SVP, AI-Driven Digital Workflows & Automation (Hybrid)

The Citco Group Limited; Dallas (TX); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Citco is seeking a Senior Vice President, Digital Workflow, Automation & AI to lead automation and AI initiatives across Private Assets Operations. You will identify opportunities, determine deployment approaches, and partner with IT and Transformation to realize measurable benefits.

This role requires 12–15 years in private assets or financial services, proven deployment of automation or AI, and strong leadership with stakeholder negotiation skills.

Qualifications

• 12–15 years’ experience in private assets or a comparable financial services environment, with substantial exposure to automation or digital transformation.
• Proven delivery of automation, digital workflow or AI initiatives that were deployed and adopted, not just piloted.
• Strong technical knowledge of private assets processes — enough to judge what is genuinely automatable and what is not.
• Practical understanding of workflow orchestration, exception-based processing and the control implications of automation.
• Sound commercial judgement on effort versus benefit, and the willingness to stop work that will not pay back.
• 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.

Responsibilities

• Lead the automation and AI agenda for Private Assets Operations — determining what is worth automating, how it gets deployed, and whether the benefit was real.
• Identify and prioritise automation, digital workflow and AI opportunities across the Private Assets estate.
• Determine the right approach for each opportunity — workflow, automation tooling or AI — and make the case for it.
• Own deployment standards so solutions are reusable and supportable rather than one-off local fixes.
• Partner with IT and the Transformation Office through build, deployment and support.
• Define how benefit will be measured before build starts, and report on whether it was realised.
• Establish the governance and controls around automated and AI-assisted processes, working with Risk and the Control Office.
• Coordinate with Tactical Operations on automation already deployed, and pick up solutions worth scaling.
• Lead and mentor focus area resources, including rotational colleagues joining from the business.
• Report on progress, risks and benefits realisation to the relevant leader and senior stakeholders.

Skills

Strong leadership

Stakeholder negotiation

Strategic thinking

Budgeting

Communication skills

Change management

Education

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

Tools

Excel

Word

PowerPoint

SharePoint

Job description

Citco is seeking a Senior Vice President, Digital Workflow, Automation & AI to lead automation and AI initiatives across Private Assets Operations. You will identify opportunities, determine deployment approaches, and partner with IT and Transformation to realize measurable benefits.

This role requires 12–15 years in private assets or financial services, proven deployment of automation or AI, and strong leadership with stakeholder negotiation skills.