Job offer

Transformation Strategist

The Transformation Strategist position at Julius Baer in Zurich involves coordinating transformation projects, monitoring targets and budgets and communicating with executives. The focus is on implementing strategic changes and ensuring efficiency and transparency in the transformation process.

Job description

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

Tasks

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

Requirements

  • 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 and project teams

Language skills

  • Fluent in English
  • German would be a plus

Job details

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