AI Business Consultant / Senior Consultant -Wealth & Asset Management

The role

You will help financial services organisations adopt and scale AI capabilities. This involves identifying practical AI use cases and supporting the delivery of AI-enabled transformation initiatives.

What you will do

• Support financial services clients in identifying and delivering AI-enabled opportunities.
• Partner with stakeholders to translate business challenges into practical AI use cases.
• Contribute to AI transformation initiatives across various financial sectors.
• Work alongside cross-functional teams to support testing, validation, and rollout of AI solutions.
• Deliver stakeholder engagement, training, communications, and change adoption activities.

Required qualifications

• Experience working within financial services environments.
• SME-level exposure to Banking & Payments, Capital Markets, Wealth & Asset Management, or Insurance.
• Strong understanding of AI tools and the wider AI/ML ecosystem, including GPT, Copilot, generative AI, NLP, and emerging AI-enabled productivity solutions.
• Experience supporting transformation programmes, product delivery, or process improvement initiatives.
• Exposure to responsibilities aligned to Business Analysis or Project Management.
• Ability to engage confidently with stakeholders across business and technology teams.

Nice to have

• Previous consulting or advisory experience within a professional services environment.
• Experience supporting AI/ML delivery, AI commercialisation, workforce enablement, or organisational change initiatives within financial services.
• Familiarity with AI governance, model risk management, responsible AI principles, or regulatory considerations relating to AI adoption.
• Exposure to Agile delivery methodologies, enterprise transformation programmes, or AI product development lifecycles.
• Experience with tools and platforms such as Microsoft Copilot Studio, Power Platform, Power Automate, or enterprise AI ecosystems.

Benefits

• Discretionary bonus
• Competitive pension
• Health insurance
• Life insurance and critical illness cover
• Access to CareFirst, Unmind, Aviva consultations, and in-house first aiders
• Maternity, adoption, shared parental leave
• Paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement
• 8 complimentary backup care sessions for emergency childcare or elder care
• 5 weeks of annual leave with the option to buy or sell holiday days
• Minimum 40 Hours of Training Annually
• Business Coach assigned from Day One
• Online GP services

About the company

Capco is a business consulting practice that helps financial services organisations turn AI ambition into practical business transformation.