12.10.2026 aktualisiert

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Data & AI Transformation Lead - Financial Services

Hefenhofen, Schweiz
Hefenhofen +500 km
MSc International Business - Sustainable Finance, Maastricht University (2018)
Hefenhofen, Schweiz
Hefenhofen +500 km
MSc International Business - Sustainable Finance, Maastricht University (2018)

Profilanlagen

CV_Johannes_Klein.pdf

Über mich

Senior AI & Data Strategy Consultant mit 9 Jahren Erfahrung in Financial Services (PwC, Swisscom, Artefact). Fokus: KI-Strategie, AI Readiness, Governance, Data Management, Target Operating Models und Umsetzung. C-Level-Beratung, Programme > CHF 7 Mio., Teams bis 30. Remote, 50–100 %.

Skills

GenAIAzure DatabricksSAFeGCPBusiness DevelopmentChange ManagementData TransformationFührungskompetenzData IntelligencePythonMarktentwicklungOperational ExcellenceOperational Risk ManagementProgramm-ManagementRelease EngineeringTransformationsmanagementStrategieausführungProduct OwnershipSales DevelopmentSystem DesignProzess ManagementGlobales ProjektmanagementCertified Scrum MasterTarget Operating ModelDatenstrategieDigitalstrategieIT-Projektmanagement
AI & Data Strategy
Expertise in AI and data strategy including target operating models, use-case portfolios, agentic AI, AI readiness assessments, AI native approaches, AI and data governance (EU AI Act), data platforms, data quality, landing zones, and migration strategy.

Management Consulting & Programme Leadership
C-level advisory, strategy and transformation, executive decks, proposal leadership, programme management with budgets of CHF 7M+, teams of 30+, classic, hybrid and agile (SAFe) delivery, as well as RFI and RFP management.

Business Development & Sales
Advisory sales of CHF 5M+ p.a., pipeline development using value-based and MEDDPICC methodologies, GTM strategy, service and pricing definition, partnerships and indirect sales, as well as C-level client origination.

AI & GenAI Tools
Hands-on experience with LLMs such as Claude, ChatGPT and Gemini, AI coding tools including Claude Code, Cursor and Lovable, as well as platforms like watsonx and Dataiku.

AI & Data Governance (GRC)
Practical application of governance tools including Microsoft Purview, Collibra, BigID and Informatica for AI and data governance frameworks aligned with regulatory requirements.

Cloud & Data Platforms
Working knowledge of Microsoft Azure, AWS, Google Cloud (GCP), Databricks and Snowflake for cloud strategy, data platform design and implementation.

Banking Systems & Data
Familiarity with banking systems and data sources including Avaloq, Finnova, Temenos (incl. DataSource), Bloomberg, SIX and Refinitiv.

Consulting & Delivery Tools
Proficiency in PowerPoint for executive decks, Excel, SWOT and gap analysis, TCO analysis, Jira, Confluence and Miro for consulting and project delivery.

Data & Coding
Basic knowledge of SQL and Python, as well as version control using GitHub.

Erfahrung

Berufserfahrung5 - 10 Jahre
Freelancer seit2026

Sprachen

DeutschMutterspracheEnglischverhandlungssicherFranzösischgut

Projekthistorie

Founder & Strategic Advisor - Data & AI, Financial Services

J. Klein Advisory, Zurich
Independent advisory business delivering strategic consulting and AI expertise through project-based mandates.
  • AI Client Partner at Artefact (C-level client origination and business development for data & AI mandates in Swiss and DACH financial services)
  • Ethos Expert – Independent Contractor

Strategy Consulting Director AI & Data - Financial Services

Artefact Switzerland, Zurich
Built Artefacts data & AI business in DACH financial services, including line management and coaching of managers. Prioritised AI use cases and led proposals such as AI readiness and AI target operating model. Shaped GTM and offerings, built partnerships, onboarded senior advisors, originated new business through C-level outreach to banks and insurers, and led AI sessions for C-level audiences.

Senior Manager - Banking Management Consulting

Swisscom B2B, Zurich
Management consulting for banks and fintechs with full commercial and end-to-end delivery ownership. Built data and cloud offerings and grew accounts at private and cantonal banks. Led teams of 25+. Key mandates included a data intelligence platform for a cantonal bank, operating model review for a major private bank, AI governance framework (EU AI Act) with the banking innovation lab, and managed services transformation involving workshops and contractual negotiations with senior executives of 20+ Swiss banks.

Manager - CIO Advisory, Financial Services

PwC Switzerland, Zurich
Cloud and data advisory for banks and insurers as engagement manager and proposal lead. Shaped the cloud and digital offering including a data platform vendor partnership and authored white papers on cloud value creation. Mandates included data transformation at a large bank, cloud strategy review for a large reinsurer, and data TCO analysis for three target architectures at a large reinsurer.

Associate Director / Project Manager - Strategic IT Projects

Bank Julius Baer, Zurich
International waterfall, hybrid and agile projects in wealth management with teams of up to 25, all delivered on time and on budget. Projects included data governance tool implementation, reference data programme as deputy lead (EDM golden source, Temenos DataSource), pricing platform delivery as SAFe Deputy Release Train Engineer, vendor selection and migration (RFI/RFP, compliance cloud migration), and IT and regulatory projects including server and database upgrades and interface automation.

Consultant - Financial Advisory (rotation)

Deloitte, Zurich
Treasury, risk and M&A advisory including RFP for a new O2C tool, due diligence, and purchase price allocation (PPA).

Consultant - Risk Advisory

KPMG, Vienna
Regulatory transformation with a focus on IFRS 9 implementation projects for banks.

Venture Builder

Mycosolutions AG (Empa spin-off), St. Gallen
Co-founded a biotech spin-off and achieved 2nd place at StartUp Weekend St. Gallen (2014).

Zertifikate

MEDDPICC Masterclass

MEDDPICC

2025

Google Cloud Certified – Generative AI Leader

GCP

2025

Databricks Fundamentals Accreditation

Databricks

2025

Microsoft Certified – Azure Fundamentals (AZ-900)

Azure

2022

SAFe 5 Product Owner / Product Manager;

SAFe

2018

SAFe 5 Scrum Master

SAFe

2018


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