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

Julius Baer is hiring a Head of Core Position Management & Client Reporting – Digital Delivery 100% (f/m/d) in Zurich, Switzerland. Level rates it ; you can apply on Julius Baer.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
Level classes it as an executive role.
Julius Baer has 190 other open roles on Level.
Posted within the past two weeks.

AI in this role

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

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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How we rate this

Head of Core Position Management & Client Reporting – Digital Delivery 100% (f/m/d) at Julius Baer rates 37 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Head of Core Position Management & Client Reporting – Digital Delivery 100% (f/m/d) is an open job at Julius Baer.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Zurich.
The job was posted on October 22, 2026.
Seniority: executive.
Applications are handled by Julius Baer. Apply on Julius Baer