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Fund Services Client Integration Vice President

The Citco Group Limited - Sydney, NSW

Banking & Finance
Source: uWorkin



Vice President – Client Integration

Sydney, Australia

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About The Team & Business Line

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.

As a core member of our Integration Team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.

Your Role

Project Manage New Business:

  • New client launches/conversions
  • New Business Existing Client (NBEC) launches
  • Onboarding of Ancillary services
  • Coordinate with all relevant teams to ensure internal workflows will meet client needs
  • Coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models

Project Manage / BAU
  • Oversee and manage strategic initiatives within the Client Integration team
  • Oversee the resolution of complex client issues
  • Review departmental procedures and policies and help ensure adherence to these procedures
  • Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
  • Ensure fluid execution and strategy for work forecasting and allocation
  • Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
  • Actively participate in departmental and company-wide projects.
  • Assist with reporting to Senior Management

Sales Handover/Support
  • Stakeholder in the development of new clients/business, participating in sales and marketing pitches as required
  • Provide sales with assistance on Request For Proposals (RFP)
  • Manage requested Proof of Concepts for sales pitches
  • Provide information to Business Development on vendors/conversion/interfaces

About You
  • Candidates must have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning
  • Degree qualified in a business or Finance related disciple or related professional qualification
  • 5+ years of project management experience
  • 5+ years of client services within the asset management industry
  • 5+ years of people and resource management experience
  • Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
  • Strong sense of ownership and accountability of work product
  • Proficiency knowledge in Microsoft Programs (Excel, Word, PowerPoint)

Our Benefits

Your well being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.