Project Manager – Wealth & Asset Management / Capital Markets / Banking & Payments

Location: Edinburgh (Hybrid) | Practice Area: Wealth & Asset Management, Capital Markets, Banking & Payments | Type: Permanent

Help Shape Platform-Led Change in Financial Services

The Role

We’re looking for experienced Project Managers with deep insight into the business and operating models of wealth managers, asset managers, and investment platforms. You’ll work closely with top-tier clients on complex platform transformation and migration programmes—often involving systems like Aladdin, Avaloq, Cinqor, FNZ, and Charles River. This role requires not just project management skills, but a hands-on understanding of how investment firms run front to back. You'll also be expected to leverage approved AI tools, automation, and AI-enabled workflows to enhance project delivery, reporting, planning, and decision-making, while applying appropriate human judgement and governance throughout the project lifecycle.

What You’ll Do

• Lead platform change and migration projects across front office, operations, and technology functions.
• Deliver end-to-end regulatory or strategic change across multiple workstreams and stakeholders, using AI-enabled ways of working where appropriate to improve delivery efficiency and insight.
• Own project governance, tracking and reporting—ensuring transparency and proactive risk management, leveraging approved AI tools and automation to support reporting, monitoring, and project controls while maintaining appropriate review and oversight.
• Collaborate with internal teams and client stakeholders to align priorities and ensure successful outcomes.
• Guide and support client teams through change adoption, training, and business readiness, championing responsible adoption of AI-enabled ways of working where aligned to client and organisational standards.

What We’re Looking For

• Proven experience as a Project Manager in Wealth & Asset Management, Capital Markets, or Banking & Payments.
• Solid exposure to investment platforms or products—particularly Aladdin, Avaloq, Cinqor, FNZ, or Charles River.
• Strong understanding of business architecture in investment firms—front office, operations, and middle office.
• Comfortable working in fast-paced environments with matrixed stakeholder structures.
• Effective communicator with a consultative mindset and ability to influence change.
• Curiosity and willingness to adopt approved AI tools and AI-enabled workflows to improve project delivery, collaboration, and productivity.
• Ability to apply sound judgement when using AI-generated outputs, ensuring appropriate validation, auditability, escalation, and compliance with responsible AI and organisational governance standards.

Bonus Points For

• Background in consulting.
• Experience with portfolio management systems and investment administration.
• Business consulting experience, especially in regulatory-driven change.
• Strong Agile and Waterfall delivery methodology knowledge.
• Familiarity with business readiness and user acceptance testing coordination.
• Experience supporting AI-enabled transformation, automation, or technology modernisation initiatives within financial services.

Why Join Capco

Deliver high-impact technology solutions for Tier 1 financial institutions

Work in a collaborative, flat, and entrepreneurial consulting culture

Access continuous learning, training, and industry certifications

Be part of a team shaping the future of digital financial services

Help shape the future of digital transformation across FS & Energy

We offer a competitive, people-first benefits package designed to support every aspect of your life:

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 first aiders.

Family-Friendly: Maternity, adoption, 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: Minimum 40 Hours of Training Annually: Take your pick—workshops, certifications, e-learning—your growth, your way. Also, Business Coach assigned from Day One: Get one-on-one guidance to fast-track your goals 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.

Inclusion at Capco

We’re committed to a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We welcome applicants from all backgrounds. At Capco, we value the difference you make, and the differences that make you. Our #BeYourselfAtWork culture champions diversity, equity and inclusivity, and we bring a collaborative mindset to our partnerships with clients and colleagues. #BeYourselfAtWork is the cornerstone of our success and a value that our employees live and breathe every day.