Senior Vice President, Client Integration

Abou the Role
The role of a Client Integration Senior Vice President (SVP) involves leading/overseeing client integrations, conversions and strategic projects across the various Lines of Businesses.  The Integration SVP 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 inleading 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 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 or local initiatives interacting with other Citco global offices and technology groups.

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: 

Sales Preparation:

• You will 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
• Leverage existing client relationship to secure new business, offering our products and services

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 Senior Vice Presidents and 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
• Determine staffing and budgetary requirements for the team

About You:

• You have a degree qualified or related professional qualification.
• 7+ years of project management experience
• 7+ years of client services within the asset management industry
• 7+ years of people and resource management experience
• 10+ years in the financial services industry
• Proven interest in the financial markets and hedge fund industry
• Proven project management experience
• Proven business analysis experience
• Proven knowledge of Listed and OTC products
• 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
• Accounting experience (Desirable)
• Middle Office experience (Desirable)
• Project Manager qualifications (Desirable)
• Relationship Management experience (Desirable)