Onboarding Implementation Client Change Management

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

About the Team & Business Line

Transformation Office strives to create a consistent ability to standardize and optimize our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs.

Job Description

As a core member of our Transformation Office, you will be working with some of the industry’s most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.

Responsibilities

• Lead and oversee client integrations, conversions, and strategic projects.
• Manage virtual teams tasked with project managing client transformations across operating models, digital, data, regulatory & compliance, and technology.
• Secure new business and manage existing client relationships and implementations.
• Provide strategic leadership, ensuring programs are standardized, risk‑adverse, documented with management reporting, and marketed to identify opportunities for expansion and improvement.
• Develop and implement transformation strategies.
• Manage complex, cross‑functional programs; set and track program milestones and KPIs.
• Coordinate with senior leadership and key stakeholders; lead change management and communication efforts.
• Build and maintain relationships across business units.
• Oversee program budgets, resources, risks, and dependencies while ensuring alignment with business objectives.
• Drive continuous improvement initiatives.
• Lead digital transformation initiatives, modernize business processes, and implement new systems, processes, and technologies.
• Coordinate with all relevant teams to capture requirements and document scope with both internal and external stakeholders.
• Track projects, progress, status, and deadlines; manage operational risk with monthly reporting to external clients and executive management.
• Ensure efficient execution and forecasting of work allocation.
• Participate in marketing and sales pitches; effectively demonstrate Citco’s workflows, best practices, and technologies.
• Assist with RFP and information requests; serve as a stakeholder in the development of new clients/business.
• Leverage existing client relationships to secure new business and offer our products and services.

Location

Dallas, Texas

Qualifications

• Related degree or professional qualification.
• 5+ years’ experience in accounting operations and relationship management.
• 10+ years’ experience in the financial industry and in an external client‑facing role.
• 10+ years’ experience in Program and Project Management.
• Proven knowledge of Private Equity, Real Assets, and Credit fund administration.
• Proven Business Analysis experience.

Our Benefits

Your well‑being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.