Vice President, Client Integration

The Citco Group Limited; Toronto; Hybrid; CAD 115,000 - 155,000; Full time

Benefits offered by this job

Flexible work arrangements

Well-being benefits

Professional development support

Job summary

Citco is seeking a Vice President, Client Integration to lead client integrations, conversions and strategic projects within the integration team. You will manage virtual teams and coordinate with multiple departments to ensure seamless onboarding and reporting for clients.

The role requires 5+ years in project management, client services in asset management, and strong leadership with proficiency in Microsoft Office.

Qualifications

• Degree qualified in a business or Finance related discipline or related professional qualification.
• 5+ years of project management experience.
• 5+ years of client services within the asset management industry.
• 5+ years of people and resource management experience.
• Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines.
• Proficiency knowledge in Microsoft Programs (Excel, Word, PowerPoint).

Responsibilities

• Lead/oversee client integrations, conversions and strategic projects.
• Assist in management of virtual teams and project manage client integrations/conversions.
• Support sales with proposals and data during onboarding and reporting.
• Coordinate with internal teams to ensure workflows meet client needs.
• Drive risk management, status reporting and executive updates.

Skills

Project management

Client services

People management

MS Office

Education

Bachelor's degree in Business/Finance

Job description

JOB DESCRIPTION

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 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.

JOB DESCRIPTION

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.

Responsibilities

Your Role:

The integration team is the central point of contact for the client both technical and support during onboarding. The role of a Client Integration Vice President (VP) involves leading/overseeing client integrations, conversions and strategic projects. The Integration VP is responsible for assisting in the management of virtual teams and is tasked with project managing client integrations/conversions, services delivery changes and sales support. In addition, the VP will assist with securing new business, aid in the development of junior team members, reporting to senior management as well as play a lead role in global or local initiatives as required.

Project Manage New Business

• New client launches/conversions
• New Business Existing Client (NBEC) launches
• Onboarding of Ancillary services
• Coordinate with all relevant teams to ensure internal workflows will meet client needs
• Coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models

Project Manage / BAU

• Oversee and manage strategic initiatives within the Client Integration team
• Oversee the resolution of complex client issues
• Review departmental procedures and policies and help ensure adherence to these procedures
• Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
• 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.
• Assist with reporting to Senior Management

Sales Handover/Support

• Stakeholder in the development of new clients/business, participating in sales and marketing pitches as required
• Provide sales with assistance on Request For Proposals (RFP)
• Manage requested Proof of Concepts for sales pitches
• Provide information to Business Development on vendors/conversion/interfaces

Qualifications

About You:

• Candidates must have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning
• Degree qualified in a business or Finance related disciple or related professional qualification
• 5+ years of project management experience
• 5+ years of client services within the asset management industry
• 5+ years of people and resource management experience
• Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
• Strong sense of ownership and accountability of work product
• Proficiency knowledge in Microsoft Programs (Excel, Word, PowerPoint)

Salary Range:

CAD 115,000 - 155,000

• This position is for an existing vacancy

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.