Client & Product Transformation Assistant Vice President - Investor Relations or AML/KYC

Citco; Halifax; Hybrid; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible working arrangements

Benefits & training

Job summary

Citco is seeking a Client & Product Transformation Assistant Vice President in Halifax to lead and drive transformation initiatives across investor relations, AML and KYC. You will collaborate with senior stakeholders, guide Business Analysts, and oversee client engagements, ensuring delivery against strategic objectives in a hybrid work setting.

The role requires 6-8 years of relevant experience, strong leadership, and a proven ability to translate complex regulatory requirements into

Qualifications

• 6-8 years relevant industry experience within Investor Relations, AML, KYC or Compliance, including hands-on experience delivering operational improvement or transformation initiatives
• Strong client-facing experience, with the confidence to engage directly with senior stakeholders and manage delivery outcomes within the role’s remit
• A transformation mindset, with experience challenging established processes and implementing technology-enabled improvements
• Strategic mindset with the ability to translate business goals into actionable plans
• In-depth knowledge of compliance and regulatory issues including Know Your Customer (KYC) and anti-money laundering policies; Cayman AML an advantage
• Excellent leadership and team management skills
• Minimum 5 years’ experience in a leadership role and managing teams remotely

Responsibilities

• Support transformation initiatives across investor relations, transfer agency, AML, and KYC, driving process optimization and operational efficiency
• Support senior management in the delivery of client transformation engagements in collaboration with client stakeholders and the wider Citco business (SMEs and Business Leads) translating agreed objectives into practical implementation plans
• Oversee a dedicated client engagement, coordinating delivery, and escalating risks and decisions as appropriate
• Identify opportunities for automation, standardization, simplification and integration to solve business obstacles and improve processes
• Provide subject matter expertise around investor relations and/or AML/KYC
• Work closely with Business Analysts and broader project and business teams to guide, teach and impart specialized knowledge
• Assist with business requirements sign-off, testing, and development sign-off for initiatives in your area
• Play an active role in client pitches by demonstrating Transformation Office’s expertise, best practices and technological solutions
• Maintain a proactive approach to staying up-to-date on industry changes and technology advancements
• Highlight areas of risk, contributing to meetings and overall project reporting via project manager
• Lead and mentor junior team members to foster a culture of innovation, collaboration, and continuous improvement
• Demonstrate strong stakeholder management, analytical, presentation and communication skills, with the ability to explain complex operational issues clearly and influence outcomes across business and project teams

Skills

Building Future Readiness

Building Relationships

Distributing Leadership

Managing Risk

People Experience

Problem Solving & Decision Making

Strategic Thinking

Job description

Client & Product Transformation Assistant Vice President - Investor Relations or AML/KYC

Job Description

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 servicing 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 the vanguard of their space, we say welcome to Citco.

About the Team & Business Line:

The Transformation Office strives to create a consistent ability to standardize and optimize our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs.

Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. Our global Centers of Excellence are home to some of the most accomplished professionals in the sector, providing best-in-class client support and unparalleled opportunities for learning, development and career progression.

Responsibilities

Your Role:

• Support transformation initiatives across investor relations, transfer agency, AML, and KYC, helping to drive process optimization & operational efficiency
• Support senior management in the delivery of client transformation engagements in collaboration with client stakeholders and the wider Citco business (SMEs and Business Leads) translating agreed objectives into practical implementation plans
• Support the VP/SVP in overseeing a dedicated client engagement, working directly with client stakeholders to understand priorities, manage day-to-day expectations, coordinate delivery, and **escalate key risks and decisions as appropriate**
• Identify opportunities that can be used (e.g. automation, standardization, simplification, and integration) to solve business obstacles and to improve existing business processes
• Provide subject matter expertise around investor relations and/or AML/KYC
• Work closely with Business Analysts and broader project and business teams to guide, teach and impart specialized knowledge
• Assist with business requirements sign-off, testing, and development sign-off for initiatives in your specialized area
• Work directly with Business Development to play an active role in client pitches by effectively demonstrating and communicating Transformation Office’s expertise, best practices and technological solutions
• Maintain a proactive approach to staying up-to-date on industry changes and technology advancements
• Highlight areas of risk, contributing to meetings and overall project reporting via project manager
• Lead and mentor junior team members to foster a culture of innovation, collaboration, and continuous improvement within the Transformation Office
• Demonstrate strong stakeholder management, analytical, presentation and communication skills, with the ability to explain complex operational issues clearly and influence outcomes across business and project teams

Qualifications

About You:

• 6-8 years relevant industry experience within Investor Relations, AML, KYC or Compliance, including hands-on experience delivering operational improvement or transformation initiatives
• Strong client-facing experience, with the confidence to engage directly with senior stakeholders, manage day-to-day relationships and take ownership of agreed delivery and service outcomes within the roles remit
• A transformation mindset, with experience challenging established processes and implementing technology-enabled improvements
• Strategic mindset with the ability to translate business goals into actionable plans
• In-depth knowledge of compliance and regulatory issues including Know Your Customer (KYC) and anti-money laundering policies; Cayman AML an advantage
• Excellent leadership and team management skills
• Exceptional communication and interpersonal skills
• Minimum 5 years’ experience in a leadership role and managing teams remotely

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

Required Skills

• Building Future Readiness
• Building Relationships
• Distributing Leadership
• Managing Risk
• People Experience
• Problem Solving & Decision Making
• Strategic Thinking

Job Info

• Job Identification 20320
• Posting Date 09/24/2026, 11:17 PM
• Job Schedule Full time
• Locations 5151 George Street, Halifax, NS, B3J 1M5, CA (Hybrid)