Senior Vice President, Digital Workflow, Automation & AI
The Citco Group Limited
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Job summary
Citco Group Limited is seeking a senior leader to drive automation, digital workflow and AI initiatives for Private Assets Operations. You will determine what to automate, how to deploy it, and ensure measurable benefits across the estate.
The role requires deep private assets knowledge, strong leadership, and the ability to partner with IT and Transformation Office to deliver scalable solutions. A Bachelor’s in accounting/finance/economics is required.
Qualifications
- 12–15 years’ experience in private assets or a comparable financial services environment.
- Proven delivery of automation, digital workflow or AI initiatives that were deployed and adopted.
- Strong technical knowledge of private assets processes.
- Practical understanding of workflow orchestration and controls of automation.
- Sound commercial judgement on effort vs. benefit.
- Strong leadership and supervisory experience.
- Excellent written and verbal communication skills.
- Advanced computer skills (Excel, Word, PowerPoint, SharePoint).
- Bachelor’s Degree in Accounting, Finance, Economics or related field; professional accounting designation is a plus.
Responsibilities
- Identify and prioritise automation, digital workflow and AI opportunities across Private Assets estate.
- Determine the right approach for each opportunity and justify it.
- Own deployment standards to ensure reusability and supportability.
- Partner with IT and Transformation Office through build, deployment and support.
- Define how benefits will be measured and report outcomes.
- Establish governance around automated and AI‑assisted processes with Risk/Control.
- Coordinate with Tactical Operations on existing automation and scale where viable.
- Lead and mentor focus area resources, including rotational colleagues.
- Report progress, risks and benefits realisation to leaders and stakeholders.
Skills
Education
Tools
Job description
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.
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.
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
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.
Strategic Operations is a dedicated function within Private Assets. It brings transformation delivery, project execution, business analysis, operational initiatives and implementation support into one team, reducing the delivery burden on BAU Operations and maintaining ownership from design through adoption.
The group will be split across three distinct focus areas, aligned under two individual leaders:
Operating Model, Product & Client Solutions: led by the Operating Model & Product leader, this area will define how services should run end to end, shape scalable products and solutions, support complex client implementations, and ensure client commitments are operationally deliverable.
Data, Reporting & Platform Enablement: led by the Technology, Data & Delivery leader, this area will define Operations requirements for data, reporting and platforms, strengthen data quality and lineage, and carry solutions through testing, deployment and adoption.
Digital Workflow, Automation & AI: also led by the Technology, Data & Delivery leader, this area will identify and deliver workflow, automation and AI opportunities, establish appropriate controls, and measure whether the expected benefits are realised.
The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations and Marquee Client teams. Roles may be permanent or approximately 12-month rotational assignments anchored in strategic locations. Rotational colleagues will join from the business, help shape and deliver change, and return to the line with broader project experience.
You will lead the automation and AI agenda for Private Assets Operations — determining what is worth automating, how it gets deployed, and whether the benefit was real.
- Identify and prioritise automation, digital workflow and AI opportunities across the Private Assets estate.
- Determine the right approach for each opportunity — workflow, automation tooling or AI — and make the case for it.
- Own deployment standards so solutions are reusable and supportable rather than one-off local fixes.
- Partner with IT and the Transformation Office through build, deployment and support.
- Define how benefit will be measured before build starts, and report on whether it was realised.
- Establish the governance and controls around automated and AI‑assisted processes, working with Risk and the Control Office.
- Coordinate with Tactical Operations on automation already deployed, and pick up solutions worth scaling.
- Lead and mentor focus area resources, including rotational colleagues joining from the business.
- Report on progress, risks and benefits realisation to the relevant leader and senior stakeholders.
You have 12–15 years’ experience in private assets or a comparable financial services environment, with substantial exposure to automation or digital transformation.
- Proven delivery of automation, digital workflow or AI initiatives that were deployed and adopted, not just piloted.
- Strong technical knowledge of private assets processes — enough to judge what is genuinely automatable and what is not.
- Practical understanding of workflow orchestration, exception-based processing and the control implications of automation.
- Sound commercial judgement on effort versus benefit, and the willingness to stop work that will not pay back.
- Strong leadership skills and supervisory experience of other professionals, including rotational colleagues joining from the business.
- Skilled in business planning, budgeting and stakeholder negotiation.
- Strong written and verbal communication skills.
- Advanced computer skills (Microsoft Excel, Word, PowerPoint and SharePoint).
- Bachelor’s Degree in Accounting, Finance, Economics or a related field; professional accounting designation a plus.
- Deep technical and operational knowledge — genuine depth in how our processes, data and platforms actually work — the detail that only comes from having run the work.
- Curiosity — the instinct to ask why a process looks the way it does, to challenge the answer, and to keep asking whether there is a better way.
- A transformational mindset — comfortable redesigning end to end rather than patching, and prepared to see change through past go-live to the point where it is genuinely adopted.
- Ownership through to adoption — accountability does not end at delivery; success is measured by whether the change sticks in the business.
- Commercial and client awareness — an understanding of what we can genuinely run, so that what we commit to a client is deliverable.
- Global mindset — working across regions, jurisdictions and time zones, and designing solutions that scale beyond a single desk, client or location.
- Ambition to shape Citco’s future — an appetite to help build the operating model we will run for years, and to be measured on whether it works.
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 process.
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