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

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.

The Transformation office have the mandate to ensure translation of the strategy into value-driven transformation portfolio and to orchestrate portfolio implementation as strategic Programme Management Office, ensuring an efficient, integrated implementation governance across steering, demand management, design and delivery. Track and holistically report on the Bank’s overall change portfolio in a value-and outcome-oriented manner.

YOUR CHALLENGE

• Manage the end-to-end Transformation Portfolio, ensuring strategic alignment, demand prioritization, and delivery assurance

• Maintain the 3-year strategic change roadmap and coordinate cross-programme dependencies

• Define outcome-based targets and oversee performance against KPIs, budgets, timelines, and business value

• Escalate decisions and issues to the relevant executive committees with clear, data-driven insights

• Drive process improvements and automation to enhance governance efficiency and stakeholder transparency

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

• Deliver high-impact reporting and presentations for the Executive Board and Board of Directors, to ensure transparency and drive decision-making

• 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 visualize 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

• Highly analytical, detail-oriented, 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

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