Project Manager - Technology; Wealth Management​/Financial Services

Puesto: 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.

Key Competencies
Executive communication & stakeholder management
Strategic thinking and analytical mindset
Strong organizational and multitasking abilities
Team leadership in cross-cultural or global environments
Customer-centric and delivery-focused approach