Vice President, Client Integration

The Citco Group Limited; Miami (FL); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement savings plan

Tuition reimbursement

Parental leave

Job summary

Citco Group Limited seeks a seasoned Client Integration Vice President to lead client integrations, conversions, and strategic onboarding projects. You will guide virtual teams, manage data capture for client reporting, and support sales with proposals and proofs of concept.

You will drive operations, governance, and risk mitigation across NBEC launches, BAU initiatives, and global/local projects, ensuring seamless service delivery to hedge funds and alternatives.

Qualifications

• 5+ years of project management experience.
• 5+ years of client services within the asset management industry.
• 5+ years of people and resource management experience.
• Strong knowledge of the financial services industry, products and practices.
• Degree in business or finance related field; professional qualification preferred.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint).

Responsibilities

• Lead client integrations and onboarding projects.
• Oversee NBEC launches and onboarding of ancillary services.
• Coordinate with cross-functional teams to ensure client reporting requirements.
• Manage sales handover and support for RFPs and vendor information.
• Provide reporting to senior management on status and risks.

Skills

Project management

Client services

People management

Stakeholder management

Ownership

Education

Business/Finance degree

Professional qualification

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

JOB DESCRIPTION

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

About Citco

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

JOB DESCRIPTION

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

About The Team & Business Line

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.

Responsibilities

Your Role:

The integration team is the central point of contact for the client both technical and support during onboarding. The role of a Client Integration Vice President (VP) involves leading/overseeing client integrations, conversions and strategic projects. The Integration VP is responsible for assisting in the management of virtual teams and is tasked with project managing client integrations/conversions, services delivery changes and sales support. In addition, the VP will assist with securing new business, aid in the development of junior team members, reporting to senior management as well as play a lead role in global or local initiatives as required.

Project Manage New Business

• New client launches/conversions
• New Business Existing Client (NBEC) launches
• Onboarding of Ancillary services
• Coordinate with all relevant teams to ensure internal workflows will meet client needs
• Coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models

Project Manage / BAU

• Oversee and manage strategic initiatives within the Client Integration team
• Oversee the resolution of complex client issues
• Review departmental procedures and policies and help ensure adherence to these procedures
• Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
• Ensure fluid execution and strategy for work forecasting and allocation
• Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
• Actively participate in departmental and company-wide projects.
• Assist with reporting to Senior Management

Sales Handover/Support

• Stakeholder in the development of new clients/business, participating in sales and marketing pitches as required
• Provide sales with assistance on Request For Proposals (RFP)
• Manage requested Proof of Concepts for sales pitches
• Provide information to Business Development on vendors/conversion/interfac

Qualifications

About You:

• Candidates must have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning
• Degree qualified in a business or Finance related disciple or related professional qualification
• 5+ years of project management experience
• 5+ years of client services within the asset management industry
• 5+ years of people and resource management experience
• Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
• Strong sense of ownership and accountability of work product
• Proficiency knowledge in Microsoft Programs (Excel, Word, PowerPoint)

Our Benefits

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.