Vice President, Digital Workflow, Automation & AI

The Citco Group•Dallas, TX

About The Position

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.

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.