Executive Vice President, Client Services - Private Assets

Citco; New York (NY); On-site; USD 270,000 - 390,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement savings plan

Tuition assistance

Parental leave

Job summary

Citco is seeking an Executive Vice President to lead Client Service for Private Assets in New York. You will guide senior client relationships, oversee service delivery, and mentor a high-performing Client Service team across locations.

You will ensure profitability, manage SLAs and KPIs, and partner with integration, Operations, and Business Development to drive growth and client satisfaction.

Qualifications

• 12–15 years of relevant private assets experience in fund administration or related field.
• Demonstrated success managing complex client relationships with executive stakeholders.
• Strong knowledge of private assets fund accounting and structures.
• Familiarity with US GAAP; waterfall structures and modeling are desirable.
• Bachelor’s degree required; CPA or equivalent is a plus.

Responsibilities

• Lead Client Service for a portfolio of sophisticated private assets clients; act as trusted advisor.
• Develop relationships with C-suite executives and key decision-makers.
• Understand client fund structures, operating infra, and strategic plans.
• Establish client communication strategy with executive meetings and reviews.
• Oversee SLAs, KPIs, and governance with Operations teams.
• Drive profitability reviews and margin analysis across clients.
• Coordinate onboarding, launches, transitions with integration teams.
• Mentor and develop Client Service team; manage staffing and succession.

Skills

Client relationship management

Leadership

Negotiation

Project management

Communication

Microsoft Excel

Education

Bachelor's degree in accounting/finance/business

CPA or equivalent (plus)

Tools

MS Office

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.

For more information about Citco, please visit www.citco.com

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.

As a core member of our Client Service team, you will collaborate with some of the industry’s most experienced professionals, helping to deliver exceptional results and build trusted relationships with clients across various sectors.

Citco is seeking an accomplished Executive Vice President to lead Client Service for our Private Assets clients. The position is based in New York and will support clients across locations. This is a strategic leadership opportunity for an experienced industry professional who can combine deep industry expertise with exceptional client relationship management and leadership.

Your Role:

The successful candidate will play a key role in supportingCitco’s continued growth by leading Client Service from New York and supporting sophisticated,high-profileprivate assetsclients across locations. In this mature market, the role will focus on deepening client relationships, enhancing service delivery, anddevelopinga high-performing team capable of delivering best-in-class service:

• Lead the Client Service relationship for a portfolio of sophisticated private assets clients, acting as a trusted advisor and the client’s senior representative within Citco.

• Build strong relationships with C-suite executives, key decision-makers, and influencers, developing a clear understanding of their priorities, professional backgrounds, and long- and short-term business plans.

• Develop a comprehensive understanding of each client’s fund structures, related entities, investment strategy, operating infrastructure, service providers, challenges, and short- and long-term business plans.

• Establish and execute a formal client communication strategy, including regular executive-level meetings, service reviews, and ongoing relationship touchpoints.

• Negotiate and oversee service level agreements in collaboration with the appropriate Operations teams, and ensure services are delivered in accordance with agreed KPIs, SLAs, and governing fund documents.

• Develop and maintain internal and external KPI reporting, identify service trends, and drive timely action to enhance delivery and client satisfaction.

• Represent the client internally and coordinate across business lines, Operations, integration, technology, and support teams to ensure deliverables are timely, accurate, and aligned with client priorities.

• Oversee the resolution of complex client issues, ensuring clear ownership, effective escalation, and consistent communication through resolution.

• Partner with integration teams to coordinate new client onboarding, existing client launches, transitions, and operating-model design.

• Ensure clients are familiar with Citco’s systems, processes, outputs, product developments, and service enhancements through appropriate training and strategic engagement.

• Identify opportunities to deepen existing partnerships and increase client wallet share by connecting client needs with relevant Citco products and services.

• Support business development activities for existing clients, including opportunity assessment, RFPs, marketing pitches, and client presentations in partnership with Business Development and senior management.

• Own and review client profitability, monitor gross margins against approved budgets, explain variances, and lead actions to address negative trends.

• Prepare local and global presentations and reports on client relationships, service performance, commercial matters, risks, and strategic priorities as required.

• Lead, mentor, and develop Client Service team members, setting clear priorities and fostering a high-performing, collaborative, and client-centric culture.

• Manage staffing requirements across the area of responsibility, including hiring, coaching, development, and succession planning.

• Develop and implement best-practice standards, improve processes and efficiencies, and contribute to projects supporting the continued evolution and growth of the business.

• Maintain compliance with applicable regulatory requirements and internal and external audit expectations, and ensure appropriate business continuity plans are documented for areas of responsibility.

• Actively contribute to broader corporate and management initiatives while maintaining a proactive client focus and a consistent commitment to service excellence.

About You:

• You have 12 –15 years of relevant private assets experience within fund administration, investment management, public accounting, or another professional services environment supporting alternative investment clients.

• Demonstrated success managing complex client relationships in the fund services or alternative investment industry, including executive-level stakeholder engagement.

• Strong working knowledge of private assets fund accounting, fund structures, and related operational processes, with the ability to understand and discuss client issues effectively in a Client Service capacity.

• Familiarity with US Generally Accepted Accounting Principles and other relevant bases of accounting; knowledge of waterfall structures, modeling, and calculations is desirable.

• Strong leadership and supervisory experience, with a proven ability to lead teams, set priorities, and develop high-performing talent.

• Commercial acumen and experience in negotiation, business planning, budgeting, profitability, and margin analysis.

• Strong project-management and organizational skills, with attention to detail and the ability to manage multiple priorities.

• Excellent written and verbal communication skills, with the judgment and presence to engage credibly with clients and senior stakeholders.

• Strong proficiency in Microsoft Office applications, including Excel.

• A bachelor’s degree in accounting, finance, business, or a related field.

• CPA or other relevant professional designation is a plus.

Salary Range: USD $270,000 - 390,000

Our Benefits

Your well-being is of paramount importance and central to our success here at Citco. Citcooffers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.

At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know.

As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status.We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.

Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.