The 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.
ResponsibilitiesSales Preparation:
Build out of sample portfolios for client pitches and demonstrations
Request for proposal/information assistance
Direct source of information to Business Development on vendors/conversion/interfaces
Stakeholder in the development of new clients/business
Project Manage / Functional Task Owner:
Actively participate in departmental and company-wide projects.
Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
Stakeholder strategic initiatives within the Client Integration team
Oversee the resolution of complex client issues
Incoming file testing
New Clients
Existing Clients New Business
Existing Clients New Asset Classes
Migrations to New Vendor
Instruct / Extract
Standard – Stakeholder / Business Analyst / Testing
Custom - Extract file development - Stakeholder / Business Analyst / Testing
Migrations to New Vendor
Functional Data Migrations:
Internal Data Conversions
External Data Conversions
Internal System Migrations
Technology / Functional Task Owner
Responsible for System Set up and Coordination with Third Parties
Control Client User setup / Permissions
Responsible for Client Reporting Data Capture and Coordination with Third Parties
Client / Vendor Relationship Management:
Engage with Existing Clients/Vendor on Efficiency Projects
Operational Process Review - Stakeholder
Resource Management and Reporting:
Oversight and tracking of project pipeline, project leads, progress and deadlines
Assist with reporting to senior management
Assist Finance on invoicing for file maintenance and communication charges
Team Management
Oversight, Recruitment, Training and Development.
Review departmental procedures and policies and help ensure adherence to these procedures
Degree qualified in a business or Finance related disciple
5+ years of people and resource management experience
3+ years of client services within the asset management industry
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
Creative and innovative
Client focus
Proficient in Microsoft Office applications
Attention to detail
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
Excellent communication and writing skills
Continuous improvement
Middle Office experience (Desirable)
Project Manager Qualifications (Desirable)
