Vice President, Digital Workflow, Automation & AI

The Citco Group Limited•Dallas, TX

About The Position

The market leader. The premier provider. The best in the business. At Citco, we’ve 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 we’ll 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. Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. Strategic Operations is a dedicated function within Private Assets. It brings transformation delivery, project execution, business analysis, operational initiatives and implementation support into one team, reducing the delivery burden on BAU Operations and maintaining ownership from design through adoption. The group will be split across three distinct focus areas, aligned under two individual leaders: Operating Model, Product & Client Solutions: led by the Operating Model & Product leader, this area will define how services should run end to end, shape scalable products and solutions, support complex client implementations, and ensure client commitments are operationally deliverable. Data, Reporting & Platform Enablement: led by the Technology, Data & Delivery leader, this area will define Operations requirements for data, reporting and platforms, strengthen data quality and lineage, and carry solutions through testing, deployment and adoption. Digital Workflow, Automation & AI: also led by the Technology, Data & Delivery leader, this area will identify and deliver workflow, automation and AI opportunities, establish appropriate controls, and measure whether the expected benefits are realised. The 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 anchored in strategic locations. Rotational colleagues will join from the business, help shape and deliver change, and return to the line with broader project experience.

Requirements

8+ years’ experience in private assets accounting or operations, with hands-on exposure to automation or process improvement.
Hands-on experience of automation deployment, workflow design, process improvement or system implementation.
Strong technical knowledge of private assets processes and where the manual effort genuinely sits.
Familiarity with automation and workflow tooling, and a practical view of where AI is and is not appropriate.
Project management skills with attention to detail and a proven ability to multi-task.
Confident engaging both operational teams and technology partners.
Strong written and verbal communication skills.
Advanced computer skills (Microsoft Excel); familiarity with reporting, workflow or automation tooling an advantage.
Bachelor’s Degree in Accounting, Finance or Economics; professional accounting designation is preferred.
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.

Nice To Haves

professional accounting designation is preferred
familiarity with reporting, workflow or automation tooling an advantage

Responsibilities

Deliver automation and digital workflow change from opportunity identification through to deployment and measured benefit.
Identify processes suitable for automation or AI, quantify the opportunity, and build the case.
Design the target workflow, including exception handling and the controls that sit around it.
Write and agree requirements with IT and the Transformation Office, and support them through build.
Design, plan and execute testing, including UAT, and manage defect resolution through to sign-off.
Deploy solutions into the business and confirm they are used as intended.
Measure and report realised benefit against the original case.
Work with the Operating Model, Product & Client Solutions and Data, Reporting & Platform Enablement focus areas where automation depends on process redesign or data capability.
Produce project documentation, status reporting and ad hoc analysis as required.