Head of AI-Driven Workflow & Automation

The Citco Group Limited; Makati; Remote; PHP 7,538,000 - 11,307,000; Full time

Benefits offered by this job

Flexible working arrangements

Training and education support

Job summary

The Citco Group Limited is seeking a Vice President for Digital Workflow, Automation & AI to lead automation initiatives across private assets operations. You will identify automation opportunities, design target workflows, and drive deployment with IT and Transformation teams.

The role emphasizes measurable benefits and cross‑functional influence across Operating Model, Data & Platform Enablement, and Client Solutions groups.

Qualifications

• Hands‑on experience of automation deployment, workflow design, process improvement or system implementation.
• Strong technical knowledge of private assets processes and where the manual effort genuinely sits.
• Familiarity with automation and workflow tooling, and a practical view of where AI is and is not appropriate.
• Project management skills with attention to detail and a proven ability to multi‑task.
• Confident engaging both operational teams and technology partners.
• Strong written and verbal communication skills.
• Advanced computer skills (Microsoft Excel); familiarity with reporting, workflow or automation tooling an advantage.
• Bachelor’s Degree in Accounting, Finance or Economics; professional accounting designation is preferred.

Responsibilities

• Identify processes suitable for automation or AI, quantify the opportunity, and build the case.
• Design the target workflow, including exception handling and the controls that sit around it.
• Write and agree requirements with IT and the Transformation Office, and support them through build.
• Design, plan and execute testing, including UAT, and manage defect resolution through to sign-off.
• Deploy solutions into the business and confirm they are used as intended.
• Measure and report realised benefit against the original case.
• Work with the Operating Model, Product & Client Solutions and Data, Reporting & Platform Enablement focus areas where automation depends on process redesign or data capability.
• Produce project documentation, status reporting and ad hoc analysis as required.

Skills

Automation deployment

Workflow design

Process improvement

Project management

Advanced Excel

Communication skills

Reporting/workflow tooling

Stakeholder engagement

Education

Bachelor’s Degree in Accounting/Finance/Economics

Tools

Excel

Automation tooling

Reporting tooling

Job description

The Citco Group Limited is seeking a Vice President for Digital Workflow, Automation & AI to lead automation initiatives across private assets operations. You will identify automation opportunities, design target workflows, and drive deployment with IT and Transformation teams.

The role emphasizes measurable benefits and cross‑functional influence across Operating Model, Data & Platform Enablement, and Client Solutions groups.