Client Integration Aexeo Onboarding - Vice President

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.
About CitcoCitco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 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
About The Team & Business LineThe role of an Aexeo Onboarding Vice President (VP) involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Aexeo Onboarding VP is responsible for managing virtual teams that assist clients in integrating the Citco services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. The VP is responsible for managing a group of Assistant Vice Presidents (AVP), training and development of staff, roll out of global best practice and standardization across the global Integration team. The VP will be heavily involved in securing new business as well as managing existing client relationships and onboardings, will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups. The integration team is the central point of contact for the client both technical and support during onboarding. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services.
ResponsibilitiesYour RoleSales PreparationBuild out of sample portfolios for client pitches and demonstrationsRequest for proposal/information assistanceDirect source of information to Business Development on vendors/conversion/interfacesStakeholder in the development of new clients/business
Project Manage / Functional Task OwnerActively participate in departmental and company-wide projects.Identify issues/concerns and recommend company-wide solutions for any/all high risk projectsStakeholder strategic initiatives within the Client Integration teamOversee the resolution of complex client issuesIncoming file testing
New ClientsExisting Clients New BusinessExisting Clients New Asset ClassesMigrations to New Vendor
Instruct / Extract
Standard – Stakeholder / Business Analyst / TestingCustom - Extract file development - Stakeholder / Business Analyst / TestingMigrations to New Vendor
Functional Data MigrationsInternal Data ConversionsExternal Data ConversionsInternal System Migrations
Technology / Functional Task OwnerResponsible for System Set up and Coordination with Third PartiesControl Client User setup / PermissionsResponsible for Client Reporting Data Capture and Coordination with Third Parties
Client / Vendor Relationship ManagementEngage with Existing Clients/Vendor on Efficiency Projects
Operational Process Review - Stakeholder
Resource Management And ReportingOversight and tracking of project pipeline, project leads, progress and deadlinesAssist with reporting to senior managementAssist Finance on invoicing for file maintenance and communication chargesTeam ManagementOversight, Recruitment, Training and Development.Review departmental procedures and policies and help ensure adherence to these procedures
QualificationsAbout YouDegree qualified in a business or Finance related disciple5+ years of people and resource management experience3+ years of client services within the asset management industry7+ years in the financial services industryProven interest in the financial markets and hedge fund industryProven Project Management ExperienceProven Business Analysis ExperienceProven knowledge of Listed and OTC productsCreative and innovativeClient focusProficient in Microsoft Office applicationsAttention to detailAbility to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlinesA ‘team player’ who can work well within the function to deliver a quality serviceExcellent communication and writing skillsContinuous improvementMiddle Office experience (Desirable)Project Manager Qualifications (Desirable)
Our BenefitsYour 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 embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
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