Dr Julia Carless
Strategic Planning & Execution
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PhD in Business Management, LMU Munich
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Master Business Administration & Communications FU Berlin
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PMP certified
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INSEAD Executive Certificate
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Harvard Business School Entrepreneurial Certificate
Background
Dr. Julia Carless is a seasoned strategic transformation and implementation professional with nearly two decades of experience. With a background spanning major corporates, start-ups, and entrepreneurial ventures, including founding her own start-up, she brings a wealth of experience to the table. As Head of Change, IT & Operations at Bank of Scotland Germany and Director of Strategic Projects at Westpac Banking Group, Julia led complex organisational and digital transformations, key initiatives and M&A deals.
Her academic credentials include a PhD from LMU Munich and leading business schools such as INSEAD, Harvard Business School, and Stanford University. Julia is a certified Project Management Professional (PMP)®, highlighting her deep expertise in program and project management. She has also worked for the Boston Consulting Group. Her passion for social impact is evident through her role as a Director at an African Children's hospital, and a former White House intern
Professional & Industry Experience
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Directed the end-to-end establishment of new-to-market direct banks in Germany, the Netherlands, Japan, and Hong Kong, overseeing every aspect from initial concept to successful market entry, driving significant growth and market share expansion.
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Oversaw multi-faceted change and business transition portfolios at major banks, including Westpac, driving sustainable outcomes and impactful change management initiatives that enhanced operational efficiency, customer experience, and profitability.
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Founded and developed a venture from inception to market entry, leading all aspects from defining the value proposition and business model to participating in leading accelerators and incubators and achieving successful market penetration, resulting in revenue growth and brand recognition.
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Managed high-profile Regulatory Requests from the Australian Regulator and engaged in strategic discussions with Japanese regulators regarding the launch of banking initiatives, demonstrating expert knowledge of regulatory compliance and fostering positive relationships with regulatory bodies.
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Led multi-million-dollar divestments of banking business units, navigating complex negotiations and strategic planning processes to optimize portfolio performance and drive shareholder value.
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Designed and implemented innovative new banking products, leveraging emerging technologies and market insights to meet evolving customer needs and stay ahead of industry trends.
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Spearheaded the implementation of cloud-based solutions, including Salesforce, within major corporate environments, driving digital transformation and operational excellence while pioneering the adoption of cutting-edge technology solutions.
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Constructed visions and clear pathways to implementation for a new Wealth Management business unit, developing strategic roadmaps.
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Strategically planned and executed the repositioning of a leading German sports brand, leveraging market analysis and consumer insights to revitalize brand identity and drive revenue growth through targeted marketing and product innovation.
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Played a key role in creating a spinout from a major chemical corporation, contributing to strategic planning, market analysis, and operational execution to successfully launch a new venture with a distinct market positioning and competitive advantage.
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Served as a White House intern during the Clinton administration, gaining invaluable experience in public policy and government operations.