Executive VP, Private Assets Client Services: Lead & Grow

Citco

New York (NY)

On-site

USD 270,000 - 390,000

Full time

7 days ago
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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

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.

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