Product Owner - CLM 100% (f/m/d)

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.

Bank Julius Baer is building a Global CLM (Client Lifecycle Management) Platform to be used in all its Processing Hubs and Booking Centres for Client Onboarding and Lifecycle Management. The Product Owner owns the vision of a (set of) distinct CLM product(s), leads – jointly with the Scrum Master and the Lead Developer - a development team in an agile environment and manages the development as well as the maintenance of the owned product(s).
The Global CLM Platform is a multi-year program built in-house and includes processes like Partner and Account opening, KYC, Lead & Prospect Management, Client Investment Profile, Periodic Client Reviews, Client Risk Management and Document Management, in accordance with global business needs and local regulations.
The Product Owner of the Global CLM Program will be responsible for defining, prioritizing, and supporting the build as well as the maintenance of desirable, feasible and sustainable products that meet customer needs over the product lifecycle. To this end, the Product Owner will be responsible for defining and prioritizing the capabilities and the overall demand within the respective agile development team.

YOUR CHALLENGE

• The vision and roadmap for the owned product(s) and optimisation of value across the end-to-end lifecycle aligned to Bank Julius Baer’s business strategy and priorities

• The construction, ownership and prioritisation of the product backlog - both Change-the-Bank (CtB) and Run-the-Bank (RtB) – aligned to business strategy and priorities

• Definition, prioritisation and implementation oversight for the Features and Stories in line with Initiatives prioritised in the Quarterly Business Review (QBR) process

• Relevant RtB topics (e.g. SLAs, incident and problem mgmt., audit items)

• Management and optimisation of the Change-the-Bank (CtB) and Run-the-Bank (RtB) team capacity

• Ensure appropriate involvement of relevant business stakeholders throughout the whole project lifecycle

YOUR PROFILE

• A minimum of a Bachelor’s degree or equivalent

• Proven experience as a Product Owner in software delivery projects

• Strong understanding of Agile methodology (e.g. SAFe) and experience of partnering with IT in a Scrum set-up

• Proficiency in Jira or similar Agile project management tools

• Good understanding of business processes, process design, and process re-engineering as well as technology and software development

• Strong stakeholder management skills

• Experience in finding operational synergies and performing impact analysis on business models, tools and processes

• Experienced in working with DevOps

• Experienced in applying testing methodologies, especially functional testing and user acceptance testing (UAT)

• Experience in the private banking and global wealth management industry with strong delivery record is a plus

• Excellent (functional) leadership, communication and stakeholder management skills. Enthusiastic collaborator and team player with a positive attitude

• Self-motivated, team-oriented and hands-on personality, comfortable in driving and managing change as well as challenging the status quo

• Strong conceptual, analytical, and problem-solving skills. Track record of prioritizing and making trade-offs by objectively evaluating opportunities vs potential pitfalls. Demonstrated data-driven decision making

• Ability to think pragmatically and drive execution of concepts. Analyse, prioritize, resolve issues and take decisions during challenging times

• Experience working in a global environment with distributed teams

• Fluent in English oral and written is a must and fluent Spanish is highly beneficial

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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