Senior Vice President, Client Integration Program Manager

The Citco Group Limited; Old Toronto; On-site; CAD 90,000 - 150,000; Full time

Job summary

Join a pioneering firm in the asset servicing sector as a Client Integration Senior Vice President. This role offers you the opportunity to lead client integrations and strategic projects within a dynamic team. You will be at the forefront of delivering award-winning services while managing relationships with key stakeholders. With over 10 years of experience in financial services and a strong background in project management, you will drive initiatives that shape the future of the industry. Embrace the challenge of overseeing complex client issues and enhancing operational efficiency in a supportive and inclusive environment that values diversity and innovation.

Benefits

Flexible Working Arrangements

Training and Education Support

Diversity and Inclusion Programs

Qualifications

• 10+ years in financial services and 5+ years in project management.
• Experience in leading teams and managing client relationships.

Responsibilities

• Lead client integrations and oversee strategic projects.
• Manage virtual teams and ensure successful project delivery.

Skills

Project Management

Client Relations

Financial Services Knowledge

Team Leadership

Communication Skills

Problem Solving

Resource Management

Education

Related Degree

Professional Qualification

Tools

MIS Reporting Tools

Project Management Software

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 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.

As a core member of our Client Integration team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.

Your Role:

The role of a Client Integration Senior Vice President (SVP) involves leading/overseeing client integrations, conversions and strategic projects. The incumbent is responsible for the management of virtual teams tasked with project managing client integrations/conversions, and client transformations inclusive of people/technology.

The SVP will be heavily involved in securing new business as well as managing existing client relationships and onboardings, and will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services.

The core skills required are having experience in leading 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.

Project Management

• New Client/Fund/Launches/Conversions
• Onboarding of ancillary services and coordinate with all relevant teams to ensure internal workflows meets client needs and captures 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, including meeting SLAs or documenting and planning changes
• Actively participate in departmental and company-wide projects, and process improvement initiatives
• 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

• MIS Reporting and tracking of projects, progress, status, and deadlines
• 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

• Oversee the resolution of complex client issues
• Management of virtual teams
• Pipeline/Project/Resourcing management
• Oversight of Recruitment, training and development of staff
• Review departmental procedures and policies and help ensure adherence to these procedures
• Determine staffing and budgetary requirements for the team

Sales Preparation

• Participate in marketing and sales pitches; effectively demonstrate and communicate Citco’s workflows, best practices and technologies.
• Request for proposal/information assistance
• Stakeholder in the development of new clients/business
• Leverage existing client relationship to secure new business, offering our products and services

About You:

• You have a related degree or related professional qualification.
• 10+ years in the financial services industry
• 5+ years of project management experience and client services experience within the asset management industry
• 5+ years of people and resource management experience
• Proven knowledge of Private Equity, Real Assets, and Credit fund administration
• Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
• Demonstrated Program and Project Management experience
• Accounting and Middle Office experience is an asset

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.