Monitor progress, report on key governance activities, and present process updates, recommendations, and outcomes to senior management. What We're Looking For Strong experience working as a Business Analyst within IAM Governance, Identity Management, or User Access Ma

CAPCO POLAND * We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Build secure, scalable AI solutions that turn banking innovation into production-ready capabilities. The Role As a Senior AI Engineer within our AI Delivery Team, you will provide the technical engineering expertise needed to take high-value banking AI use cases from assessment and experimentation through to working solutions. Working alongside Engagement Managers, AI Consultants and client teams, you will help translate business requirements and use-case dossiers into robust technical designs, prototypes and production-ready AI capabilities. You will contribute hands-on across solution architecture, engineering, integration, testing and deployment. You will work with modern AI approaches, including Generative AI and Agentic AI where appropriate, while ensuring solutions are engineered with security, privacy, explainability, auditability and human oversight in mind. You will also use approved AI-enabled engineering tools and automation to improve development speed and quality, with appropriate human review and validation. What You’ll Do Design, build and iterate AI solutions for banking use cases, translating business and functional requirements into robust technical architectures, prototypes and production-ready capabilities. Develop and integrate AI applications, including Generative AI and Agentic AI solutions where appropriate , connecting models with enterprise data, APIs, applications and existing banking technology environments. Engineer the controls required for responsible and secure AI, including access control, logging, traceability, explainability, auditability, human oversi

CAPCO POLAND * We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Turn complex AI use cases into structured, evidence-based decisions for banking transformation. The Role As a Senior AI Consultant within our AI Delivery Team, you will support the delivery of a strategic banking innovation programme, working across multiple AI use cases from initial assessment through to clear recommendations and decision-ready documentation. You will run parallel use-case analysis workstreams, facilitate workshops, gather evidence and document business processes and requirements. You will apply a structured assessment methodology to score use cases and develop comprehensive dossiers that bring together business value, feasibility, risk, controls and implementation considerations. Working at the intersection of banking, technology and responsible AI, you will assess regulatory and control requirements and use approved AI-enabled tools and workflows where appropriate to improve the speed, consistency and quality of analysis, while maintaining human judgement, review and clear audit trails. What You’ll Do Run multiple AI use-case analysis workstreams in parallel, coordinating inputs, evidence, dependencies and outputs to maintain momentum and quality. Facilitate structured workshops with business, technology, risk and control stakeholders to understand processes, pain points, requirements and opportunities for AI-enabled transformation. Gather and document evidence, current-state processes and functional and non-functional requirements, using approved AI-enabled workflows where appropriate to accelerate analysis while ensuring outputs are reviewed and validated. Apply th

CAPCO POLAND * We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Lead AI-powered banking innovation from ambition to measurable impact. The Role As an Engagement Manager within our AI Delivery Team, you will take overall accountability for the successful delivery of a strategic banking innovation project. You will bring together business, technology and senior stakeholders to turn ambitious ideas into structured, executable outcomes. You will establish effective governance, shape the use-case methodology and operating model, manage key decisions and maintain a clear delivery roadmap. Working at the intersection of banking, technology and AI, you will help ensure AI-enabled solutions are delivered responsibly, with appropriate human judgement, governance, review and escalation built into the approach. This is a highly visible role requiring strong delivery leadership, structured thinking and the ability to translate complex programmes into clear recommendations and compelling management-level communications. What You’ll Do Take overall accountability for project delivery, establishing clear governance, delivery disciplines, milestones and ownership across the engagement. Lead senior stakeholder engagement and decision management, translating complex topics into clear recommendations and using approved AI-enabled workflows where appropriate to improve insight, quality and delivery speed. Define and embed a structured methodology for identifying, assessing, prioritising and progressing AI use cases from opportunity through to implementation. Shape the target operating model and delivery roadmap, ensuring business, technology, governance and organisation

Business Architect – Banking About Capco At Capco Poland, we're not just another consultancy—we're a dynamic force driving transformation in the financial world. As a global technology and management consultancy, we help our clients tackle complex challenges across banking, payments, capital markets, wealth, and asset management. Our culture is fast-paced, flexible, and entrepreneurial. We move quickly, think creatively, and put people at the center of everything we do. We're passionate about delivering value to our clients while creating opportunities for our people to grow and thrive. We're proud to be: Leaders in banking, payments, capital markets, wealth, and asset management consulting Champions of an agile, innovative, and collaborative work environment Committed to attracting and developing exceptional talent About the Role We are looking for an experienced Business Architect to support strategic, regulatory, and transformation initiatives within the banking sector. The role will focus on designing Target Operating Models (TOMs), end-to-end processes, and business capabilities , translating strategic and regulatory requirements into practical and implementable solutions. Key Responsibilities Design and develop Target Operating Models (TOMs) and future-state business architectures Assess As-Is processes and operating models and define pragmatic To-Be solutions Design and optimise end-to-end banking processes , identifying gaps and improvement opportunities Translate business strategy and regulatory requirements into processes, capabilities, governance, and controls Perform gap and impact assessments and define transition roadmaps from current to target state Develop architecture artefacts, including capability maps, process models, and operating model designs Collaborate with Business, Operations, Risk, Compliance, and Technology stakeholders Facilitate workshops and support senior stakeholders in key transformation and architecture decisions Required S

CAPCO POLAND * We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. THE ROLE The engagement combines strong Cloud and Platform Engineering expertise with a solid understanding of Generative AI technologies and a consulting mindset. You will collaborate with architects, engineering teams and business stakeholders to define integration approaches, facilitate architectural alignment and translate technical concepts into implementable solutions. We are looking for someone comfortable operating at the intersection of solution architecture and hands-on engineering – discussing how enterprise applications and platforms should integrate, recommending appropriate technical approaches and contributing to their implementation. SCOPE OF COOPERATION Designing and implementing cloud and platform solutions based on AWS and/or Azure Building and evolving cloud infrastructure using Terraform / Infrastructure as Code Contributing to the architecture and implementation of solutions leveraging Generative AI and LLM technologies Designing integrations between cloud/AI platforms and enterprise technologies such as Grafana, Collibra, Splunk, Kubernetes, LeanIX, Envoy and LiteLLM Collaborating with client architects and engineering teams to define integration patterns, interfaces and technical solutions Facilitating architectural alignment across multiple teams and stakeholders Translating business and technical requirements into scalable solution designs Combining architectural thinking with practical, hands-on implementation Identifying technical dependencies, risks and trade-offs and communicating them clearly to stakeholders Working within an Ag

CAPCO POLAND We offer a flexible collaboration model based on a B2B contract, with the opportunity to work on innovative AI and automation initiatives for leading financial institutions. At Capco Poland, we're not just another consultancy – we're the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we help clients tackle complex challenges across banking, payments, capital markets, wealth, and asset management. Role Overview The Business Analyst will support Valuations and Finance transformation initiatives across Global Markets. The role focuses on business analysis, process improvement, regulatory change, and technology enhancement within Product Control functions. The successful candidate will work closely with Finance, Front Office, IT, Operations, Change Management, and senior stakeholders to deliver strategic solutions and operational efficiencies. Key Responsibilities Gather, analyse, and document business requirements for Valuations and Finance change initiatives. Collaborate with Product Control, Finance, Operations, and IT teams to design and implement strategic solutions. Support transformation programmes aimed at process simplification, automation, and control enhancement. Perform gap analysis between current and target operating models. Support User Acceptance Testing (UAT), system testing, and validation activities. Produce high-quality business documentation including BRDs, functional specifications, process maps, and impact assessments. Analyse P&L, balance sheet, valuation, and risk reporting processes to identify improvement opportunities. Ensure compliance with internal governance frameworks, regulatory requirements, and audit standards. Support stakeholders during project delivery lifecycle including planning, testing, deployment, and post-implementation reviews. Liaise effectively with Front Office, Product Control, Finance Change, and technology teams global

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Capco is seeking an experienced Business Analysis Consultant (or Business Analyst to provide consulting services) to support client engagements within our Business Consulting practice. You will collaborate with leading banking clients on large-scale card migration initiatives, translating business needs into practical solutions and supporting successful delivery throughout the project lifecycle. This engagement is ideal for a Business Analysis Consultant with strong cards domain expertise, proven experience delivering migration projects, and working knowledge of the Visiona card issuing system. What You'll Do Configure and parameterise the Visiona card issuing platform to support business and regulatory requirements. Analyse incidents, identify root causes and propose effective system-based solutions within Visiona to address business needs. Collaborate with business stakeholders to gather, analyse and refine business and system requirements for new capabilities and process improvements. Design and document business processes, system configurations and functional specifications supporting card issuing solutions. Work closely with solution architects, developers, testers and other analysts to ensure consistent solution design and successful delivery. Support testing activities, validate system configuration, and assist with defect analysis and resolution. What We're Looking For Proven experience providing Business Analysis services within banking or financial services, with a strong focus on cards. Demonstrated experience delivering card migration or transformation projects. Working knowl

CAPCO POLAND We offer a flexible collaboration model based on a B2B contract, with the opportunity to work on innovative AI and automation initiatives for leading financial institutions. At Capco Poland, we're not just another consultancy – we're the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we help clients tackle complex challenges across banking, payments, capital markets, wealth, and asset management. About the Role We are looking for an experienced Senior Business Analyst to join a strategic data transformation programme within the financial services sector. The successful candidate will play a key role in delivering data and reporting initiatives by bridging business, data, and technology teams. This role requires strong analytical capabilities, expertise in finance data, and the ability to drive requirements and solution definition in complex regulatory environments. Key Responsibilities Elicit, analyse, and document business and data requirements for finance and regulatory reporting initiatives. Lead discovery and definition activities, working independently with business and technology stakeholders. Analyse and document data lineage, data definitions, data mappings, ingestion processes, and transformation requirements. Translate business requirements into data-focused and architecture-aligned solutions. Produce high-quality project artefacts, including discovery documents, business requirements, impact assessments, and change documentation. Collaborate with data architects, engineers, and reporting teams to ensure solutions meet business and regulatory requirements. Build strong relationships with stakeholders across business and technology functions, facilitating workshops and driving alignment throughout the project lifecycle. Required Experience Proven experience as a Business Analyst or Senior Business Analyst within the financial services industry. Strong knowledge of f

CAPCO POLAND We offer a flexible collaboration model based on a B2B contract, with the opportunity to work on innovative AI and automation initiatives for leading financial institutions. At Capco Poland, we're not just another consultancy – we're the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we help clients tackle complex challenges across banking, payments, capital markets, wealth, and asset management. Business Analyst Role Overview: We are seeking a Business Analyst to support the delivery of strategic initiatives within the banking sector. The role involves working closely with business stakeholders, IT teams, and external partners to analyze requirements, improve processes, and ensure successful implementation of regulatory and technology-driven changes. Key Responsibilities: Gather, analyze, and document business and functional requirements Collaborate with stakeholders across business, risk, compliance, and IT teams Translate business needs into clear specifications for technical teams Support end-to-end project delivery, from initiation through implementation Conduct gap analysis, impact assessments, and process mapping (AS-IS / TO-BE) Ensure alignment with regulatory requirements (e.g., GDPR, PSD2, AML, Basel) Participate in UAT planning, execution, and defect management Support change management activities, including documentation and training materials Monitor project progress and assist in risk and issue management Facilitate workshops, meetings, and stakeholder communication Required Skills & Experience: Proven experience as a Business Analyst in banking or financial services Experience in developing digital banking application Strong understanding of banking products, processes, and regulations Experience working on regulatory, risk, or digital transformation projects Ability to bridge business and IT stakeholders effectively Knowledge of requirements management and

CAPCO POLAND We offer a flexible collaboration model based on a B2B contract, with the opportunity to work on innovative AI and automation initiatives for leading financial institutions. At Capco Poland, we're not just another consultancy – we're the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we help clients tackle complex challenges across banking, payments, capital markets, wealth, and asset management. ENGAGEMENT OVERVIEW We are seeking an experienced AI Agent Engineer (Power Platform & Copilot Studio) to join our growing team and support the development of AI-driven automation solutions across enterprise business processes. This role requires strong hands-on experience with Microsoft Power Platform , particularly Copilot Studio , alongside a solid understanding of Generative AI concepts and conversational AI development. The scope of services includes designing, developing, and deploying intelligent AI agents that improve operational efficiency, enhance user experiences, and drive business value. Collaborating with business stakeholders, product owners, and technology teams, you will deliver scalable, secure, and high-quality AI solutions aligned with governance standards and best practices. KEY RESPONSIBILITIES AI Agent Development Design, develop, and deploy AI agents and automation solutions to support business process optimization. Build and maintain conversational AI solutions using Microsoft Copilot Studio and the wider Power Platform ecosystem. Design effective conversational flows and user experiences. Integrate AI solutions with enterprise applications, APIs, and business processes. Implement monitoring, analytics, and continuous improvements to enhance solution performance and adoption. Solution Delivery Collaborate with business and technology stakeholders to gather requirements and define solution designs. Translate business needs into scalable

ABOUT CAPCO Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward. We specialize primarily in banking & payments, capital markets, wealth & asset management and insurance We have a collaborative and efficient approach We help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs and enhance controls We serve our clients from 32 offices across the Americas, Europe, and Asia Pacific If creativity and innovation are your passion, then Capco is right for you. You can grow in an inclusive, diverse and collaborative environment. At Capco, we will train and support you to help accelerate your career. YOUR CAPCO DAY Engaging with key clients (leading Swiss wealth and asset managers) to deliver exciting and complex transformation plans in the Compliance domain Contributing to the marketing efforts of Capco in the Compliance domain (thought leadership, events, articles, RFPs) Leading multi-jurisdiction, multi-dimensional strategic projects in the Wealth&Asset Management and Compliance domains Being part of our journey to become the leading consultancy in the Compliance domain in the Swiss Wealth&Asset Management industry Leveraging the collaborative and bold environment of Capco, while enjoying its unique and diverse culture (#BYAW) YOUR CAPCO-FIT At least 5-10 years of experience in Compliance roles in the Wealth&Asset Management industry, in leading banks or consultancies. Deep expertise in some key risks / processes (e.g. Compliance Transformation, Compliance TOM, AML, Transaction Monitoring, On-boarding and periodic reviews, Financial Crime, RegTech, etc.). Ability to lead and steer complex transformation/re

CAPCO POLAND - WARSAW *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Role Overview We are seeking React / Java Full Stack Engineer to join our Global Asset Servicing Platform team. This is a hands-on engineering role where you will design, build, and test features end-to-end – with full ownership of code and quality. You will work across development and test automation: coding new functionality, writing unit and integration tests, and adding Cucumber-based end-to-end tests – not only for your own work but also for features built by your teammates, to ensure unbiased validation. The ideal candidate will be skilled in Java backend development and modern UI development using React. This role will work across the full stack to build a scalable, reliable, and user-friendly application. Key Responsibilities Design, develop, and maintain features using Java and React . Build responsive and modern frontend applications using ReactJS, Develop and integrate APIs and web services. Experience working with relational databases (Oracle, Postgres) Write clean, well-structured unit tests (JUnit or equivalent) alongside your code. Contribute to and maintain our automated test framework using Ruby and Cucumber : Write new Ruby step definitions as needed. Create and maintain Cucumber feature files for end-to-end testing. Write automated tests for features developed by other engineers , ensuring high-quality outcomes and reducing development bias. Champion a test-first approach , delivering code that is reliable, maintainable, and scalable. Apply performance and scalability considerations; use tools such as JMeter for load/performance testing where

CAPCO POLAND *We are looking for candidates willing to relocate to the Middle East - Qatar for the duration of the project. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Our secret? A culture that’s fast, flexible, and fiercely entrepreneurial. We move quickly, think creatively, and always put our people first. We’re passionate about growth - both for our clients and ourselves - and that means attracting the very best talent to join us on this exciting journey. We’re proud to be: • Trailblazers in banking, payments, capital markets, wealth, and asset management • Champions of an agile, nimble, and innovative work environment • Dedicated to building a team of top-notch professionals who share our drive and vision Shape the future of data platforms by delivering modern, cloud-native engineering solutions that enable leading financial institutions to unlock the full value of their data. The Role We are looking for a Senior Consultant Data Engineer with strong Snowflake expertise to join our growing Data & Analytics practice. You will work closely with clients to design, build and optimise modern cloud-based data platforms, enabling advanced analytics, regulatory reporting and data-driven decision-making. As a Senior Consultant, you will combine technical delivery with client engagement, helping organisations modernise their data landscape. The engagement is expected to run for one year and requires relocation to the Middle East for its duration . You will collaborate with client and project teams to deliver the agreed data engineering scope and project outcomes. What You’ll Do Design, develop and optimise scalable data pipelines and cloud-native data platf