Vice President, Client Integration

The Citco Group Limited • Miami, FL

9d

About The Position

The Vice President, Client Integration leads and oversees client integrations, conversions, and strategic projects. 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 helping manage virtual teams and secure new business. The VP also supports junior team development, reports to senior management, and leads global or local initiatives as needed.

The role manages new client launches and conversions, launches for new business with existing clients, and onboarding of ancillary services. It coordinates internal teams and stakeholders to align workflows with client needs and ensure data is captured for client reporting and calculation models. For ongoing business, the VP oversees strategic initiatives and complex client issues, reviews departmental procedures and policies, identifies high-risk issues and recommends solutions, manages work forecasting and allocation, monitors operational risk, and reports on status and key developments to clients and executive management. The role also supports sales and business development through pitches, RFPs, proof-of-concept requests, and information about vendors, conversions, and interfaces.

Citco offers a comprehensive total rewards package. Qualifying positions may participate in an annual discretionary bonus pool. Benefits include medical, dental, and vision coverage; short- and long-term disability benefits; a retirement savings plan; tuition reimbursement; mental health and wellness support; and parental leave. Citco emphasizes an inclusive culture and welcomes applications from people with disabilities, with accommodations available during recruitment.

Requirements

• Strong knowledge of the financial services industry, its products, and practices, with an interest in further 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 manage multiple projects and stakeholders simultaneously and prioritize work according to deadlines.
• Strong 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 relevant internal teams to ensure workflows meet client needs.
• Coordinate internal and external stakeholders to capture data required 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 concerns and recommend company-wide solutions for high-risk projects.
• Manage work forecasting and allocation to support effective execution and strategy.
• Actively manage operational risk and provide monthly status reports and updates on key development issues to external clients and executive management.
• Participate in departmental and company-wide projects.
• Assist with reporting to senior management.
• Participate in development of new clients and business, including sales and marketing pitches as required.
• Assist Sales with Requests for Proposals (RFPs).
• Manage requested proofs of concept for sales pitches.
• Provide Business Development with information on vendors, conversions, and interfaces.
• Assist in managing virtual teams, securing new business, and developing junior team members.
• Lead global or local initiatives as required.

Benefits

• Comprehensive and competitive total rewards package.
• Annual discretionary bonus pool for qualifying positions, based on company profitability and individual contributions.
• Medical coverage.
• Dental coverage.
• Vision coverage.
• Short- and long-term disability benefits.
• Retirement savings plan.
• Tuition reimbursement.
• Mental health and wellness support.
• Parental leave.
• Recruitment accommodations for applicants with disabilities, upon request.

What This Job Offers

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