Head of Core Position Management & Client Reporting – Digital Delivery 100% (f/m/d)

Julius Baer; Zürich; On-site; CHF 180,000 - 280,000; Full time

Job summary

Julius Baer seeks a seasoned leader to drive the Core Position Management and Portfolio Analysis capability, shaping the product and delivery roadmap from a business perspective. You will lead a global team of Product Owners, Business Analysts, and SMEs to align with business priorities, regulatory requirements, and client needs.

You will orchestrate end-to-end delivery, balance time-to-value with architecture and risk, and ensure transparent reporting to senior stakeholders, while continuously

Qualifications

• Bachelor's or Master’s degree in Computer Science, Finance, Business Administration, or a related field.
• 5–7 years in agile roles within wealth management with at least 3 years as a delivery lead with personnel responsibility.
• Deep understanding of portfolio analysis concepts including position & portfolio valuation and performance measurement.
• In-depth SAFe principles, DevOps practices, and end-to-end delivery for large-scale transformations.
• Experience managing distributed teams in a global, multicultural environment.
• Strong facilitation, conflict-resolution, and executive communication skills.
• Ability to influence without direct authority in a fast-paced setting.
• Experience delivering digital asset views and client reporting in private banking.
• Fluent in English; other languages are a plus.

Responsibilities

• Act as the senior business delivery lead for core position management within the SAFe ART.
• Define and align the stream’s objectives with the digital delivery target landscape.
• Own and steer the stream’s roadmap end-to-end, balancing priorities and regulatory needs.
• Ensure a superior client experience by understanding client needs and maintaining a reliable capability.
• Drive high-quality end-to-end delivery with clear decisions, risk management, and escalation paths.
• Report financials and manage the stream's budget and resources to maximise value.
• Represent the delivery roadmap at senior governance levels and manage dependencies.
• Lead and coach a cross-functional team within SAFe, fostering accountability and improvement.

Skills

Delivery leadership

SAFe experience

Stakeholder collaboration

Team coaching

Client focus

Education

Degree in CS/Finance/Business

Job description

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.

We are seeking an experienced and motivated leader to drive the evolution of our Core Position Management and Portfolio Analysis (Temenos Triple A) and client reporting capability. This business capability serves as the single source of truth for client positions, performance reporting, and analytical insights across Julius Baer’s digital ecosystem—supporting both internal stakeholders and external clients.

In this key role, you will drive the product and delivery roadmap from a business perspective with a thorough understanding of underlying business processes to derive, sequence and execute milestones and objectives according to key priorities set. Your client centricity will set the guardrails for the team, guiding them to grow with the digital and mobile demands of our clients and ensuring their work translates into intuitive, impactful digital experiences. You will work in close collaboration with business units, IT leadership, Enterprise Architecture, and international stakeholders to ensure systematic delivery against the set roadmap. You will lead a team of Product Owners, Business Analysts, and Subject Matter Experts as a Business Stream Lead within the Portfolio and Position Management Agile Release Train (ART).

Reporting into the Position and Portfolio Management lead within Digital Delivery, you will lead a cross-functional, global team responsible for driving innovation, scalability, and operational excellence across the platform.

YOUR CHALLENGE

• Act as the senior business delivery lead for core position management within the ART, ensuring alignment between product, technology, design, data, risk, and business functions
• Define and align the stream’s strategic objectives within the digital delivery target landscape, ensuring the core banking strategy aligns with the future-state architecture picture
• Own and steer the stream’s roadmap end-to-end, balancing business priorities, regulatory requirements, technical feasibility, and time-to-value while aligning priorities with senior stakeholders
• Ensure a superior client experience by understanding client needs and maintaining an accurate, reliable, performant and stable capability framework
• Drive predictable, high-quality end-to-end delivery by providing clear decision-making, risk management, and escalation paths across governance boards
• Ensure transparent financial and progress reporting to the ART Lead, managing the stream's delivery budget and resource allocation effectively to maximise business value
• Represent the stream's delivery roadmap at senior governance levels, proactively managing dependencies, risks, and cross-functional coordination
• Lead and coach a team of Product Owners, Business Analysts, and Subject Matter Experts within a Scaled Agile Framework (SAFe) environment, fostering a culture of accountability and continuous improvement

YOUR PROFILE

• Bachelor's or Master’s degree in Computer Science, Finance, Business Administration, or a related field
• Minimum of 5–7 years of experience in agile roles within wealth management, asset management, or investment operations, with at least 3 years as a delivery lead (Business Stream Lead, or equivalent) with personnel responsibility
• Profound understanding of portfolio analysis concepts it’s use in everyday interaction by Relationship Managers and Clients, including position & portfolio valuation, performance measurement, and transaction information to provide clients a comprehensive portfolio and position insights and details about their assets
• In-depth understanding of SAFe principles, DevOps practices, and managing end-to-end delivery for large-scale transformation programmes
• Experience managing distributed teams in a global, multicultural environment, including nearshore and offshore delivery models
• Strong facilitation and conflict-resolution skills, with the ability to coach teams, remove impediments at scale, and communicate effectively with business/project stakeholders across seniority levels as well as within the own delivery team
• Ability to thrive in a fast-paced, evolving environment, influence without direct authority, and demonstrate a strong analytical mindset with excellent verbal and written communication skills
• Experience in driving the delivery of digital asset views and client reporting solutions within a private banking environment
• Fluent in English (written and spoken); additional languages are a plus