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.
Senior Analysis & Delivery Lead responsible for the successful delivery ofa strategic execution service transformation, including the migration of
the Frankfurt execution desk onto the target Execution Management
System (EMS) and the implementation of FX Risk Transfer capabilities.
The role acts as the key interface between Business, Technology,
Operations, and external providers, ensuring alignment across Avaloq,
custody migration, local infrastructure, and target operating model
initiatives under critical delivery timelines.
PRINCIPALES FUNCIONES
- Lead requirements definition, target-state design, and delivery coordination for the execution service and FX workstreams
- Support the migration of the Frankfurt execution desk onto the target EMS and the implementation of the future operating model
- Ensure alignment across Business, Technology, Operations, local Germany platform teams, Avaloq, custody migration activities, and external service providers to achieve end-to-end readiness
- Act as the primary SME bridging business requirements and technology delivery, driving stakeholder alignment and solution decisions
- Coordinate end-to-end system integration, testing, migration planning, operating model readiness, and business adoption activities across execution and FX capabilities
- Ensure successful delivery by proactively managing dependencies, risks, timelines, and stakeholder expectations
YOUR PROFILE
- Extensive experience delivering trading, execution, FX, capital markets, and platform transformation initiatives within Private Banking, Wealth Management, or Financial Services
- Proven experience leading end-to-end system integration and target operating model implementations in complex financial services environments
- Strong technical expertise in FIX Protocol
- Strong understanding of financial markets, execution services, trading workflows, FX products, custody processes, order lifecycle management, and post-trade operations
- Strong analytical, technical, and business expertise, with strong problem-solving capabilities and the ability to translate business requirements into pragmatic solutions
- Excellent communication and stakeholder management skills, with the ability to influence, align, and bridge executive, business, technology, operations, control functions, external vendors, and senior management
- Proven track record delivering large-scale, highly complex, business-critical programmes with significant interdependencies, demanding timelines, and high execution risk, using a combination of Agile delivery practices and traditional waterfall governance
- Highly resilient, delivery-focused, and capable of performing effectively under pressure while managing competing priorities
- Relevant project delivery, business analysis, change management, Agile, or project management certifications are advantageous
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