Senior Vice President, Digital Workflow, Automation & AI

The Citco Group•Dallas, TX

About The Position

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. The Strategic Operations team is a dedicated function within Private Assets, responsible for transformation delivery, project execution, business analysis, operational initiatives, and implementation support. This group aims to reduce the delivery burden on BAU Operations and maintain ownership from design through adoption. The Digital Workflow, Automation & AI focus area, led by the Technology, Data & Delivery leader, is responsible for identifying and delivering workflow, automation, and AI opportunities, establishing appropriate controls, and measuring the realization of expected benefits. This group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations, and Marquee Client teams. Roles may be permanent or approximately 12-month rotational assignments.

Requirements

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.
Deep technical and operational knowledge — genuine depth in how our processes, data and platforms actually work — the detail that only comes from having run the work.
Curiosity — the instinct to ask why a process looks the way it does, to challenge the answer, and to keep asking whether there is a better way.
A transformational mindset — comfortable redesigning end to end rather than patching, and prepared to see change through past go-live to the point where it is genuinely adopted.
Ownership through to adoption — accountability does not end at delivery; success is measured by whether the change sticks in the business.
Commercial and client awareness — an understanding of what we can genuinely run, so that what we commit to a client is deliverable.
Global mindset — working across regions, jurisdictions and time zones, and designing solutions that scale beyond a single desk, client or location.
Ambition to shape Citco’s future — an appetite to help build the operating model we will run for years, and to be measured on whether it works.

Responsibilities

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.