Siebel Financial Services Senior Consultant

Oracle; Región Centro; Presencial; MXN 441,000 - 618,000; Jornada completa

Descripción de la vacante

A leading technology company is seeking a Project Manager for their Wealth Management division in Mexico. The ideal candidate will have over 5 years of experience managing technology projects in financial services, with a strong grasp of investment platforms, data integrations, and regulatory compliance. The role demands excellent communication and leadership skills to drive project delivery across cross-functional teams, ensuring successful outcomes in an Agile environment. This position presents opportunities for growth and mentorship within a diverse and inclusive culture.

Formación

• 5+ years of experience as a project manager in technology.
• Proven experience in wealth management or banking/financial services.
• Strong understanding of investment platforms and financial data integrations.
• Demonstrated ability to manage budgets and multitask.

Responsabilidades

• Lead full-cycle delivery of technology projects in wealth management.
• Collaborate with cross-functional global teams.
• Develop and maintain project plans and timelines.
• Ensure compliance with financial regulations.

Conocimientos

Project management experience

Leadership skills

Communication skills

Problem-solving skills

Agile methodologies

Educación

Bachelor’s degree in engineering or related field

Herramientas

Investment platforms

Financial data integrations

Descripción del empleo

Project Manager – Technology (Wealth Management / Financial Services)

About the Role

We are looking for a highly skilled project manager with strong experience leading technology initiatives within the wealth management sector. Candidates with solid backgrounds in banking or financial services will also be considered.

This role requires someone who can drive end‑to‑end project delivery, collaborate with global cross‑functional teams, manage complex financial technology initiatives, and communicate effectively with both technical and business stakeholders.

Key Responsibilities

• Lead full-cycle delivery of technology projects related to wealth management or financial services.
• Manage cross‑functional teams including engineering, QA, product, operations, and business stakeholders.
• Develop and maintain project plans, timelines, budgets, risk logs, and KPIs.
• Ensure alignment with regulatory, security, and compliance standards required in financial environments.
• Drive stakeholder communication through status reports, steering committees, and executive briefings.
• Coordinate with external vendors, manage contracts, and ensure adherence to SLAs.
• Identify process optimization opportunities and contribute to long‑term technology roadmaps.
• Ensure successful delivery of integrations, platform enhancements, data migrations, and system upgrades.

Required Qualifications

• Bachelor’s degree in engineering, computer science, finance, business, or a related field.
• 5+ years of experience as a project manager within technology environments.
• Proven experience in wealth management or, alternatively, in banking/financial services.
• Strong understanding of:
• Investment platforms, advisory systems, portfolio management, custody, or asset management tools.
• Financial data integrations, APIs, ETLs, or core banking systems.
• Demonstrated ability to manage budgets, timelines, risks, and multi‑stakeholder expectations.
• Strong leadership, communication, and problem‑solving skills.
• Advanced English is required for meetings and documentation.

Preferred Qualifications

• Certifications such as PMP, Scrum Master, PRINCE2, or ITIL.
• Experience working in Agile or hybrid delivery environments.
• Knowledge of financial regulations (MiFID, AML/KYC, SOX, or similar).
• Experience in digital transformation, cloud migrations, or modernization programs.
• Strategic thinking and analytical mindset.
• Strong organizational and multitasking abilities.
• Team leadership in cross‑cultural or global environments.
• Customer‑centric and delivery‑focused approach.

Note: The description includes additional Deloitte‑specific content elsewhere in the original material; this condensed version focuses on the Project Manager – Technology role and excludes unrelated sections.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives and bring more creativity and innovation to help solve our client’s most complex challenges. This makes Deloitte one of the most rewarding places to work.

From entry‑level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on‑the‑job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Accommodations

We are committed to providing equal opportunity and reasonable accommodation for people with disabilities. To request a reasonable accommodation, contact our Talent Relations team.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.