Vice President, Client Integration

The Citco Group

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 6 hours ago
Vacancies: 1 Vacancy

Job Summary

Description

About Citco:

The market leader. The premier provider. The best in the business. At Citco weve 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 well 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 Citcos core business and our alternative asset and accounting service is one of the industrys 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 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/interfaces


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)

Salary Range: CAD 115000 - 155000

  • This position is for an existing vacancy

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.




Required Experience:

Exec

DescriptionAbout Citco:The market leader. The premier provider. The best in the business. At Citco weve 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 ...
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About Company

At Citco, we don't just provide bespoke solutions and better results. We’re a true partner dedicated to developing rich, long-term relationships through gold standard services.

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