Assistant Vice President, Client Integration

Citco; Halifax; Hybrid; CAD 70,000 - 95,000; Full time

Job summary

Citco is a global leader in fund services and related asset services with staff across 50 locations. The Halifax, NS role is hybrid, leading client integration projects and coordinating cross-functional teams.

You will work with senior management to ensure effective onboarding, data migration and service delivery across time zones. The ideal candidate has 5+ years in financial services, strong project management, and a client-focused approach, with solid proficiency in Microsoft Office

Qualifications

• Degree in business or finance related discipline.
• 2+ years of people and resource management experience.
• 3+ years of client services within the asset management industry.
• 5-6 years in the financial services industry.
• Proven interest in the financial markets and hedge fund industry.
• Proven Project Management Experience.
• Proven Business Analysis Experience.
• Working knowledge of Listed and OTC products.
• Must be creative and innovative with a client focus.
• Proficient in Microsoft Office applications.

Responsibilities

• Lead client integration projects and service delivery.
• Manage virtual teams across time zones during large engagements.
• Coordinate with Business Development on Vendors/Conversion/Interfaces.
• Instruct/Extract and data migrations, including file development.
• Functional data migrations: internal and external conversions.
• Set up systems and coordinate with third parties.
• Manage client/vendor relationships and project resources.
• Track progress, deadlines and MIS reporting.
• Coordinate invoicing for communications and connectivity charges.
• Oversee team management, pipeline and training.

Skills

People management

Resource management

Client services

Project management

Business analysis

Microsoft Office

Education

Bachelor's Degree in Business or Finance

Tools

Microsoft Office

Excel

Job description

NS, Canada (Hybrid)

Job Description

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visitwww.citco.com

About the Team & Business Line:

The role of an Client Integration Manager involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Manager is responsible for managing virtual teams that assist clients in integrating the Citco services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Manager role is part of a global onboarding team and may be required to support multiple time zones during large project.

Responsibilities

Your Role:

• Sales Preparation:
  • Booking Sample Portfolios for Pitches
  • Request for proposal/information assistance
  • Direct source of information to Business Development on Vendors/Conversion/Interfaces
• Project Manage / Functional Task Owner
  • Incoming file testing
  • - New Clients
  • - Existing Clients New Business
  • - Existing Clients New Asset Classes
  • - Migrations to New Vendor
• Instruct/Extract
  • - Standard - Stakeholder/Business Analyst/Testing
  • - Custom - Extract File Development - Stakeholder/Business Analyst/Testing
  • - Migrations to New Vendor
• Functional Data Migrations
  • Internal Data Conversions
  • External Data Conversions
  • Internal System Migrations
• Technology / Functional Task Owner
  • Responsible for System Set up and Coordination with Third Parties
  • Control Client User setup / Permissions
  • Responsible for Client Reporting Data Capture and Coordination with Third Parties
• Client / Vendor Relationship Management
  • Engage with Existing Clients/Vendor on Efficiency Projects
  • - Operational Process Review - Stakeholder
  • - Operational Process Review - Stakeholder
• Administrative Reporting
  • Tracking of projects, progress, status and deadlines
  • MIS Reporting
• Finance
  • Stakeholder for Invoicing for Communications & Connectivity Charges
• Management
  • Team Management
  • Pipeline/Project/Resourcing Management
  • Oversight, Recruitment, Training and Development

Qualifications

About You:

• Degree qualified in a business or Finance related disciple
• 2+ years of people and resource management experience
• 3+ years of client services within the asset management industry
• 5-6 years in the financial services industry
• Proven interest in the financial markets and hedge fund industry
• Proven Project Management Experience
• Proven Business Analysis Experience
• Working knowledge of Listed and OTC products
• Must be creative and innovative with a client focus
• Proficient in Microsoft Office applications
• A 'team player' who can work well within the function to deliver a quality service
• Project Manager Qualifications (Desirable)

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

Job Info

• Job Identification 19218
• Posting Date 09/25/2026, 10:45 PM
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Job Shift Day
• Locations 5151 George Street, Halifax, NS, B3J 1M5, CA (Hybrid)