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.
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 operational procedures, training materials, and FAQs for employees and HR representatives worldwide, in cooperation with the project lead.
Global ESPP Administration
- Monitoring and reconciling monthly employee contributions collected via salary contributions across various currencies and countries.
- Coordinating with the share plan administrator and internal stakeholders to execute periodic share purchases and transfers.
- Managing participant records, including enrolments, changes in election amounts, terminations etc.
- Acting as first-point of contact for employees and stakeholders and coordinate resolution with plan administrator where required.
- Monitor participation trends, prepare regular analytics, and recommend enhancements to drive engagement and inclusivity.
Deferred Compensation Administration
- Assist in executing Julius Baer Group’s deferred compensation live-cycle activities (e.g. grants, vestings, leavers/forfeitures, purchase processing, payroll reporting, tax reporting) in a timely, accurate and high-quality manner.
- Provide support for purposes of annual regulatory reporting both at the Group and individual entity levels (e.g. Remuneration Report, annual share plan tax reporting) and in support of internal/external audit requests for both ESPP and other deferred awards.
- Assist on other ad hoc projects requests within Deferred Compensation, the Rewards and Performance Management team and across Julius Baer’s HR department
- Higher education professional/or equivalent with a minimum of 3 years of relevant deferred compensation experience within a global organization.
- A working understanding of deferred compensation programmes (equity/cash-based) is required. Knowledge of financial, accounting, tax, legal and compliance and reporting rules relating to such programmes is an advantage.
- Knowledge of share plan administration systems (e.g. EquatePlus) and payroll administration around such plans is also an advantage.
- Knowledge of European / global banking regulations related to variable/deferred compensation is an advantage.
- Excellent planning, organisational and execution skills with a keen attention to detail are critical elements for the role.
- Strong analytical skills and a logical and agile mindset with the ability to manage ambiguity/complex topics, raise awareness of issues, and set/meet project deadlines.
- Results-driven individual with a sense of personal accountability who can work both independently and proactively within a team environment.
- A team player with a desire to continue learning, growing and developing in the role and within the area of reward/compensation.
- Strong verbal and written communication skills with the ability to interact with individuals of diverse backgrounds and strong personalities.
- Trustworthy individual that will promote sound and ethical decisions and can maintain full discretion at all times.
- Strong MS Office skills, with a particular emphasis on Excel and PowerPoint.
- Fluency in German and English is required.
We are looking forward to receiving your full job application through our online application tool.
