Vice President, Client Services – Hedge Funds

Citco Group of Companies; Toronto; Hybrid; CAD 115,000 - 155,000; Full time

Job summary

Citco Group of Companies in Toronto, ON, is seeking a Vice President, Client Services – Hedge Funds, hybrid work arrangement. You will lead client services for single-manager funds, cross-sell Citco solutions, and ensure seamless service across business lines.

The role requires 8–10 years in financial services/hedge funds, a finance/accounting degree, strong leadership, and advanced MS Office skills. Travel for client meetings is expected.

Qualifications

• Degree in Accounting or Finance or studying for a professional accounting qualification.
• Highly analytical with strong understanding of business processes and systems.
• 8–10 years of experience in Financial Services or hedge funds.
• Interest in financial markets and hedge fund industry; leadership and communication skills.
• Proficient in Microsoft Office (Advanced Excel & PowerPoint) and Outlook.
• 2+ years of formal people management/leadership experience.

Responsibilities

• Cross-sell Citco products/services by understanding client needs and expanding relationships.
• Communicate clients' needs with internal functions and coordinate with support teams.
• Maintain seamless client experience through effective internal communication across business lines.
• Negotiate SLAs, monitor client SLAs and deliverables, and manage risk and profitability.
• Lead projects related to evolution of the business; support due diligence and client visits.
• Prepare and present reports for Boards, KPIs, and client scorecards.

Skills

Leadership experience

Analytical thinking

Communication skills

Education

Accounting/Finance degree

Professional accounting qualification

Tools

Excel

PowerPoint

Outlook

Job description

Vice President, Client Services – Hedge Funds

Toronto, ON, Canada (Hybrid)

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.

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.

Responsibilities

Your Role:

As a Vice President within the Client Services team, you will:

Develop a comprehensive understanding of Citco business lines and associated product/service propositions and identify opportunities to expand relationships by cross-selling Citco products/services

Understand and communicate clients’ needs with various Citco business functions, operational and support teams

Promote and coordinate effective internal communication across all Citco business lines in order to provide a seamless client experience

Drive strategic communication with clients and negotiate service level agreements (SLA).Monitor and manage client SLAs and operational deliverables.

Understand the industry and regulatory environment and be sensitive to industry change and business trends, identifying new areas of growth

Establish professional relationships with clients and other key internal/external parties

Drive the integration of new clients and coordination of new launches for existing clients

Workin partnership with the Client Services Management team to facilitate presentations to existing and prospective clients

Participate and lead projects in connection with the continuing evolution of the business

Review client profitability and accounts receivables and address negative trends

Work closely with the Operations team to identify opportunities for process improvements and system development with the aim of minimizing operational risk and improving efficiencies

Review risk logs and support, co-ordinate and communicate incident resolution as necessary

Lead operational due diligence reviews and client visits

Compile and present reports for Board of Directors meetings, Key Performance Indicator (KPI) reports and scorecards for clients

Carry out periodic risk assessments and peer reviews of clients

Actively maintain client status, commentary and client updates in internal CRM tools

Provide training and supervision to Managers on the Client Services team

Qualifications

About You:

You have a degree qualified in Accounting or Finance related area and/or studying for a professional accounting (or comparable) qualification.

You are highly analytical with a keen understanding of business processes, accounting and allocation systems

8-10 years of experience in Financial Services and/ or hedge fund industry

You havea proven interest in the financial markets and hedge fund industry.

You havedemonstrated leadership experience coupled with superior communication skills.

You have strongproficiency in Microsoft Office (advanced Excel & PowerPoint) and Outlook.

You have2+ years’ formal people management/leadership experience.

Ability to multi-task and effectively manage time

Ability to work under pressure in a high demand environment

Available to travel on business trips to meet clients

Salary Range: CAD $115,000-$155,000

• This position is for an existing vacancy

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

Job Info

• Job Identification 12066
• Job Schedule Full time
• Job Shift Day
• Locations 20 Toronto Street, Toronto, ON, M5C 2B8, CA (Hybrid)