Vice President, Operating Model, Product & Client Solutions

The Citco Group•Jersey City, NJ

3d•Onsite

About The Position

Strategic Operations is a dedicated function within Private Assets at Citco. It brings transformation delivery, project execution, business analysis, operational initiatives, and implementation support into one team. This group aims to reduce the delivery burden on BAU Operations and maintain ownership from design through adoption. The group is split across three distinct focus areas, aligned under two individual leaders. The Operating Model, Product & Client Solutions area is 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.

Requirements

8+ years’ experience in private assets accounting or operations, at a fund administrator, fund manager or comparable environment.
Hands-on experience of process improvement, system implementation or project delivery.
Strong technical knowledge of private assets processes — general ledger, capital activity, fee and waterfall calculations, financial statements and investor reporting.
Strong analytical skills, with the ability to interrogate data and evidence a recommendation.
Confident in front of a client, and comfortable explaining operational constraints clearly.
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.

Responsibilities

Deliver operating model and product change from the problem, through testing, to deployment and adoption.
Document current state end to end, identify root causes, and design the target state process.
Build the case for change — quantifying effort, risk and benefit in terms the business recognises.
Write and agree business requirements with IT, the Transformation Office and the relevant focus areas, and support them through build and delivery.
Design, plan and execute testing, including UAT, and manage defect resolution through to sign-off.
Contribute operational input to client pitches, POCs and presentations, and translate client requirements into an operational design that can be built and run.
Support implementation of fund structures, new client setups, complex client transitions and onboarding on our accounting platforms, alongside Client Integration.
Work directly with Operations teams to make sure change is understood, trained out and genuinely adopted.
Assess where a redesign or client solution delivered once can be applied more widely, and document the case.
Produce project documentation, status reporting and ad hoc analysis as required.