Julius Baer

Wealth Management

DeferredCompensationSpecialist

Zurich, Switzerland FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

Wealth Management
Problems you'll solve

Analytical skills; Logical mindset; Agile mindset; Manage ambiguity; Manage complex topics; Raise awareness of issues

Eligibility Requirements

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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