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Job Description

Job Description

Client Integration VP

About The Role

The role of a Client Integration Vice President (VP) involves leading/overseeing client integrations, conversions and strategic projects. The Integration VP is responsible for the management of virtual project teams tasked with project managing client integrations/conversions, services delivery changes and sales support. The VP is responsible for managing a group of Assistant Vice Presidents (AVP), training and development of staff, role out of global best practice and standardization across the global Integration team. The core skills required are having experience in leading teams for successful delivery of projects within a project management framework, demonstrating effective communication skills, having client-facing experience and understanding the financial services business.

The VP will be heavily involved in securing new business as well as manage 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.

Responsibilities

Sales Preparation:

  • Participate in marketing and sales pitches; effectively demonstrate and communicate Citco’s workflows, best practices and technologies
  • Request for proposal/information assistance
  • Direct source of information to Business Development
  • Stakeholder in the development of new clients/business
  • AA / SLA negotiation
  • Manage requested Proof of Concepts for sales pitches

Project Manage External

  • 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 and they capture any unique sets of requirements.
  • Coordinate with both internal and external stakeholders to ensure the project scope is documented, agreed and completed at planning phases.
  • Major SLA changes

Project Manage Internal

  • Actively participate in departmental and company-wide projects.
  • Process Improvements
  • Oversee and manage strategic initiatives within the Client Integration team
  • Identify issues/concerns and recommend company-wide solutions for any/all high risk projects

Administrative Reporting

  • Tracking of projects, progress, status and deadlines
  • MIS Reporting
  • Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
  • Ensure strong emphasis on escalation and complaints management within the team and within the department.
  • Ensure fluid execution and strategy for work forecasting and allocation

Management

  • In partnership with the Senior Vice Presidents, oversee the resolution of complex client issues.
  • Management of virtual teams
  • Pipeline/Project/Resourcing Management
  • Oversight, Recruitment, Training and Development.
  • Review departmental procedures and policies and help ensure adherence to these procedures

Qualifications

  • Degree qualified or related professional qualification

Experiences

  • 5+ years of project management experience
  • 3+ years of client services within the asset management industry
  • 3+ years of people and resource management experience
  • 7+ years in the financial services industry
  • Proven interest in the financial markets and hedge fund industry
  • Proven Project Management Experience
  • Proven Business Analysis Experience
  • Proven knowledge of Listed and OTC products
  • Proficient in Microsoft Office applications
  • Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
  • A ‘team player’ who can work well within the function to deliver a quality service
  • Strong sense of ownership and accountability of work product
  • Creative and innovative
  • Continuous improvement

Desirable

  • Accounting experience (Desirable)
  • Middle Office experience (Desirable)
  • Project Manager Qualifications (Desirable)
  • Relationship Management Experience (Desirable)


Job Details

Role Level: Executive-Level Work Type: Full-Time
Country: United Arab Emirates City: Abu Dhabi
Company Website: http://www.citco.com Job Function: Information Technology (IT)
Company Industry/
Sector:
Financial Services

What We Offer


About the Company

Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets.A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry’s preeminent service provider, reassuring clients that their critical administration functions are in safe hands. Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions.Our DivisionsCitco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more.Governance ServicesLeveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services.Banking, Depositary & Custody ServicesCitco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms.Citco Technology ManagementThrough our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.

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