Vice President, Digital Workflow, Automation & AI
About The Position
Strategic Operations is a dedicated function within Private Assets at Citco. This team brings transformation delivery, project execution, business analysis, operational initiatives, and implementation support into one cohesive unit. It aims to reduce the delivery burden on Business As Usual (BAU) Operations and maintain ownership from the design phase through to adoption. The group is structured into three distinct focus areas, all reporting under two individual leaders. The 'Digital Workflow, Automation & AI' area, led by the Technology, Data & Delivery leader, is responsible for identifying and delivering workflow, automation, and AI opportunities. This includes establishing appropriate controls and measuring the realization of expected benefits. This group collaborates closely with Operations, the Transformation Office, IT, Tactical Operations, and Marquee Client teams. Roles within this area can be permanent or approximately 12-month rotational assignments based in strategic locations. Rotational colleagues join from the business to help shape and deliver change, gaining broader project experience before returning to their original roles.
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 User Acceptance Testing (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.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Short-term disability benefits
- Long-term disability benefits
- Retirement savings plan
- Tuition reimbursement
- Mental health and wellness support
- Parental leave
- Annual discretionary bonus pool based on company profitability and individual contributions
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What This Job Offers
Job Type
Full-time
Career Level
Senior
