Vice President, Client Integration

Job summary

The Vice President of Client Integration will oversee the seamless delivery of client experiences within the fund administration business line. This role involves managing complex projects, coordinating with various stakeholders, and ensuring high-quality service delivery across asset classes.

Job details

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. Responsibilities 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 Qualifications 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.

What you’ll do

The Vice President of Client Integration will oversee the seamless delivery of client experiences within the fund administration business line. This role involves managing complex projects, coordinating with various stakeholders, and ensuring high-quality service delivery across asset classes.

Requirements

Candidates must possess at least 5 years of experience in project management, client services, and people management within the asset management industry. A degree in a business or finance-related discipline is required, along with strong proficiency in Microsoft Office programs.

Benefits

• Training and education support • Flexible working arrangements

Listed skills

• Asset Management · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Project management · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Project management
• Client services
• Asset management
• People management
• Resource management
• Stakeholder management
• Financial services
• Excel
• Word
• PowerPoint
• Technology Solutions
• Accounting
• Asset Classes
• Investments
• Fund Administration
• Hedge Funds

Job areas

• Management & Leadership
• Finance & Accounting
• Customer Service & Support
• Vice President/Client Manager
• Vice President / Director of Finance
• Finance Managers
• Treasurers and Controllers
• Financial Managers