Client Integration | SVP

The SVP will be heavily involved in securing new business as well as manage existing client relationships and onboardings, will have a lead role in global/local initiatives interacting with other Citco global offices and technology groups.

The integration team is the central point of contact for the client both technical and support during onboarding. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services.

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.

Sales Preparation:

• Participate in marketing and sales pitches; effectively demonstrate and communicate Citco’s workflows, best practices and technologies
• Request for proposal/information assistance
• Direct source of information to Business Development
• Stakeholder in the development of new clients/business
• AA / SLA negotiation
• Manage requested Proof of Concepts for sales pitches

Project Manage External:

• New client launches/conversions
• New Business Existing Client (NBEC) launches
• Onboarding of Ancillary services
• Coordinate with all relevant teams to ensure internal workflows will meet client needs and they capture any unique sets of requirements.
• Coordinate with both internal and external stakeholders to ensure the project scope is documented, agreed and completed at planning phases.
• Major SLA changes

Project Manage Internal:

• Actively participate in departmental and company-wide projects.
• Process Improvements
• Oversee and manage strategic initiatives within the Client Integration team
• Identify issues/concerns and recommend company-wide solutions for any/all high risk projects

Administrative Reporting:

• Tracking of projects, progress, status and deadlines
• MIS Reporting
• Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
• Ensure strong emphasis on escalation and complaints management within the team and within the department.
• Ensure fluid execution and strategy for work forecasting and allocation

Management:

• In partnership with the Executive Vice President, oversee the resolution of complex client issues.
• Management of virtual teams
• Pipeline/Project/Resourcing Management
• Oversight, Recruitment, Training and Development.
• Review departmental procedures and policies and help ensure adherence to these procedures

Qualifications

• Degree qualified or related professional qualification

Experiences

• 5+ years of project management experience
• 5+ years of client services within the asset management industry
• 5+ years of people and resource management experience
• 10+ years in the financial services industry
• Proven interest in the financial markets and funds industry
• Proven Project Management Experience
• Proven Business Analysis Experience
• Proficient in Microsoft Office applications
• Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
• A ‘team player’ who can work well within the function to deliver a quality service
• Strong sense of ownership and accountability of work product
• Creative and innovative
• Continuous improvement

Desirable

• Accounting experience (Desirable)
• Middle Office experience (Desirable)
• Project Manager Qualifications (Desirable)
• Relationship Management Experience (Desirable)