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

Citco

Halifax

Hybrid

CAD 120,000 - 210,000

Full time

7 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Citco in Halifax seeks a Client & Product Transformation Vice President focusing on Investor Relations or AML/KYC. You will lead transformation initiatives across investor relations, AML/KYC, and related processes, partnering with stakeholders to deliver strategic improvements.

The role requires 8–10 years of leadership experience, deep regulatory knowledge, and a proven ability to drive complex programs across remote teams.

Qualifications

8–10 years’ experience in Investor Relations, AML, KYC or Compliance with transformation projects.
Strong client-facing experience engaging with senior stakeholders.
Transformation mindset with tech-enabled improvement experience.
Leadership experience with remote teams.

Responsibilities

Support transformation initiatives across investor relations, transfer agency, AML, and KYC.
Deliver client transformation engagements with stakeholders and SMEs.
Oversee client engagement with day-to-day priorities and risk decisions.
Identify automation, standardization, and integration opportunities.
Provide SME around investor relations and AML/KYC.
Guide Business Analysts and teams to share knowledge.
Lead and mentor junior team members and manage stakeholder expectations.
Collaborate with leadership on strategic transformation priorities.

Skills

Strategic Thinking

Leadership & People mgmt

Client-facing

Transformation mindset

Regulatory Knowledge

Remote leadership

Stakeholder management

Communication

Job description

Client & Product Transformation 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
Deliver 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 SVP/EVP in overseeing a dedicated client engagement, working directly with client stakeholders to understand priorities, manage day-to-day expectations, coordinate delivery, and escalation 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
Collaborate with leadership to identify and prioritize key areas for transformation, ensuring a strategic and cohesive approach
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
Strong stakeholder management, analytical and illustrative skills, and communication are essential

Qualifications

About You:

8 - 10 years’ relevant industry experience within Investor Relations, AML, KYC, Compliance, including experience delivering operational or transformation initiatives.
Strong client-facing experience, with the confidence to engage directly with senior stakeholders and take ownership of service outcomes
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