Executive Vice President, Technology, Data & Delivery

Citco

Dallas (TX)

Hybrid

USD 180,000 - 240,000

Full time

43 hours ago

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Job summary

Citco, based in Dallas, seeks an Executive Vice President, Technology, Data & Delivery to steer three focus areas: Operations model and client solutions, data/Reporting & Platform Enablement, and Digital Workflow, Automation & AI. The role drives technology-enabled change for Private Assets, ensuring scalable, end-to-end delivery and strong governance across programs.

You will own the data, reporting and platform roadmap, maintain data quality, and guide cross-functional teams—often with

Qualifications

12–15 years’ experience in fund administration or financial services.
Proven delivery of large-scale technology, data or platform initiatives.
Strong understanding of private assets processes and related platforms.
Ability to translate operations needs into technical requirements and to challenge designs.
Experience with automation, digital workflow and AI, and governance of delivery.

Responsibilities

Own the data, reporting and platform roadmap from an operations perspective.
Lead the Data, Reporting & Platform Enablement and Digital Workflow, Automation & AI focus areas.
Set priorities across the technology-enabled change agenda for Private Assets.
Govern delivery: release planning, UAT, defect management, deployment readiness.
Sponsor automation and AI opportunities from identification to realization.
Build and develop the team, including rotational colleagues, and participate in recruitment.
Represent Strategic Operations in technology and delivery forums.

Skills

Technology leadership

Data strategy

Automation & AI

Stakeholder management

Team leadership

Education

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

Professional accounting designation a plus

Tools

Microsoft Excel

PowerPoint

SharePoint

Word

Job description

Executive Vice President, Technology, Data & Delivery

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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 we build it, prove it, and land it in the business — with accountability for delivery standards across the whole of Strategic Operations.

Lead the Data, Reporting & Platform Enablement and Digital Workflow, Automation & AI focus areas, setting priorities across the technology-enabled change agenda for Private Assets.

Own the business analysis and implementation discipline across all three focus areas, including requirements, testing standards, cutover and benefits tracking, so delivery quality is consistent across the group.

Set out Operations’ requirements with IT and the Transformation Office, and hold the relationship through build, test and deployment rather than handing over.

Sponsor automation and AI opportunities, from identification through to deployment and measured benefit.

Own the data, reporting and platform roadmap from an Operations perspective, including data quality, lineage and reporting capability.

Govern delivery: release planning, UAT, defect management, deployment readiness and post-implementation review.

Partner with Operations to ensure change is understood, trained out and genuinely adopted.

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

Maintain alignment with Tactical Operations and Marquee Operations, picking up solutions originating in either for wider reuse.

Represent Strategic Operations at Private Assets and CFS technology and delivery forums.

Qualifications

About You

You have 12–15 years’ experience in fund administration, alternative asset management or a related financial services environment, with substantial exposure to technology-enabled change.

A demonstrable record of delivering large-scale technology, data or platform initiatives in a financial services setting, with change that was genuinely adopted.

Strong understanding of private assets processes and the platform estate that supports them.

Credibility with technology partners — able to translate operational need into technical requirement and to challenge a solution design.

Practical knowledge of automation, digital workflow and AI, and sound judgement on what is worth automating.

Delivery governance experience including testing strategy, cutover planning and benefits realisation.

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. 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.

Required Skills