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Christian J.

Strategic Lead Financial Services & Next-Gen Finance

Zug, Switzerland

Experience

Oct 2024 - Present
1 year 3 months

Strategic Lead Financial Services & Next-Gen Finance

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.
Sep 2024 - Jun 2025
10 months

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.
May 2019 - Feb 2024
4 years 10 months

Chief Strategy Officer & Chief Product Officer; Principal Consultant

Etops Group AG

  • Progressed from Principal Consultant into CSO & CPO, ultimately 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) with bespoke reporting with advanced visualization and personalization and Swissquote with 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.
  • Drove strategic projects for major clients including LGT, Globalance Bank, Zugerberg Finanz, and others, providing product management, business development, and partner management expertise to translate client needs into scalable, market-ready solutions.
  • Strengthened the partner ecosystem, improving delivery quality and accelerating implementation timelines across the organization.
Jan 2016 - Dec 2025
10 years

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.
  • Advised leadership teams on product vision, roadmap development, and market differentiation for digital wealth management platforms, conducting 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, delivering 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 included business development, product management advisory, and strategic analysis for Evolute Group AG, consulting for digitalization projects in banking, asset management, insurance, and family office segments for axeed AG, and business analysis and product enhancement for portfolio management and CRM/onboarding solutions for ONE PM AG.
Apr 2011 - Dec 2015
4 years 9 months

Head of Marketing and Product Management; Member of the Management Board

Expersoft Systems AG

  • Led 12 product and 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 the 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, and additional Swiss and international private banks, strengthening Expersoft’s positioning in the banking sector and significantly expanding its global footprint.
Jul 1996 - Apr 2011
14 years 10 months

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.
  • Responsible for key accounts, product positioning, and executive-level client advisory across Europe.

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.

Recognized for modernizing digital wealth platforms, defining long-term product strategy, and delivering high-impact client solutions for private banks, global banks, and major Wealth-Education Tech 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

German
Native
English
Advanced
French
Elementary

Education

University of Vienna

Art History and Ethnology · Vienna, Austria

Vienna University of Economics and Business

Master's degree, Economics and Social Sciences · Economics and Social Sciences · Vienna, Austria

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