CFO Change and Transformation Manager 100% (f/m/d) at BANK JULIUS BAER CO LTD

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

11 May, 26

Salary

0.0

Posted On

10 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Change Management, Stakeholder Management, Analytical Skills, Communication Skills, Governance Skills, Financial Discipline, Project Management, Presentation Skills, Team Collaboration, Budgeting, Risk Management, Impact Measurement, Data Visualization, Relationship Building, Proactive Mindset, Organizational Skills

Industry

Banking

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. The role sits within the CFO Office reporting to the CoS to Group CFO and operates within a dynamic team environment. The CFO Change & Transformation Manager acts as the central orchestrator of the CFO transformation and change roadmap, coordinating and aligning all CFO units around a clear and prioritised portfolio of strategic initiatives. The position provides the CFO and Management Team with transparency on Change‑the‑Bank (CtB) activities, resource allocation, and external workforce usage, and serves as the primary point of contact for all CFO‑related change initiatives, also towards DBT Transformation Office in CFO. In addition, the role acts as Secretary to the CFO Change Alignment Board, ensuring governance discipline, decision readiness, and the preparation of management. YOUR CHALLENGE Key Responsibilities: Coordinating the definition and delivery of the CFO Change & Transformation roadmap in line with Group and Business Unit priorities Managing an integrated portfolio view, including status, risks, issues, and benefits Consolidating and challenging the priority of CtB and selected business initiatives, ensuring clear scope, timelines, and interdependencies Maintaining benefits and impact measurement frameworks and produce regular reporting for CFO, CFO MT and other relevant government bodies Building and maintaining relationships with key stakeholders within CFO and across units, in particular with the Transformation Office (COO – DBT) and IT Collaborating with the Finance HoBT to ensure smooth CtB budgeting process, monitoring spend and escalate deviations Centrally managing of external staff supporting CFO change initiatives. Serve as central point of contact for all CFO units regarding change initiatives and external hiring in close collaboration with business and Procurement Performance Objectives: Establish and run a transparent, prioritized CFO Change & Transformation portfolio: Ensure end‑to‑end coordination of the CFO Change & Transformation roadmap aligned with Group and Business Unit priorities, providing a consolidated portfolio view with clear scope, timelines, dependencies, risks, and benefits Strengthen governance, financial discipline, and impact tracking of change initiatives: Maintain robust benefits and impact measurement frameworks, deliver regular high‑quality reporting to the CFO, CFO Management Team, and relevant authorities, and ensure effective CtB budgeting, spend monitoring, and escalation of deviations Act as the central coordination and stakeholder interface for CFO change initiatives: Serve as the single point of contact across CFO units, Transformation Office, IT, and external partners, ensuring effective stakeholder alignment, disciplined governance, and efficient management of external resources supporting CFO change initiatives YOUR PROFILE Competencies: Advanced degree in Finance, Economics, Business Administration, Engineering, or related field (further education - e.g. MBA, CFA, PMP - is an asset). At least 5+ years’ experience in roles such as CFO/Finance in banking, management consulting, transformation offices, or business management within financial institutions Strong analytical and conceptual skills; able to communicate complex topics in a clear and concise manner, creating compelling narratives and presentations that influence senior stakeholders Excellent stakeholder management with confidence engaging senior leaders High ownership mindset; proactive, hands-on, and able to work independently Strong organisational and governance skills; reliable follow-up Excellent communication and presentation skills in English; German is an advantage Advanced user of MS Office (Excel, PowerPoint); ability to visualize data and craft clear narratives 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. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities

The CFO Change & Transformation Manager coordinates the CFO transformation roadmap and aligns all CFO units around strategic initiatives. They also manage the portfolio view of change initiatives, ensuring transparency and effective governance.