Principal Consultant - Wealth Strategy

capco· Business Consulting
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📍 US - New York

About this role

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 kelsey.shepard@capco.com and indicate job code SC051226WEB.

US Pay Range
$156,645$156,645 USD

Frequently Asked Questions

Is the salary disclosed for the Principal Consultant - Wealth Strategy position at capco?
The salary for this Principal Consultant - Wealth Strategy role at capco is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Principal Consultant - Wealth Strategy position at capco located?
This Principal Consultant - Wealth Strategy role at capco is based in US - New York. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Principal Consultant - Wealth Strategy at capco belong to?
This Principal Consultant - Wealth Strategy position is part of the Business Consulting department at capco. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Principal Consultant - Wealth Strategy position at capco?
Click the "Apply Now" button on this page. You will be redirected to capco's official application portal hosted on greenhouse where you can submit your application directly.
When was the Principal Consultant - Wealth Strategy job at capco posted?
This Principal Consultant - Wealth Strategy position at capco was posted on Jun 3, 2026. Apply as soon as possible — early applications are often reviewed first.
Principal Consultant - Wealth Strategy
capco
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