Client Onboarding & Transformation Leader

The Citco Group Limited; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible working arrangements

Training and education support

Job summary

The Citco Group Limited is seeking a qualified professional to join their Transformation Office in Dallas, Texas. This role requires leading client integrations and overseeing virtual teams for various transformation projects. The ideal candidate will have over 10 years of experience in financial services and program management, with a strong focus on customer relationships.

Benefits include flexible working arrangements and a commitment to diversity and inclusion. Citco provides a supportive environment for career growth while maintaining a balance with personal needs.

Qualifications

• 5+ years’ experience in accounting operations and relationship management.
• 10+ years’ experience in the financial industry and in an external client-facing role.
• Proven knowledge of Private Equity, Real Assets, and Credit fund administration.

Responsibilities

• Lead and oversee client integrations, conversions, and strategic projects.
• Manage virtual teams for client transformations across various domains.
• Secure new business and manage existing client relationships.

Skills

Accounting operations

Relationship management

Business analysis

Program management

Education

Related degree or professional qualification

Job description

The Citco Group Limited is seeking a qualified professional to join their Transformation Office in Dallas, Texas. This role requires leading client integrations and overseeing virtual teams for various transformation projects. The ideal candidate will have over 10 years of experience in financial services and program management, with a strong focus on customer relationships.

Benefits include flexible working arrangements and a commitment to diversity and inclusion. Citco provides a supportive environment for career growth while maintaining a balance with personal needs.