Client Integration Vice President
Core
Leading client integration projects, service delivery, and sales support for Citco Fund Services by managing virtual teams and ensuring efficient onboarding of clients into the environment.
Role type
Senior leadership (VP) in client integration and onboarding
Builds
Client onboarding processes, service delivery frameworks, and sales support materials
Domain
Financial services / Asset management / Fund services
Deliverable
client delivery
Required skills
People and resource management, Client services in asset management, Project management, Business analysis, Financial markets knowledge, Vendor/conversion interface knowledge, System setup coordination, Stakeholder management
Preferred skills
Middle Office experience, Project Manager qualifications
Technologies
Microsoft Office, Citco systems, Third-party vendor systems
Responsibilities
Build sample portfolios for client pitches, manage complex client issues and migrations, oversee data conversions and system setups, manage team recruitment and training, coordinate with senior management and global offices.
Seniority
Vice President, strategic leadership and team management