Director, Core Position Management & Client Insights

Bank Julius Bär & Co. Ltd.; Zürich; On-site; CHF 180,000 - 240,000; Full time

Job summary

Julius Baer seeks a senior business delivery lead to drive core position management and portfolio analysis within the SAFe framework. You will guide a global team of Product Owners, BAs, and SMEs, aligning business priorities with technology and design while coordinating with senior stakeholders.

You will own the end-to-end stream roadmap, balance regulatory and time-to-value considerations, and ensure a superior client experience through accurate, reliable digital capabilities.

Qualifications

• Bachelor's or Master's degree in related field as listed.
• 5–7 years in agile roles within wealth management with delivery lead experience.
• Understanding of portfolio analysis concepts and client insights.
• Strong SAFe and DevOps knowledge for large-scale delivery programmes.
• Experience leading distributed teams in a global environment.
• Excellent facilitation, conflict-resolution and communication skills.
• Fluent in English; other languages a plus.

Responsibilities

• Act as senior business delivery lead for core position management within the ART.
• Define and align stream objectives with digital delivery target landscape.
• Own and steer the stream roadmap end-to-end, balancing priorities and compliance.
• Drive transparent budgeting, reporting, and resource allocation.
• Represent roadmap at senior governance levels and manage dependencies.
• Lead and coach Product Owners, Business Analysts, and SMEs in SAFe.

Skills

Leadership

Delivery leadership

Facilitation

Communication

Stakeholder management

SAFe/Agile

DevOps practices

Education

Bachelor's or Master's degree in Computer Science

Bachelor's or Master's degree in Finance

Bachelor's or Master's degree in Business Administration

Tools

SAFe

DevOps

Job description

Julius Baer seeks a senior business delivery lead to drive core position management and portfolio analysis within the SAFe framework. You will guide a global team of Product Owners, BAs, and SMEs, aligning business priorities with technology and design while coordinating with senior stakeholders.

You will own the end-to-end stream roadmap, balance regulatory and time-to-value considerations, and ensure a superior client experience through accurate, reliable digital capabilities.