Executive Vice President, Operating Model & Product

The Citco Group Limited

Dallas (TX)

Hybrid

USD 140,000 - 210,000

Full time

4 days ago

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Benefits offered by this job

Medical

Dental

Vision

Disability insurance

Retirement savings plan

Tuition reimbursement

Mental health and wellness support

Parental leave

Job summary

The Citco Group Limited is seeking a senior Strategic Operations leader to own the Private Assets operating model, balancing long-term transformation with near-term client demand. You will drive cross-functional collaboration with Operations, IT and client teams to ensure scalable solutions and program governance.

You will also guide transformation portfolios, develop the team (including rotational colleagues) and maintain alignment across departments while representing Citco in leadership

Qualifications

12–15 years’ experience in fund administration, alternative asset management or related financial services.
Demonstrable record of delivering large-scale operating model or product re-engineering initiatives.
Deep knowledge of private assets operating models, fund structures and end-to-end service model.
Strong executive stakeholder management and credibility with clients and senior leadership.
Commercial judgement and ability to price and commit to deliverables.
Portfolio and programme governance experience across multiple focus areas.
Leadership experience of other professionals including rotational colleagues.
Strong written and verbal communication skills.
Advanced computer skills: Excel, Word, PowerPoint, SharePoint.

Responsibilities

Own the operating model for Private Assets, defining end-to-end service delivery.
Lead the Operating Model, Product & Client Solutions focus area and align with strategic priorities.
Represent Strategic Operations in client pitches, POCs and strategic direction setting.
Drive reuse of marquee solutions across the client book and oversee rollout.
Partner with Operations, IT and client teams to align change activity.
Govern transformation portfolio including prioritisation, resources and budgets.

Skills

Fund Administration

Executive leadership

Stakeholder management

Budgeting

Strategic thinking

Communication

Education

Bachelor’s Degree in Accounting, Finance, Economics or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

SharePoint

Job description

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.

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.

Responsibilities

Your Role

You will own how our service should run and what we commit to clients, with accountability for the design and adoption of the Private Assets operating model.

Set the direction for the Private Assets operating model — defining how services should run end to end, and building the case for change with senior stakeholders.

Lead the Operating Model, Product & Client Solutions focus area, balancing long-term transformation priorities with near-term business and client demand.

Act as the senior Operations voice in client pitches, POCs and strategic direction setting, ensuring what we sell is something we can genuinely run.

Own the marquee solution reuse agenda — identifying where a solution built for one client can be applied across the wider book, and driving that rollout.

Partner at senior level with Operations, Tactical Operations, Marquee Client teams, the Transformation Office and IT to align change activity and remove duplication.

Govern the transformation portfolio, including prioritisation, resourcing, budget, risk, dependencies and executive reporting.

Establish plans for new client setup, transitions and complex implementations, coordinating across Operations, Financial Statements, Tax and Investor Relations.

Build and develop the team, including the rotational model, and actively participate in recruitment.

Maintain alignment with Tactical Operations and Marquee Operations, routing work to the right group and handing back anything better delivered tactically.

Represent Strategic Operations at Private Assets and CFS leadership forums.

Qualifications

About You

You have 12–15 years’ experience in fund administration, alternative asset management or a related financial services environment, predominantly in private assets.

A demonstrable record of delivering large-scale operating model or product re‑engineering initiatives, with change that was genuinely adopted by the business.

Deep knowledge of private assets operating models, fund structures and the end-to-end service model.

Strong executive stakeholder management, with credibility in front of clients and senior leadership.

Commercial judgement — able to assess what we can genuinely deliver and price, and to hold that line in a client conversation.

Portfolio and programme governance experience, with proven ability to manage competing priorities across multiple focus areas.

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

What We Expect of the Strategic Operations Team

Regardless of role or focus area, everyone in Strategic Operations is expected to demonstrate the following:

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 and central to our success here at Citco. Citco offers 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.

medical
dental
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.

Required Skills