Description
We are seeking a Transformation Manager to lead complex transformation programs for Advisory and DPM solutions in Investment & Wealth Management.
About the Role
You will be responsible for the strategic and operational implementation of complex transformation programs for Advisory and DPM solutions in Investment & Wealth Management. Your goal will be to drive forward the development of the Investment, Advisory, and platform landscape for private clients, including the introduction of new technology-based advisory and DPM solutions.
Key Responsibilities
- Lead the end-to-end implementation of new solutions from conception and platform selection to design, integration, implementation, and rollout.
- Ensure the integration of central components such as suitability, client and regulatory reporting, data, and interfaces into the existing investment and banking landscape.
- Translate strategic target images and technical requirements into solution designs, roadmaps, and reliable delivery plans, and manage dependencies, risks, resources, and decisions.
- Develop governance, reporting, and control mechanisms further and align the implementation with measurable business results such as increased DPM utilization, efficiency gains, and improved client experience.
- Coordinate business, product, technology, operations, and control functions and manage collaboration with senior management and external technology and platform providers.
Requirements
- You have successfully managed complex transformation programs in a wealth and investment environment and implemented solutions from conception to introduction in the business.
- You have practical experience in the end-to-end implementation of advisory and/or DPM solutions, including platform selection, integration, and implementation.
- You understand advisory and portfolio processes, suitability, reporting, data, client journeys, system integration, and operations, as well as their interaction along the value chain.
- You have sound technical, regulatory, and strategic knowledge of investment, advisory, and DPM models, as well as pronounced analytical and conceptual abilities.
- You manage complex programs result-oriented and communicate safely with senior management and internal and external stakeholders.
- You have fluent German and English language skills in writing and speaking.
- You use AI tools effectively to increase productivity, optimize processes, and solve business problems.
What We Offer
We offer you a wide range of benefits that cover all your professional and personal needs.
- A positive attitude helps you master the challenges of everyday life - professionally and privately. Take advantage of offers such as counseling in difficult life situations and offers to promote your mental health.
- With our offers to maintain your personal health and a conducive work environment, the bank helps you stay physically fit. You benefit from comprehensive check-up examinations, vaccination offers, and advice on a healthy lifestyle.
- Exchange with others opens up new perspectives, brings you forward professionally and personally, and strengthens your self-confidence and well-being. Take advantage of offers such as support through the pme family service, the Job fitness center, flexible working time models (e.g., part-time, job tandem, hybrid working), and an extensive culture of diversity, equal opportunities, and participation.
- The bank secures you financially not only during your active career but also for the future and supports your flexibility and mobility - whether private or professional. Take advantage of offers such as contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket.
Additional Information
The position is offered full-time and part-time.
If you have any questions about the recruitment process, please contact Marvin Hamann: +49(69)910-45482.