Post Merger / Operating Model Integration Lead – Wealth & Asset Management

Post Merger / Operating Model Integration Lead – Wealth & Asset Management

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

Design and deliver post-merger integration programmes across Wealth & Asset Management operations and technology.

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.

As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into future operating models and integration strategies where appropriate, balancing innovation with effective governance and regulatory oversight.

What You’ll Do

• Lead post-merger integration programmes across Wealth & Asset Management operations and technology, using approved AI-enabled tools where appropriate to accelerate planning, delivery and programme oversight.
• Design and execute Day 1 readiness plans, including governance, communications and risk management, leveraging AI-supported analysis to improve decision-making while maintaining appropriate human review.
• Oversee platform integration and book migration activities, ensuring minimal client and operational disruption while identifying opportunities for AI-enabled process optimisation.
• Structure and manage Agile integration workstreams spanning technology, operations and front-office functions, embedding AI-enabled ways of working where they deliver measurable value.
• Ensure regulatory considerations are embedded into integration planning and delivery, supporting the responsible adoption of AI-enabled solutions across transformation programmes.

What We’re Looking For

• Demonstrable experience designing or delivering Wealth & Asset Management post-merger integrations across Asset Management, Wealth Management or Private Banking.
• Strong experience in operating model integration, including technology and operations alignment.
• Experience managing PMI planning, Day 1 readiness and regulatory considerations.
• Ability to engage senior stakeholders across business, technology and risk functions while communicating complex integration strategies clearly and effectively.
• Strong programme structuring, governance and integration planning capability, with a curiosity for adopting AI-enabled ways of working to improve productivity, quality and client outcomes while applying responsible AI principles.

Bonus Points For

• Experience leading platform and book migration within wealth management 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.
• Experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI or intelligent automation) into post-merger integration or operating model transformation programmes.

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.

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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