Investment Solutions Change Portfolio Lead (f/m/x) - leading

Position Overview

Details of the role and how it fits into the team

About Private Bank (PB) Transformation

PB Transformation runs Private Bank global change portfolio. We are distributed around the world, across all regions where we operate. Within our organization, everyone is empowered to shape and drive the transformation in line with Business and Technology strategic goals by fostering innovation and implementing an agile operating model. We are leveraging the latest technologies to modernize our products and processes by enhancing the way in which we serve

our clients.

About the position

As a key member in PB Transformation leadership team, you will manage a complex portfolio of transformation projects, ensuring alignment with business objectives, regulatory requirements, and market developments. The ideal candidate will have a deep understanding of investment solutions, project management, and stakeholder engagement.

Your key responsibilities

Portfolio & Change Management

• Lead and oversee a global portfolio of investment-related change initiatives, ensuring timely and cost-effective delivery, in strong collaboration with regional change teams

• Actively manage risks, dependencies, and priorities across multiple projects

• Develop and maintain a strategic roadmap for investment solutions transformation, ensuring full alignment with business goals and industry trends

Stakeholder Engagement & Leadership

• Collaborate with senior leadership, investment teams, operations, technology, and external partners to drive change initiatives

• Communicate progress, challenges, and outcomes to key stakeholders in a clear and structured manner

Financial & Resource Management

• Oversee budget allocation and resource planning across the Investment Solutions change portfolio

• Ensure cost-effectiveness and efficiency in project execution while maintaining high-quality standards

• Identify opportunities to optimize processes, reduce costs, and enhance business value

Your skills and experiences

• Master degree in Business, Engineering, Computer Science, or a related field

• 15+ years of Technology / Transformation leadership experience in financial services

• Proven experience in leading large-scale change portfolios, including direct experience in digital transformation and technology-driven investment solutions

• Strong understanding of investment products, financial markets, and regulatory environments

• Expertise in project and program management methodologies

• Ability to navigate complex stakeholder environments and influence at all levels

• Excellent problem-solving, analytical, and strategic-thinking skills

• Hands-on attitude, exceptional leadership, team management, and stakeholder engagement skills

• A very good command of english and german language

What we offer

We provide you with a comprehensive portfolio of benefits and offerings to support both, your private and professional needs.

• Emotionally and mentally balanced
  A positive mind helps us master the challenges of everyday life – both professionally and privately. We offer consultation in difficult life situations as well as mental health awareness trainings.

• Physically thriving
  We support you in staying physically fit through an offering to maintain personal health and a professional environment. You can benefit from health check-ups; vaccination drives as well as advice on healthy living and nutrition.

• Socially connected
  Networking opens up new perspectives, helps us thrive professionally and personally as well as strengthens our self-confidence and well-being. You can benefit from PME family service, FitnessCenter Job, flexible working (e.g parttime, hybrid working, job tandem) as well as an extensive culture of diversity, equity and inclusion.

• Financially secure
  We provide you with financial security not only during your active career but also for the future. You can benefit from offerings such as pension plans, banking services, company bicycle or “Deutschlandticket”.

Since our offerings slightly vary across locations, please contact your recruiter with specific questions.

This job is available in full and parttime.

In case of any recruitment related questions, please get in touch with Vanessa Lips.

Contact Vanessa Lips: +49 (69) 910-34272

Wir streben eine Unternehmenskultur an, in der wir gemeinsam jeden Tag das Beste geben. Dazu gehören verantwortungsvolles Handeln, wirtschaftliches Denken, Initiative ergreifen und zielgerichtete Zusammenarbeit.
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