Transformation & Strategy Lead (Associate)
WM Private Bank Operations · JPMorgan
Geneva, Switzerland
Transformation · Strategy · Data
Transformation leader with a track record across J.P. Morgan, Deloitte, and Microsoft.
About
Sara currently supports the modernization of Private Banking Operations across EMEA and Asia, focusing on automation, scalable performance frameworks, and decision-grade data for senior leadership in complex, regulated environments.
Her work has eliminated thousands of operational hours annually, redesigned global reporting and KPI architectures, and delivered high-impact regulatory and operational change initiatives.
Work Experience
WM Private Bank Operations · JPMorgan
Geneva, Switzerland
Global Employer Services · Deloitte
Geneva, Switzerland
Microsoft Dynamics 365 · Microsoft
Lisbon, Portugal
Instituto Superior Técnico · Universidade de Lisboa
Lisbon, Portugal
Testimonials
Sara's expertise in AI and intelligent automation has truly elevated our operations. The AI Labs and learning sessions she organized have sparked genuine interest and made AI accessible and understandable for the whole team.
— Senior ColleagueSara is the go-to partner for technology & control design requests. She responds quickly, understands requirements well, and I can always rely on her expertise and attention to detail.
— Cross-team LeadWhat stood out most was Sara's data-driven approach: she didn't just 'run the process' — she used the data to identify opportunities, quantify performance, and translate insights into actionable next steps.
— Program ManagerDespite the suite of products and processes in our teams, Sara has the ability to translate complex, hard-to-grasp concepts into clear, relevant examples. Her approach is always practical, engaging, and immediately applicable.
— Operations LeadSara stepped in seamlessly and took continued ownership without missing a beat — keeping momentum and accountability high.
— Project SponsorMedia
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