Christian Jedlicka
Strategic Lead Financial Services & Next-Gen Finance (Voluntary Leadership Role)
Experience
Strategic Lead Financial Services & Next-Gen Finance (Voluntary Leadership Role)
Swiss FinTech Association (SFTA)
- Supporting the association through an ongoing strategic restructuring process, modernizing operational structures and improving governance.
- Founded specialist workgroups for Financial Services and Next-Gen Finance, establishing collaboration frameworks, setting priorities, and driving initiatives across the Swiss financial ecosystem.
- Strengthened SFTA’s visibility and impact by organizing high-profile industry events, expert panels, and roundtables with banks, WealthTechs, investors, and regulators.
- Initiated and secured strategic partnerships with ecosystem players to broaden the association’s reach and promote wider FinTech and WealthTech collaboration.
- Contributed to the development of thought-leadership topics and national-level initiatives aimed at enhancing Switzerland’s position as a global FinTech and WealthTech hub.
Senior Consultant (Freelance)
The Good Guys Company (TGGC)
- Provided strategic advisory for banks and asset managers with a focus on business development and digital transformation.
- Supported the definition and execution of growth initiatives for WealthTech providers.
Chief Strategy Officer & Chief Product Officer | Principal Consultant
Etops Group AG
Progressed from Principal Consultant into CSO & CPO, leading a 42-person cross-functional team across Switzerland, Germany, Slovakia, and Ukraine.
Drove the group-wide product and market strategy, repositioning Etops as a comprehensive WealthTech and digitalization provider.
Played a key executive role in M&A initiatives, including product integration, market strategy assessment, and synergy realization—contributing to more than tripling revenue over five years and accelerating anorganic growth.
Directed the creation of Etops’ new wealth management platform and mobile apps, praised for its usability and performance.
Led the design and delivery of next-generation client reporting suites for:
LGT (UHNWI segment) – bespoke reporting with advanced visualization and personalization
Swissquote – scalable digital reporting aligned with high-volume online banking needs
Contributed to the design and implementation of Globalance Bank’s interactive sustainability-focused reporting and marketing solution, strengthening their client engagement model.
As Principal Consultant, drove strategic projects for major clients including LGT, Globalance Bank, Zugerberg Finanz, and others.
Provided product management, business development, and partner management expertise, translating client needs into scalable, market-ready solutions.
Strengthened the partner ecosystem, improving delivery quality and accelerating implementation timelines across the organization.
Founder | Principal Consultant | WealthTech, Digital Strategy & Financial Services
Independent Consulting (jedlicka fintech / wealthtech consulting)
Provided senior advisory and hands-on execution for WealthTech providers, financial institutions, and technology firms, focusing on product strategy, digital transformation, and business development.
Engaged in multiple mandates including Evolute, axeed, and ONE PM, supporting them in strengthening their market positioning, enhancing product offerings, and delivering strategic client projects.
Advised leadership teams on product vision, roadmap development, and market differentiation for digital wealth management platforms.
Conducted business and functional analysis to refine portfolio management, CRM, and onboarding solutions.
Supported go-to-market, pre-sales, and strategic sales initiatives for WealthTech vendors and emerging FinTechs.
Delivered consulting for client projects across private banking, IAMs, family offices, and asset managers.
Acted as a bridge between product, engineering, and client stakeholders to accelerate delivery and ensure solution-market fit.
Representative mandates:
Evolute Group AG: Business development, product management advisory, and strategic analysis.
axeed AG: Consulting for digitalization projects in banking, asset management, insurance, and family office segments.
ONE PM AG: Business analysis and product enhancement for portfolio management and CRM/onboarding solutions.
Head of Marketing and Product Management, Member of the Management Board
Expersoft Systems AG
Led 12 product & project managers and collaborated closely with a 30-person development team in Slovakia, overseeing cross-site coordination and delivery.
Responsible for the product strategy of PM1 front- and mid-office suite during a period of significant technological transition and market expansion.
Directed the integration of a newly acquired process-management solution, transforming PM1 into a more comprehensive workflow-driven wealth management platform.
Introduced a new user experience framework, modernizing the platform’s design and enabling faster adoption among banking clients.
Designed and delivered a fully integrated client onboarding solution, including substantial extensions to the CRM module, KYC/AML automation, and digital document handling.
Personally involved in project delivery and enterprise sales for top-tier banks, including:
UBS (Mexico, Brazil, Monaco, UK)
HSBC Germany
Banque Reyl
Additional Swiss and international private banks.
Principal Consultant, Member of General Management
COPS GmbH
- Provided business development and strategic advisory for treasury, ALM, and risk management solutions for banks and insurance companies.
- Expanded the offering into the corporate treasury segment by positioning COPS’ risk engine as a layer on top of SAP and ERP systems.
- Drove wealth management initiatives in partnership with Expersoft, including the successful placement of the PM1 solution with Raiffeisen.
- Managed key accounts, product positioning, and executive-level client advisory across Europe.
Industries Experience
See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.
Experienced in Banking and Finance (29.5 years), Insurance (15 years), Professional Services (10 years), and Information Technology (5 years).
Business Areas Experience
The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.
Experienced in Strategy (25 years), Marketing (21 years), Finance (15 years), Product Development (14.5 years), Sales (10 years), and Project Management (4.5 years).
Summary
Seasoned executive with 30+ years of leadership experience in financial services and technology, driving large cross-functional teams, complex product transformations, and international growth initiatives. Proven ability to scale organizations, steer M&A-driven expansion, and lead global product, development, and go-to-market units across Switzerland, Germany, Slovakia, and Ukraine.
Recognized for modernizing digital wealth platforms, defining long-term product strategy, and delivering high-impact client solutions for private banks, global banks, and major WealthTech providers. Strong track record in shaping high-performance teams, mentoring senior product leaders, and successfully executing strategic programs with C-level stakeholders.
Skills
- Executive Leadership & Organizational Scaling
- Cross-functional Team Management (Up To 42 Fte)
- Strategy, Product Vision & Roadmap Ownership
- M&a Integration & Anorganic Growth Management
- Digital Wealth Management Solutions (Wealthtech, Fintech)
- Ux/ui Innovation & Data Architecture Design
- Business Development & Enterprise Sales
- Global Banking Project Leadership
- Stakeholder, Partner & Board-level Communication
Languages
Education
University of Vienna
Art History and Ethnology · Vienna, Austria
Vienna University of Economics and Business
Master's degree · Economics and Social Sciences · Vienna, Austria
Profile
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