Role summary by JobGrid
Principal Consultant - Wealth Strategy at capco: New York City, United States; On-site; Lead; Operations & Project Management. JobGrid adds normalized role facts, source context, and a path to the employer application page so candidates can compare the listing before applying.
- Location and workplace: New York City, United States, On-site
- Role classification: Operations & Project Management, Lead
- Source freshness: checked by JobGrid on 2026-06-05.
- Application path: candidates continue to the employer application page with non-personal referral tags.
The Capital Markets Company seeks Principal Consultant in New York, NY to utilize expert knowledge in wealth management, including but not limited to financial planning, goals-based planning, investment management, products, practice management, operations, technology and overall market trends. Requirements: Bachelor’s degree or foreign equivalent in Information Systems, Systems Engineering or a related field and eight (8) years of progressively responsible experience in the job offered or related occupation: working in financial services or a professional consulting firm; engaging with clients to identify and analyze strategic issues, and developing hypotheses and frameworks for industry problems including cost optimization, market penetration, organic growth, and M&A. In the alternative, the employer will accept a Master’s degree in one of the above mentioned fields and six (6) years of experience in the skills listed above. Offered salary is between $156,645 and $156,645 per year. 40 hours per week. Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. Please email resume to [email protected] and indicate job code SC051226WEB.