VP, Strategic Client Services - Private Assets

The Citco Group Limited

New York (NY)

On-site

USD 150,000 - 220,000

Full time

2 days ago
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Benefits offered by this job

Medical, dental, and vision coverage
Disability benefits (short and long‑)
Retirement savings plan
Tuition reimbursement
Mental health and wellness support
Parental leave

Job summary

Citco is seeking a seasoned Client Services leader to manage strategic relationships with private asset clients and drive service delivery across onboarding, SLAs, and KPI reporting in a fast-paced fund administration environment. You will work closely with C-suite executives and cross-functional teams to optimize profitability and client outcomes.

The role requires 8–10 years in client services within alternative asset management, strong negotiation, budgeting and accounting skills, and a track

Qualifications

  • 8–10 years in client service and managing client relationships of an alternative asset manager
  • Experience in private assets fund administration and investor reporting desirable
  • Strong negotiation, budgeting, margin analysis, and technical accounting skills essential
  • Demonstrated leadership, multi-tasking, and project management abilities
  • Strong written and verbal communication skills; CPA a plus

Responsibilities

  • Strategic relationship management with C-suite executives and clients
  • Oversee client onboarding, integration, and training on Citco systems
  • Negotiate SLAs and manage KPI and reporting for internal and external stakeholders
  • Lead profitability reviews and client P&L discussions with clients
  • Support pricing models, fee proposals, and weekly CRM updates
  • Coordinate with operations and other teams to ensure high-quality client service delivery

Skills

Negotiation
Business planning
Budgeting
Margin analysis
Technical accounting
Leadership
Project management
Communication

Education

Bachelor's Degree in Accounting
CPA

Job description

Citco is seeking a seasoned Client Services leader to manage strategic relationships with private asset clients and drive service delivery across onboarding, SLAs, and KPI reporting in a fast-paced fund administration environment. You will work closely with C-suite executives and cross-functional teams to optimize profitability and client outcomes.

The role requires 8–10 years in client services within alternative asset management, strong negotiation, budgeting and accounting skills, and a track

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