Senior Vice President, Client Services – Hedge Funds

Citco GSGS; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A global finance firm in Toronto seeks an experienced professional to enhance client relationships and lead a team. Ideal candidates will have a Bachelor’s degree and 7-10 years in Financial Services, including managing client relations and teams. Responsibilities include securing new business, overseeing problem resolution, and ensuring compliance with service agreements. A strong analytical mindset and excellent interpersonal skills are essential. The role offers competitive benefits and fosters a diverse workplace.

Benefits

Flexible working arrangements

Training and education support

Diversity and inclusion initiatives

Qualifications

• 7-10 years’ experience in Financial Services, preferably with Fund Accounting.
• 5-7 years managing client relationships and leading teams.
• Analytical mindset to assess quality and risks.

Responsibilities

• Maintain and enhance client relationships and service agreements.
• Leverage existing relationships to secure new business.
• Facilitate presentations to clients with the Marketing team.
• Identify new growth areas based on industry changes.
• Liaise with departments to meet client requirements.

Skills

Client relationship management

Team management

Strategic thinking

Analytical mindset

Interpersonal skills

Education

Bachelor’s or Master’s Degree in Accounting, Finance, Economics

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 visit www.citco.com

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 Services - Single Manager 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.

Qualifications

About You

• You have a Bachelor’s or Master’s Degree in Accounting, Finance, Economics or professional accounting designation.
• 7-10 years’ experience in Financial Services, preferably with direct exposure to Fund Accounting and/or Product Control and Operations environments.
• 5-7 years’ of directly managing client relationships, existing, new & prospective.
• 5-7 years’ experience managing a team, building and retaining organizational talent and leading organization and resource management activities.
• Excellent interpersonal skills to generate new client relationships and build networks.
• Strategic thinker to make operational decisions and to navigate complexity.
• Analytical mindset to assess quality and risks.
• Motivation to drive for result.

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.

Responsibilities

Your Role

• You will maintain and enhance client relationships by monitoring and developing client service level agreements providing a full service/product offering.
• Leverage existing client relationships to secure new business and assist in the offering of Citco’s products and services.
• In partnership with the Marketing team and the Executive Management team, facilitate presentations to existing and prospective clients, including system demonstrations.
• Identify new areas of growth by understanding the industry and regulatory environment while being sensitive to industry changes and business trends.
• Liaise internally with key functional departmental RM’s to ensure awareness of all of key client requirements.
• Visit clients regularly to evaluate service quality and identify client priorities.
• In partnership with the internal departments, oversee the resolution of complex client issues.
• Ensure strong emphasis on escalation and complaints management within the team and within individual departments.
• Manage, train, and coach assigned team members in the successful implementation of their goals.
• Review departmental procedures and policies and ensure adherence to these procedures.
• Lead and initiate client conference calls.
• Liaise with clients regarding reporting requirements and deadlines, ensuring delivery in an accurate and timely manner.
• Ensure continuous risk assessment of current and potential new funds under administration.
• Identify issues/concerns and recommend company-wide solutions for any/all high risk projects.
• Manage and oversee staffing requirements.
• Ensure fluid execution and strategy for work forecasting and allocation.
• Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
• Actively participate in departmental and company-wide projects.