Retirement & Wealth – Consultant – Americas Delivery Mexico (ADMX)

Are you an experienced, passionate pioneer in technology? A Retirement & Wealth Consultant or equivalent who wants to work in a collaborative environment? As an experienced Retirement & Wealth Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. Americas Delivery Mexico (ADMX) leverages scale and talent to provide high quality, cost-effective service to our clients.

ADMX is a member of the General Delivery Network which has presence across the world with Delivery centers in the United States, Romania, India, Spain, China, and the Philippines. ADMX is in Queretaro, Mexico. We provide consulting services to help our clients achieve a higher level of service in operational efficiency and business value.

We are a team of professionals passionate about serving clients with distinction and learning, and we are driven by our purpose: Making an impact that matters for our clients, our people, and society.

Work you’ll do/Responsibilities

As a Consultant at Deloitte, you will work within an engagement team and be responsible for supporting the overall project goals and objectives. In this role, you will interact with stakeholders and cross-functional teams. It is expected that you will be able to perform independent tasks as well as provide technical guidance to team members, as needed.

Our Retirement management consulting professionals work across all segments of the financial services industry, including Retirement, Wealth, and Asset Management. We enable organizations to differentiate themselves in the market by helping them analyze existing services and products; develop competitive growth capabilities, efficiency, technology, and operations; implement modernization strategies; and take new offerings to the marketplace.

As part of this role, you can expect to:

- Assume a variety of roles in the areas of process consulting, functional consulting, technology strategy, program management and change management.
- Analyze problems and come up with solutions, using creative and out-of-the-box ideas.
- Apply business consulting frameworks and methodologies to address business problems (E.g., Agile Methodology).
- Be responsible for delivering business results to clients.
- Support client workshops, collaborating with an array of client stakeholders and educating them throughout the process.




- Support project teams internally/externally and client conversations.
- Contribute to sales pursuits, consulting offerings and internal initiatives.
- Participate in a variety of firm building events.

The Team

Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape industries, our team uniquely addresses the complexities of work, workforce, and workplace dynamics. We leverage sector-specific insights and cross-domain perspectives to help organizations tackle their most challenging workforce issues and align talent strategies with their strategic visions.

Our practice is renowned for making work better for humans and humans better at work. Be part of this exciting era of change and join us on this transformative journey.

Qualifications Required

- 3-5+ years of consulting and/or industry experience.
- Completion of course of study/Egresado in Computer Science/IT/Computer Engineering, or any pertinent field or industry, or equivalent years of experience.
- Responsible for supporting and independently completing project tasks.
- Advanced English level.
- Strong ability to be proactive.
- Strong ability to work independently and cooperatively in a diverse team environment.
- Strong ability to prioritize while maintaining attention to details.
- Excellent oral and written communication skills.
- Excellent Microsoft Office skills.

Preferred

- Experience in one or more of the following areas:
- Business Strategy, Customer Experience, Operating Model, including but not limited to design and implementation, technology and operations transformation & modernization, M&A;, robotics and cognitive automation, product development/management.
- IT strategy, process consulting, cost optimization, digital modernization/transformation, program management, change management, product implementation, managed/recordkeeping services (E.g., defined contribution plans, AFORES, etc.).
- Driving digital strategy for FSI clients using key technologies like artificial intelligence, advanced analytics, omni/conversational channels, cloud, social and mobility.




- Domain expertise in one or more of the following areas:
- US Retirement Pension Plans – 401(k), 457, 403(b), etc. o Regulatory Landscape: US Retirement market regulations such as ERISA/DOL rules, SECURE Act, etc.
- Capital Markets: Investment Banking, Private Banking, Wealth Management, Retirement Services. o Insurance: Life, property & casualty, annuities and retirement services (E.g., AFORES). o Banking: Retail banking, commercial banking, trade finance, core banking transformation. o Banking Payments: International payments, cards, real-time payments, payment channels, engines, hubs and gateways. o Channels and Distribution: E-Banking, Omni-channel, Open Banking and Conversational Banking.
- Consulting services.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute to 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 clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Professional development

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 at [email protected]

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

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.

📌 Retirement and Wealth Consultant (México)
🏢 Deloitte
📍 México