Vice President, Client Integration

The Citco Group • Miami, FL

9d

About The Position

The Vice President, Client Integration leads and oversees client integrations, conversions, and strategic projects within Citco’s Fund Administration business. The integration team serves as the central technical and support contact for clients during onboarding. This role project-manages client integrations and conversions, service-delivery changes, and sales support, while assisting with virtual team management, new-business development, junior team development, and reporting to senior management. The VP may also lead global or local initiatives as required.

The role manages new-client launches and conversions, launches for new business with existing clients, and onboarding of ancillary services. It coordinates internal and external stakeholders to ensure workflows and data capture meet client needs for reporting and calculation models. The VP oversees strategic initiatives and complex client issues, reviews departmental procedures and policies, supports operational-risk management and work forecasting, and participates in departmental and company-wide projects.

The VP also supports sales and business development by participating in pitches, assisting with requests for proposals, managing proof-of-concept requests, and providing information about vendors, conversions, and interfaces. Candidates should bring financial-services knowledge, relevant education or professional qualifications, and substantial project-management, asset-management client-services, and people/resource-management experience.

Requirements

• Strong knowledge of the financial services industry, its products, and practices, and a strong interest in continued development and learning.
• Degree in a business- or finance-related discipline, or a related professional qualification.
• At least 5 years of project-management experience.
• At least 5 years of client-services experience within the asset-management industry.
• At least 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 for work product.
• Proficiency with Microsoft programs, including Excel, Word, and PowerPoint.

Responsibilities

• Lead and oversee client integrations, conversions, and strategic projects.
• Project-manage new client launches and conversions, new-business launches for existing clients, and onboarding of ancillary services.
• Coordinate with relevant internal teams to ensure workflows meet client needs.
• Coordinate with internal and external stakeholders to capture data needed for client reporting and calculation models.
• Oversee and manage strategic initiatives within the Client Integration team.
• Oversee resolution of complex client issues.
• Review departmental procedures and policies and help ensure adherence.
• Identify issues and concerns and recommend company-wide solutions for high-risk projects.
• Support work forecasting and allocation to ensure fluid execution and strategy.
• Actively manage operational risk, including monthly status reporting on key developments to external clients and executive management.
• Participate in departmental and company-wide projects and assist with reporting to senior management.
• Assist in managing virtual teams and developing junior team members.
• Participate in developing new clients and business, including sales and marketing pitches as required.
• Assist sales with requests for proposals (RFPs).
• Manage proof-of-concept requests for sales pitches.
• Provide Business Development with information on vendors, conversions, and interfaces.
• Assist with securing new business and lead global or local initiatives as required.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Short- and long-term disability benefits
• Retirement savings plan
• Tuition reimbursement
• Mental health and wellness support
• Parental leave
• Annual discretionary bonus pool for qualifying positions, based on company profitability and individual contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Director