54 Investment Planning jobs in Saudi Arabia

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• The Financial Services Consultant will be responsible for maximizing sales, profitability, and customer satisfaction within the branch's financial services activities.
• Achieve individual and team goals.
• Ensure smooth operation within the team.
• Contribute to the training and development of team members.
• Assist in complying with all financial, legal, and regulatory requirements .

• Performing other related duties as assigned.
• Being the main focal point within the branch for financial services.
• Updating and training all sales staff on the current rates, terms, and offerings from the selected partners.
• Offering advice and providing the best financial service solutions to customers.
• Guiding the process of obtaining approval from customers.
• Minimizing rejections by ensuring the most suitable finance company is selected for the customer.
• Maximizing sales by ensuring a fast and smooth process for quick approval and document issuance.
• Building trust, maintaining effective communication, and exceeding customer satisfaction expectations.
• Maximizing opportunities for sales executives to conduct business.
• Achieving maximum profit by meeting monthly targets and key performance indicators.
• Data quality and CRM compliance: Ensuring that the sales team delivers data quality and complies with CRM requirements.

• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to function well in a high-paced and at times stressful environment.
• Extensive knowledge of accounting concepts and principles.
• Ability to analyse and interpret financial data.
• Proficient with Microsoft Office Suite or similar software, and accounting and financial software.
• Thorough working knowledge of Automotive Leasing & Finance.
• Highly organized and professional.
• Reporting and financial analysis.

• Ability to present proactive approach in identifying and seizing business development opportunities.
• Ability to analyse data to assess client needs, evaluate financial options, and provide suitable recommendations.
• Ability to address client concerns and find appropriate solutions.
• Ability to give attention to detail and accuracy in preparing reports and maintaining client records.
• Ability to be results-oriented mindset with a focus on banks relation and business growth.
• Qualifications sufficient to perform the job role.
• Understanding of financial management obligations (including statutory obligations), requirements and dynamics.
• Experience of specific computer software.
• Ability to assist in financial management and control.
• Ability to work under pressure.

• Ability to present proactive approach in identifying and seizing business development opportunities.
• Ability to analyse data to assess client needs, evaluate financial options, and provide suitable recommendations.
• Ability to address client concerns and find appropriate solutions.
• Ability to give attention to detail and accuracy in preparing reports and maintaining client records.
• Ability to be results-oriented mindset with a focus on banks relation and business growth.
• Qualifications sufficient to perform the job role.
• Understanding of financial management obligations (including statutory obligations), requirements and dynamics.
• Experience of specific computer software.
• Ability to assist in financial management and control.
• Ability to work under pressure.

Educational requirements and professional certificates (minimum):

3 years of experience working in the fields of financial services and sales.

Experience & Skills

English and Arabic, fluency level preferred

Languages

• Mid-Senior level

• Full-time

• Finance
• Industries: Retail Motor Vehicles

Join to apply for the Delivery Manager - Financial Services role at McKinsey & Company

Who You'll Work With
Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.

In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else. When you join us, you will have:

• Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.
• A voice that matters: From day one, we value your ideas and contributions. You'll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
• Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
• World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.

Your Impact

You will help financial institution clients’ top management and field members build capabilities in delivery and to execute initiatives, both during an active project and continuing after our consultants have shared their recommendations. You will be involved from strategy through execution as the manager of strategy execution and impact creation. You will have the opportunity to manage projects and progress with minimal supervision, including tracking metrics, handling complex analyses, and preparing communications to report back to client and internal leadership. You will develop trust-based relationships with clients and delivering results as a specialist of strategy execution and impact creation. You will receive training on how to better structure ambiguous problems and take action to solve them, synthesize clear takeaways from complex information and recommendations using both qualitative and quantitative methods, and work effectively with diverse teams to come up with the best solution and move people and organizations to act. You will establish trust-based relationships with clients to better-serve their organizations, communicate effectively with all audiences including senior leaders and develop your leadership style, leveraging your own passions, strengths and personal values. McKinsey believes in strengths-based development and coaching, and you will receive frequent mentoring from colleagues. This will include a senior colleague from your office or practice who will help you grow and achieve your career goals.

Your Qualifications and Skills

• Undergraduate or master’s degree in commerce, finance, business studies, operations, economics or a related field, with an outstanding academic record
• 6+ years of project delivery in consulting for financial industries; international experience is a plus
• Demonstrated experience in financial services in at least one of the following areas: banking, insurance, wealth and asset management, public finance
• Strong understanding of both business and technical aspects of technology/digital transformations within financial services, enabling the creation of value-driven technology strategies
• Demonstrated experience in one or more of the following key service offerings is a plus: organizational development (including org. design/set up, talent management, etc.), transformational delivery (implementing large transformational programs), and productivity and performance improvement
• Superior analytical problem solving and relationship building skills, including a demonstrated high level of client service commitment
• Ability to work collaboratively in a team environment and create an inclusive environment with people at all levels of an organisation
• Willingness to travel
• Ability to communicate complex ideas effectively in English and Arabic

• Mid-Senior level

• Full-time

• Consulting, Information Technology, and Management
• Industries
• Banking, Financial Services, and IT Services and IT Consulting

Referrals increase your chances of interviewing at McKinsey & Company by 2x

Get notified about new Financial Services Manager jobs in Riyadh, Riyadh, Saudi Arabia .

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Riyadh, Riyadh, Saudi Arabia 11 hours ago

Technical Account Manager, Customer Success

Technical Account Manager, Customer Success

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You will join a client service team to help clients build capabilities in delivery and execution, both during an active project and after our consultants have shared their recommendations.

We expect you to go the extra mile, delivering solutions that solve immediate problems and drive long-term change. You will rely on your judgment and integrity to ensure our recommendations are effective and lasting.

Collaborating directly with clients, you will help them solve problems, refine strategies, and implement transformations. By equipping them with tools and knowledge to continue innovating after we’ve left, you will ensure our work's impact endures, upholding McKinsey’s commitment to meaningful industry and community contributions.

You will receive training on structuring ambiguous problems, synthesizing complex information into clear recommendations using qualitative and quantitative methods, working effectively with diverse teams, and building trust-based client relationships. You will also develop your leadership style, leveraging your passions, strengths, and values.

Driving lasting impact and building long-term capabilities is challenging. You thrive in a high-performance culture—doing hard things, resiliently trying again when needed.

In return, we'll provide resources, mentorship, and opportunities to help you grow into a stronger leader faster. Your colleagues will invest in your development through apprenticeship, coaching, and exposure, accelerating your growth.

• Continuous learning through structured programs and feedback, owning your development journey.
• A voice that matters: your ideas and contributions will have tangible impact, fostering diverse perspectives for optimal outcomes.
• A global community: colleagues across 65+ countries and over 100 nationalities, learning from diverse backgrounds.
• World-class benefits: competitive salary based on experience and skills, plus comprehensive medical, dental, mental health, and vision coverage for you and your family.

• Undergraduate degree in commerce, finance, business studies, operations, economics, or related field, with an outstanding academic record.
• 2+ years of project delivery experience in consulting, preferably on large-scale financial industry projects; international experience is a plus.
• Experience in Financial Services areas such as banking, insurance, wealth and asset management, or public finance.
• Experience in organizational development, transformational delivery, or productivity improvement is a plus.
• Strong analytical, problem-solving, and relationship-building skills, with high client service commitment.
• Ability to work collaboratively and create an inclusive environment at all organizational levels.
• Effective communication skills in English and Arabic.
• Willingness to travel.

Book your seat now in the Mustashar Accelerator program—only 4 weeks left.

Register for the MiniMBA program to get a 20% EarlyBird Discount.

The Mustashar Accelerator is a four-day virtual program introducing you to management consulting. Gain top-tier skills and join our placement program for full-time opportunities with leading consulting firms in KSA.

You will join a client service team to help clients build capabilities in delivery and execution, both during an active project and continuing after our consultants have shared their recommendations.

We will expect you to go the extra mile, delivering solutions that solve immediate problems and drive long-term change. We will rely on your judgment and integrity to ensure our recommendations are effective and long-lasting.

As you collaborate directly with clients, you will help them solve problems, refine strategies, and implement transformations.

By equipping them with the tools and knowledge to continue innovating and improving after we’ve left, you will ensure the impact of our work endures. In doing so, you will uphold McKinsey’s commitment to making a meaningful difference in the industries and communities we serve.

You will receive training on how to better structure ambiguous problems and take action to solve them as well as synthesize clear takeaways from complex information into clear takeaways and recommendations using both qualitative and quantitative method.

You will work effectively with diverse teams to come up with the best solution and move people and organizations to act.

You will establish trust-based relationships with clients to better-serve their organizations, communicate effectively with all audiences including senior leaders and develop your leadership style, leveraging your own passions, strengths and personal values.

Your Growth

Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.

In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.

When you join us, you will have:
- Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.
- A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
- Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
- World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package, which includes medical, dental, mental health, and vision coverage for you, your spouse/partner, and children.

Your qualifications and skills
- Undergraduate degree in commerce, finance, business studies, operations, economics or a related field, with an outstanding academic record
- 2+ years of project delivery in consulting; preferably on the delivery of large-scale projects in financial industries; international experience is a plus
- Demonstrated experience in Financial Services in at least one of the following areas: banking, insurance, wealth and asset management, public finance
- Demonstrated experience in one or more of the following key service offerings is a plus: organizational development (including org. design/set up, talent management, etc.), transformational delivery (implementing large transformational programs), and productivity and performance improvement
- Superior analytical problem solving and relationship building skills, including a demonstrated high level of client service commitment
- Ability to work collaboratively in a team environment and create an inclusive environment with people at all levels of an organisation
- Ability to communicate complex ideas effectively in English and Arabic
- Willingness to travel

Book your seat NOW in the Mustashar Accelerator program - Only 4 weeks left

Book your seat NOW in the MiniMBA program to get a 20% EarlyBird Discount

The Mustashar Accelerator is a four-day virtual program to introduce you to the art of management consulting.

Acquire top tier management consulting skills and join our placement program to acquire a full-time job opportunity with leading consulting firms in KSA.

We have 5 positions varying from Assistant Manager to Director level. Candidates are considered for the right position as per the experience levels.

Must be able to:

• Effectively manage stakeholders with work plans and clear deliverables
  
• Interface with a wide range of management level internal stakeholders, including c-suite interactions
  
• Agree priorities and ensure the required outputs are delivered on schedule
  

Candidates are expected to be:

• Interviewing very senior executives to solicit their input and refinements
  
• Working with multiple business unit and functional leads to guide their contributions
  
• Developing high-level project plans, targets and benefits tracking
  

• 5-10+ years of business/commercial experience
  
• 4-6+ years experience in strategy execution
  
• Experience in the Financial Services industry
  
• Should be hands-on
  
• Should have very good verbal and written communication skills
  
• Exceptional PowerPoint skills with the ability to deliver a clear storyline supported with high-quality insightful slides containing high-quality analysis and clear findings
  
• Cultural sensitivity is a must
  
• Arabic speaking is NOT a must.
  

You will help financial institution clients’ top management and field members build capabilities in delivery and to execute initiatives, both during an active project and continuing after our consultants have shared their recommendations.

You will be involved from strategy through execution as the manager of strategy execution and impact creation.

You will have the opportunity to manage projects and progress with minimal supervision, including tracking metrics, handling complex analyses, and preparing communications to report back to client and internal leadership.

You will develop trust-based relationships with clients and delivering results as a specialist of strategy execution and impact creation.

You will receive training on how to better structure ambiguous problems and take action to solve them, synthesize clear takeaways from complex information into clear takeaways and recommendations using both qualitative and quantitative method and work effectively with diverse teams to come up with the best solution and move people and organizations to act.

You will establish trust-based relationships with clients to better-serve their organizations, communicate effectively with all audiences including senior leaders and develop your leadership style, leveraging your own passions, strengths and personal values.

McKinsey believes in strengths-based development and coaching, and you will receive frequent mentoring from colleagues. This will include a senior colleague from your office or practice who will help you grow and achieve your career goals.

Your Growth
- Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.
- In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.

When you join us, you will have:
- Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.
- A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
- Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
- World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package, which includes medical, dental, mental health, and vision coverage for you, your spouse/partner, and children.

Your qualifications and skills
- Undergraduate or master’s degree in commerce, finance, business studies, operations, economics or a related field, with an outstanding academic record
- 6+ years of project delivery in consulting for financial industries; international experience is a plus
- Demonstrated experience in financial services in at least one of the following areas: banking, insurance, wealth and asset management, public finance
- Strong understanding of both business and technical aspects of technology/digital transformations within financial services, enabling the creation of value-driven technology strategies
- Demonstrated experience in one or more of the following key service offerings is a plus: organizational development (including org. design/set up, talent management, etc.), transformational delivery (implementing large transformational programs), and productivity and performance improvement
- Superior analytical problem solving and relationship building skills, including a demonstrated high level of client service commitment
- Ability to work collaboratively in a team environment and create an inclusive environment with people at all levels of an organisation
- Ability to communicate complex ideas effectively in English and Arabic
- Willingness to travel

Book your seat NOW in the Mustashar Accelerator program - Only 4 weeks left

Book your seat NOW in the MiniMBA program to get a 20% EarlyBird Discount

The Mustashar Accelerator is a four-day virtual program to introduce you to the art of management consulting.

Acquire top tier management consulting skills and join our placement program to acquire a full-time job opportunity with leading consulting firms in KSA.

Overview

Our client is a leading financial institution in the GCC region undergoing a major digital and technology transformation. They are investing in modernizing platforms, enhancing customer experience, and building a future-ready technology landscape. They are looking for a Technical Lead to support the digital transformation journey of a leading bank in the GCC, combining solution design leadership with hands-on delivery and support for sales and client engagement.

Location : Dubai or Riyadh

• Client Engagement & Business Development
• Support sales strategies to drive growth in the Financial Services sector, focusing on digital and technology-led transformations
• Identify and engage with potential clients to understand needs and shape tailored technical solutions
• Translate business needs into scalable technical solutions aligned with the client's enterprise architecture
• Design digital platforms using SOA, Open APIs, Microservices, and API Management tools
• Provide strategic guidance on technology modernization, IT strategy, and innovation
• Project Delivery
• Lead Agile/DevOps-driven project implementations across GCC clients
• Act as hands-on lead for project delivery, ensuring technical excellence and client satisfaction
• Manage hybrid delivery teams of 10–25+ members (onshore/offshore)
• Collaborate with DefineX digital and technical experts to craft winning solutions
• Coordinate with the broader technology team for delivery support

• Experience
• 15+ years in Financial Services technology roles, including 5+ years in a senior consulting, technical leadership, or digital transformation role
• Background in either top-tier consulting firms or leading bank technology divisions
• Experience with large-scale transformations in Personal/Corporate Banking or Core Banking systems
• Technical Expertise
• Strong command of enterprise architecture, application platforms, and integration technologies
• Deep knowledge of: Microservices, Containerization, API platforms
• Cloud, Agile, DevOps methodologies
• Core transformation and digital channels (web/mobile)
• Delivery & Communication
• Proven ability to lead multi-disciplinary teams across geographies
• Excellent verbal and written communication skills in English (Arabic preferred)
• Strong client-facing and stakeholder management skills

This is an exciting opportunity to shape and deliver high-impact technology transformation initiatives for a major GCC financial institution, supported by a world-class consulting and technology team.

Seniorities

• Director

Employment

• Full-time

Job Function

• Information Technology

Industries

• IT Services and IT Consulting

Referrals increase your chances of interviewing at Tandem Search by 2x. Get notified about new Financial Services Professional jobs in Riyadh, Saudi Arabia .

Job Summary

We are looking for an AI Software Engineer to design, build, and deploy cutting-edge AI/ML solutions for financial services . This role involves working on fraud detection, risk assessment, robo-advisory, LLM-based applications, and cloud-native AI systems . The ideal candidate will have 5+ years of software development experience and at least 2+ years in AI/ML production environments , with expertise across ML frameworks, cloud infrastructure, and full-stack engineering. You will collaborate with product, data science, and compliance teams to deliver innovative, scalable, and compliant AI solutions.

• Design, develop, and deploy AI/ML models for financial applications (fraud detection, risk assessment, robo-advisory, etc.).
• Build and optimize end-to-end ML pipelines (data ingestion → preprocessing → deployment → monitoring).
• Implement LLM-based solutions using OpenAI, Anthropic, Hugging Face, LangChain, LlamaIndex .
• Develop and maintain cloud-native architectures (AWS, GCP, Azure).
• Apply MLOps best practices : CI/CD for ML, automated testing, observability.
• Collaborate with product managers, data scientists, and compliance teams .
• Drive rapid prototyping through POCs and MVPs.
• Ensure compliance with cybersecurity and regulatory standards (explainable AI, bias detection, SAMA).
• Contribute to open-source projects and stay updated with AI/ML advancements.

• 5+ years of professional software development experience.
• 2+ years of hands-on experience in AI/ML production environments .
• Expertise in AI/ML frameworks (TensorFlow, PyTorch, scikit-learn).
• Proficiency with LLM frameworks (OpenAI, Anthropic, Hugging Face, LangChain, LlamaIndex).
• Experience in prompt engineering, fine-tuning, and RAG architectures .
• Strong knowledge of MLOps pipelines, CI/CD practices, and model deployment .
• Advanced proficiency with cloud platforms (AWS, GCP, or Azure).
• Familiarity with Infrastructure as Code (Terraform, CloudFormation, Pulumi).
• Solid experience with backend & frontend development (Node.js, FastAPI, Django, React, Next.js, etc.).
• Knowledge of databases, APIs, container orchestration (Kubernetes, Docker), and DevOps tools .

• Experience in AI solutions for financial services .
• Knowledge of edge AI and device-level inference optimization.
• Background in quantitative finance or algorithmic trading .
• Familiarity with blockchain / distributed ledger technologies .
• Publications, research contributions , or conference presentations in AI/ML.
• Proficiency in Arabic NLP and language models (technical skill, not necessarily spoken fluency).
• Previous startup or venture studio experience .
• Domain expertise in computer vision, NLP, time-series forecasting, or recommender systems .

• Builder Mentality: Focused on delivering working AI systems, not just designs.
• Problem-Solving: Ability to tackle complex, ambiguous challenges with speed.
• Technical Leadership: Influences design and architecture decisions.
• Innovation Drive: Passion for applying cutting-edge AI in real-world fintech use cases.
• Rapid Prototyping: Skilled at building POCs and MVPs to validate ideas.
• Collaboration: Strong communicator, effective with cross-functional teams.
• Learning Agility: Continuously stays ahead of AI/ML advancements.
• Pragmatic Approach: Balances technical excellence with business priorities and time-to-market.