Financial Services, Fund Administration, Asset Management, Global Custody

Assistant Vice President, Client Integration

CanadaHybridFull TimePosted 1 month ago

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Required skills

Client Integration
Project Management
Business Analysis
Client Services
Asset Management
Financial Services
People Management
Listed and OTC products
Microsoft Office
Stakeholder Management

Nice to have

Middle Office
Project Manager Qualifications

Role summary

Citco is seeking an Assistant Vice President, Client Integration to lead projects and client integrations within the global onboarding team. This role involves managing virtual teams to integrate Citco services, ensuring proper systems, resources, and controls are in place to maximize efficiency and minimize risk. Responsibilities include sales preparation, project management for file testing and data migrations, technology/functional task ownership for system setup and client reporting, client/vendor relationship management, administrative reporting, and team management. The ideal candidate will have a degree in business or finance, 2+ years of people management, 3+ years of client services in asset management, and 5-6 years in financial services, with proven project management and business analysis experience.

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About the Team & Business Line:

The role of an Client Integration Manager involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Manager is responsible for managing virtual teams that assist clients in integrating the Citco services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Manager role is part of a global onboarding team and may be required to support multiple time zones during large project.

Responsibilities

Your Role:

Sales Preparation:
Booking Sample Portfolios for Pitches
Request for proposal/information assistance
Direct source of information to Business Development on Vendors/Conversion/Interfaces

Project Manage / Functional Task Owner
Incoming file testing
- New Clients
- Existing Clients New Business
- Existing Clients New Asset Classes
- Migrations to New Vendor

Instruct/Extract
- Standard - Stakeholder/Business Analyst/Testing
- Custom - Extract File Development - Stakeholder/Business Analyst/Testing
- Migrations to New Vendor

Functional Data Migrations
Internal Data Conversions
External Data Conversions
Internal System Migrations

Technology / Functional Task Owner
Responsible for System Set up and Coordination with Third Parties
Control Client User setup / Permissions
Responsible for Client Reporting Data Capture and Coordination with Third Parties

Client / Vendor Relationship Management
Engage with Existing Clients/Vendor on Efficiency Projects
- Operational Process Review - Stakeholder
- Operational Process Review - Stakeholder

Administrative Reporting
Tracking of projects, progress, status and deadlines
MIS Reporting

Finance
Stakeholder for Invoicing for Communications & Connectivity Charges

Management
Team Management
Pipeline/Project/Resourcing Management
Oversight, Recruitment, Training and Development

Qualifications

About You:

Degree qualified in a business or Finance related disciple
2+ years of people and resource management experience
3+ years of client services within the asset management industry
5-6 years in the financial services industry
Proven interest in the financial markets and hedge fund industry
Proven Project Management Experience
Proven Business Analysis Experience
Working knowledge of Listed and OTC products
Must be creative and innovative with a client focus
Proficient in Microsoft Office applications
Attention to detail
A ‘team player’ who can work well within the function to deliver a quality service
Middle Office experience (Desirable)
Project Manager Qualifications (Desirable)

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

Ready to apply?

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