Project Lead for international transformation, digitization and merger projects in banking

9/2018 – 6/2019

Design, development and implementation of a new digital account opening software for high net worth clients incl. digital signature.
Project goal: Digital opening of a bank portfolio on an iPad including an automated risk profiling to conclude a wealth management contract
Role: Project Lead and product owner of electronic account opening application to external software provider; Management of design, specification and development of software from scratch, including acceptance test phase and internal roll-out to private bankers; Specification of further use cases to enhance software and develop interface to core banking system; handover to line organization.

Bankwesen (allg.), Software Design, Softwareentwicklung (allg.), Online-Banking, Projektmanagement, Business Analysis, Business Development, Projektmanagement - Softwaretool-Schulung

3/2018 – 9/2020

Role: Program Mgmt. Office, Design Authority, Target Operating Model
Project goal: Enable growth strategy and business plan by implementing a new modern portfolio management system
Lead of the Program Management Office; Development of the Target Operating Model and future set up of the private bank; Lead of the Design Authority and governance of the program scope; Project planning and Reporting

Reporting, Projektleitung / Teamleitung (IT), Projektmanagement (IT), Programm-Management, Projektplanung / -vorbereitung, Projektsteuerung (Projektcontrolling), Business Analysis, Unternehmensberatung, Strategisches Management

12/2016 – 2/2017

Role: Sub-Project lead (external) as Management Consultant
Project goal: European Footprint Strategy 2020
Feasibility assessment of a further transformation of the branch network in Europe; Analysis of a conversion of current IT platforms into EU Advisory branches on one international wealth management platform; Development of a business scenario and service model for two countries under the considerations of the regulatory framework; Regulatory scenario analysis to implement Advisory Offices / Booking Branches in Italy and Spain under the European Passporting scheme.

Bankwesen (allg.), Regulatory Affairs, Transformation Management, Projektmanagement, Strategisches Management

10/2016 – 3/2018

Project goal: Corporate Transaction and set up of a Europe SE
Advisory of the Management Board to transform European onshore markets into fully licensed branches of an EU passported entity; Development of the Target Operating Model across key dimensions to control the complexity; Overall program management and planning with focus on corporate transaction (down-stream merger of current Headquarter into Germany and subsequent cross-border merger with a simultaneous closure of operations in one European market); Operational and legal readiness for the future European Head Office; Definition of overall program scope for implementing the target state and corresponding responsibilities; Manage and coordinate implementation across functions and locations; Planning and coordination of a closure of all banking activities in one European market by clearance of the balance sheet; Advise and support in the regulatory engagement with ECB, BaFin and Deposit Protection Fund; Analysis, preparation and resolution of specific topics allocated from the Management Board. Corporate transaction and operational merger have been successfully implemented on planned merger date within approved budget.

Bankwesen (allg.), Internationale Gesetze, Regulatory Affairs, Change Management, Organisationsentwicklung, Transformation Management, Programm-Management, Projektplanung / -vorbereitung, Internationalisierung, Fusionen und Übernahmen, Strategische Unternehmensplanung, Unternehmensberatung, Strategisches Management, Interkulturelle Kommunikation

6/2016 – 12/2016

Role: Sub-Project lead (external) as Management Consultant
Project goal: Operational and legal readiness for merger
Overall project management office Germany to ensure operational and legal readiness for the future European Head Office; Creation of a complete and approvable business case within new business initiatives process; Project planning for the implementation of a common outsourcing framework within target operating model; High level impact assessment of the regulatory framework for the future Europe SE; Monitoring of regulatory initiatives and concessions; Coordination of the international roll-out for creating a dependency report acc. WpHG and AktG; Analysis and roll-out of an automated wage tax deduction process for international business trips in a European branch network; Enrolment of a common CID access handling: Control Framework acc. to MaRisk and implementation of pre-merger Data Processing Agreements. Successful merger of six full licensed subsidiaries into one Pan-European Europe SE with branches in seven countries.

Regulatory Affairs, Datenschutz, Personalinformationssystem, Mehrprojektmanagement, Programm-Management, Projektmanagement, Projektplanung / -vorbereitung, Business Plan, Fusionen und Übernahmen, Outsourcing, Strategische Unternehmensplanung, Unternehmensberatung, Strategisches Management

4/2016 – 5/2016

Role: Project lead (external) as Management Consultant
Project goal: Compliance to PSD II and strategic evaluation
Project lead for an impact analysis of the Payment Services Directive II (PSD2) to a global Multi Channel Platform migration; Review of business requirements for internet and mobile banking and assessment of the fulfillment of EU regulatory requirements; Elaboration of strategic options regarding business strategy, technology and integration of FinTechs and third party providers.

Regulatory Affairs, Projektmanagement (IT), Mobile Application Development, Online-Banking, Compliance management, Business Analysis, Strategisches Management