PCBI PEX Change Leader

Full Time
Senior (6-10 years)
English, Cantonese

Job Description

PCBI PEX Change Leader

1. General
The PCBI team is a newly created team part of the Corporate Development & Performance organization and will serve UBS internal clients across the bank, supporting business divisions/functions/regions with project management capabilities and enhanced staff leverage to deliver on change/project work.

PCBI will be a center of competence for (i) specific functional areas (e.g., project/change management, problem solving/solution space design, process optimization, etc.), and (ii) benchmark/survey/market intelligence (3rd party and internal). PCBI will also act as a talent incubator (identification/recruitment, development and retention) for UBS

The process excellence/optimization team acts as a center of competence for process (re-) design/optimization work across UBS with tools to deliver continuous front-to-back efficiency and lead lean transformations.

2. Role Description
The PEX Change Leader plays an essential role in managing the day-to-day activities of the project/ wave executed using the Team by Team or Value Stream Optimization approach. He/she drives the day- to-day progress, manages the pace of the project and performs quality controls. The Change Leader is overall responsible and accountable for the project/ wave within the overall program, and plays a vital role in the development of Change Agents in PEX tool application and delivery. He/she coaches the department head, thereby challenging him / her during the Diagnose and Design phases, and supports him / her during the Plan and Implement phases. He/she delivers to key milestones within the project Lean transformation roadmap.

The main activities and responsibilities of this role include but are not limited to:
• Execute PEX programs (portfolio of waves/projects) to deliver quantifiable effectiveness and efficiency benefits by
- Contributing to build comprehensive diagnostics
- Consolidate findings to define the "value at stake"
- Develop the overarching Lean story
• Designing the future state of the organization
- ensure a consistent approach in leveraging the UBS PEX Way
- identify transformational levers across the lenses of Voice of Customer, Process Efficiency, Metrics and Results, Mindsets and Behaviors and Organization and Skills
- align stakeholders to a Change Story and target future state
• Ensuring sustainable implementation
- demonstrate transformational impact
- coach key stakeholders on their role as Lean managers within the Lean Management System to boost a cultural change towards continuous improvement
- Supports the Lean Architects throughout the program
- Leads, coaches and develops Change Agents in PEX tool application and project delivery

3. Role-specific Job Requirements
  • Minimum of 8-12 years of line and/or project management experience
  • Experience and passion for Process / Continuous Improvement and the necessary gravitas to be credible with peers and mid/senior management (globally, regionally and functionally) and with process redesign, including conducting workshops and interviews
  • Previous experience as a Change Agent across all Lenses within the UBS PEX Way, or equivalent
  • Certified in Lean and/or Six Sigma – working knowledge of "Lean 5 lenses" an advantage
  • Good understanding of operational processes within the financial services industry
  • Strong analytical, communication and facilitation (workshops) skills
  • Fluency in English both oral and written – other relevant languages an advantage
  • Ability to travel at least 25%

  • Professional Qualifications

    • Six Sigma Green Belt (SSGBP)

    Technical Skills

    • Change Management
    • Process Improvement
    • Project Management
    • Six Sigma