Job Description
About Citco:
The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.
About the Team & Business Line:
Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.
The role of a Client Integration Vice President (VP) involves leading/overseeing client integrations, conversions and strategic projects across the various Lines of Businesses. The Integration VP is responsible for the management of virtual project teams tasked with project managing client integrations/conversions, services delivery changes and sales support and roll out of global best practice and standardization across the global Integration team. The core skills required are having experience in leading teams for successful delivery of projects within a project management framework, demonstrating effective communication skills, having client-facing experience and understanding the financial services business.
The integration team is the central point of contact for the client both technical and support during onboarding and will play a lead role in global or local initiatives interacting with other Citco global offices and technology groups.
Your Role:
- You will lead/oversee client integrations, conversions and strategic projects.
- Responsible for assisting in the management of virtual teams tasked with project managing client integrations/conversions, services delivery changes and sales support. The integration team is the central point of contact for the client both technical and support during onboarding.
- Involved with dealing with the senior management of all the organizations that interact with Citco Fund Services.
- Participate in marketing and sales pitches; effectively demonstrate and communicate Citco’s workflows, best practices and technologies.
- Provide sales with assistance on Request for Proposals (RFP).
- Involved with AA/SLA negotiation.
- Involved with new client launches/conversions and new Business Existing Client (NBEC) launches.
- Assist with on-boarding of Ancillary services.
- Coordinate with all relevant teams to ensure internal workflows will meet client needs.
- Coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models.
- Oversee and manage strategic initiatives within the Client Integration team.
- Oversee major SLA changes.
- Involved with process Improvements.
- Manage virtual teams.
About You:
- You will have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning.
- A minimum of a bachelor’s degree in either of the following or related fields: Accounting, Finance, Mathematics or Economics; CPA or CFA preferred.
- 4+ years of project management experience.
- 4+ years of client services within the asset management industry.
- 2+ years of people management experience.
- 7+ years in the financial services industry
- The ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines.
- Strong sense of ownership and accountability of work product.
Proficient knowledge in Microsoft Programs (Excel, Word, PowerPoint).
Our Benefits
Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.