Julius Baer
Wealth Management
DeferredCompensationSpecialist
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“Deferred Compensation Specialist at Julius Baer. Skills: Deferred Compensation, ESPP, Global Implementation. Lead ESPP implementation and rollout. Serve as ESPP subject matter expert”
What You'll Achieve.
Drive engagement and inclusivity
Industry & Context.
Analytical skills; Logical mindset; Agile mindset; Manage ambiguity; Manage complex topics; Raise awareness of issues
Fluency in German, Fluency in English
What They're Looking For.
Must Have
3 years of relevant deferred compensation experience, Working understanding of deferred compensation programmes
Nice to Have
Knowledge of financial, accounting, tax, legal and compliance and reporting rules relating to deferred compensation programmes, Knowledge of share plan administration systems, Knowledge of payroll administration around share plans, Knowledge of European / global banking regulations related to variable/deferred compensation
What You'll Do.
Lead ESPP implementation and rollout
Serve as ESPP subject matter expert
Ensure ESPP compliance
Develop ESPP operational procedures
Monitor ESPP contributions
Coordinate ESPP share purchases
Manage ESPP participant records
Resolve ESPP employee queries
Monitor ESPP participation trends
Assist deferred compensation activities
Provide regulatory reporting support
Support audit requests
How You'll Work.
Team & Collaboration
Collaborate with project lead and stakeholders; Work with internal stakeholders (HR, Legal, Tax, Communications); Work with external vendors; Coordinate with share plan administrator; Interact with individuals of diverse backgrounds
Communication Scope
Verbal communication skills; Written communication skills
Process & Methodology
Planning, Organisational skills, Execution skills, Project deadlines
Full Job 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. This newly created role combines established deferred compensation responsibilities with an exciting project to implement and manage a new global Employee Share Purchase Plan (ESPP). Initially, your focus will be fully dedicated to the rollout of the new programme. Once live, the role will transition into a balanced combination of day-to-day ESPP operations and ongoing deferred compensation administration. While Julius Baer currently offers an annual ESPP, the Bank has announced an enhanced, more accessible share purchase programme. It reflects the Group’s commitment to making share ownership simpler and more integrated into everyday financial planning. You will join a dynamic team within the Group’s Rewards and Performance Management team with combined responsibility for Deferred Compensation, Global Mobility and Business Travel Compliance topics, giving you access to varied topics in the compensation, benefits, compliance, taxation and finance/accounting spaces. ## **YOUR CHALLENGE** **Global ESPP Implementation** * Take a leading operational role in designing, launching, and rolling out the new global ESPP across multiple jurisdictions, in close collaboration with the project lead and key stakeholders. * Serve as the subject matter expert on the project, work closely with internal stakeholders (HR, Legal, Tax, Communications) and external vendors (plan administrator, advisors) to execute the implementation roadmap. * Ensure all aspects of the plan comply with local employment laws, tax regulations, and internal governance standards across participating countries. * Lead end-to-end testing of critical components, payroll integration, contribution calculations, foreign exchange handling, and share delivery processes. * Develop operatio
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