Vice President, Client Integration
Top Benefits
About the role
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.
Your Role:
The integration team is the central point of contact for the client both technical and support during onboarding. The role of a Client Integration Vice President (VP) involves leading/overseeing client integrations, conversions and strategic projects. The Integration VP is responsible for assisting in the management of virtual teams and is tasked with project managing client integrations/conversions, services delivery changes and sales support. In addition, the VP will assist with securing new business, aid in the development of junior team members, reporting to senior management as well as play a lead role in global or local initiatives as required.
Project Manage New Business:
- 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
- Coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models
Project Manage / BAU :
- Oversee and manage strategic initiatives within the Client Integration team
- Oversee the resolution of complex client issues
- Review departmental procedures and policies and help ensure adherence to these procedures
- Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
- Ensure fluid execution and strategy for work forecasting and allocation
- Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
- Actively participate in departmental and company-wide projects. Assist with reporting to Senior Management
Sales Handover/Support:
-
Stakeholder in the development of new clients/business, participating in sales and marketing pitches as required
-
Provide sales with assistance on Request For Proposals (RFP)
-
Manage requested Proof of Concepts for sales pitches
-
Provide information to Business Development on vendors/conversion/interfaces
About You:
- Candidates must have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning
- Degree qualified in a business or Finance related disciple or related professional qualification
- 5+ years of project management experience
- 5+ years of client services within the asset management industry
- 5+ years of people and resource management experience
- Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
- Strong sense of ownership and accountability of work product
- Proficiency knowledge in Microsoft Programs (Excel, Word, PowerPoint)
**Salary Range:**CAD 115,000 - 155,000
- This position is for an existing vacancy
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.
Not the right fit? Search for Vice President, Client Integration jobs in Toronto, ON
About Citco
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, with more than 6,000 employees in 45 countries, we continue to pioneer award-winning services and technology solutions that meet ever changing markets.
A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry's preeminent service provider, reassuring clients that their critical administration functions are in safe hands.
Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions.
Our Divisions
Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more.
Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services.
Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms.
Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.
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Vice President, Client Integration
Top Benefits
About the role
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.
Your Role:
The integration team is the central point of contact for the client both technical and support during onboarding. The role of a Client Integration Vice President (VP) involves leading/overseeing client integrations, conversions and strategic projects. The Integration VP is responsible for assisting in the management of virtual teams and is tasked with project managing client integrations/conversions, services delivery changes and sales support. In addition, the VP will assist with securing new business, aid in the development of junior team members, reporting to senior management as well as play a lead role in global or local initiatives as required.
Project Manage New Business:
- 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
- Coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models
Project Manage / BAU :
- Oversee and manage strategic initiatives within the Client Integration team
- Oversee the resolution of complex client issues
- Review departmental procedures and policies and help ensure adherence to these procedures
- Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
- Ensure fluid execution and strategy for work forecasting and allocation
- Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
- Actively participate in departmental and company-wide projects. Assist with reporting to Senior Management
Sales Handover/Support:
-
Stakeholder in the development of new clients/business, participating in sales and marketing pitches as required
-
Provide sales with assistance on Request For Proposals (RFP)
-
Manage requested Proof of Concepts for sales pitches
-
Provide information to Business Development on vendors/conversion/interfaces
About You:
- Candidates must have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning
- Degree qualified in a business or Finance related disciple or related professional qualification
- 5+ years of project management experience
- 5+ years of client services within the asset management industry
- 5+ years of people and resource management experience
- Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
- Strong sense of ownership and accountability of work product
- Proficiency knowledge in Microsoft Programs (Excel, Word, PowerPoint)
**Salary Range:**CAD 115,000 - 155,000
- This position is for an existing vacancy
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.
Not the right fit? Search for Vice President, Client Integration jobs in Toronto, ON
About Citco
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, with more than 6,000 employees in 45 countries, we continue to pioneer award-winning services and technology solutions that meet ever changing markets.
A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry's preeminent service provider, reassuring clients that their critical administration functions are in safe hands.
Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions.
Our Divisions
Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more.
Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services.
Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms.
Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.