Transformation Strategist 80% - 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

IHRE AUFGABEN

• Review design and lead the set-up of holistic governance Front-to-Back for the Transformation Portfolio to increase efficiency and effectiveness of demand prioritisation, delivery assurance, and escalation of key decisions to the relevant executive committees

•  Enable cross-programme alignment across business and technology on demand, delivery, and design - ensuring alignment with Target Operating Model of the bank

• Drive process automation to enhance governance efficiency, transparency, and reporting quality for senior stakeholders

• Partner with senior leaders across business, technology, and functions; foster strong relationships through regular engagement and feedback

• Prepare and deliver high-impact reports and decision briefs for the Executive Board and Board of Directors

• Maintain the 3-year strategic change roadmap, ensuring full alignment with bank strategy and annual planning

• Set clear, outcome-focused targets (e.g., business value, KPIs) at programme level to measure progress and success

• Oversee end-to-end portfolio performance, tracking scope, budget, timelines, risks, and benefits to ensure in-scope, on-time, on-budget delivery

• Establish efficient collaboration model and partnership with Group Strategy, Finance, Risk, and Delivery teams to ensure integrated planning and execution

• Apply robust risk and budget management practices to safeguard delivery integrity

YOUR PROFILE

• Bachelor’s degree required

• 8+ years in business transformation, portfolio/project management, ideally within wealth management or global banking

• Proven experience in project portfolio management with a strong focus on business cases, budgeting & controlling, and deliverables tracking

• Strong strategic thinking and planning skills, with the ability to align project portfolios to organizational goals

• Should understand Agile delivery especially around value delivery (i.e., understanding of OKRs/KPIs) within an agile context

• Should be a team player, resilient and work in a dynamic environment

• Excellent communication and interpersonal skills to effectively interact with stakeholders, executive leadership and project teams

• Display a keen ability to conceptualize ideas, convey compelling narratives, effectively visualise concepts, develop strong presentations to senior stakeholders to support decision-making, e.g. Executive Board and Board of Director

• Produce high-quality outputs with meticulous attention to detail

• Excellent analytical and problem-solving skills

• Experience at a global bank or at a renowned wealth manager preferred, experience at a strategy consulting firm is also a plus

• Fluent in English, and German would be a plus

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

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