Job offer
Transformation Strategist
As a Transformation Strategist at Julius Baer, you will be responsible for translating the strategy into a value-driven transformation portfolio and orchestrating the portfolio implementation. The role includes managing change processes, communicating with executives and ensuring efficient implementation of projects.
Job description
Transformation Strategist 80% - 100% (m/f/d)Tasks
- Escalation of important decisions to high-level management committees
- Enable cross-program 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 program 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
Requirements
- Bachelor's degree required
- 8+ years of experience in business transformation, portfolio/project management, ideally in 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
- Understanding of agile delivery, especially with regard to value delivery (i.e. understanding of OKRs/KPIs) in an agile context
- Team player, resilient and able to work in a dynamic environment
- Excellent communication and interpersonal skills to interact effectively with stakeholders, executives and project teams
- Keen ability to conceptualize ideas, convey compelling narratives, effectively visualize leadership and project teams
Language skills
- Fluent in English
- German language skills an advantage
We offer
No specific benefits mentioned.Job details
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