The role of a Client Integration Program Manager (EVP) involves leading/overseeing client integrations, conversions and strategic projects. The Program Manager is responsible for the management of virtual teams tasked with project managing client integrations/conversions and client transformations inclusive of people/technology lift outs and office/site opening/expansions. The Program Manager is responsible for managing program teams inclusive of senior project managers reporting into the program. The core skills required are having experience in leading teams for successful delivery of programs within a project management framework, demonstrating effective communication skills, having client-facing experience and understanding the financial services business.
The Program Manager may be involved in securing new business as well as manage existing client relationships and onboardings, and have a lead role in global or local initiatives interacting with other Citco global offices and technology groups.
The role of the Program Manager involves 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. The Program Manager will play an integral role in leading the team in overseeing the success of the strategic and tactical initiatives in partnership with various business units’ senior leadership teams. The Program Manager will also provide strategic leadership, ensuring the team executes programs in a standardized, risk-adverse manner, providing Management Information Reporting for initiatives as well as marketing the team and identifying opportunities to expand the team’s scope and improve processes and frameworks.
About Citco
Since the 1940s Citco has provided specialist financial services to alternative investment funds, investors, multinationals and private clients worldwide. With over 6,000 employees in 45 countries we pioneer innovative solutions that meet our clients’ evolving needs, and deliver exceptional service.
Our continuous investment in learning means our people are among the best in the industry. And our corporate social responsibility programs provide meaningful and fulfilling work in the community.
A career at Citco isn’t just a job – it’s an opportunity to excel in an environment that genuinely supports your personal and professional development.
Responsibilities
Project Manage
- New Client/Fund/Launches/Conversions/Transformations
- 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.
- Lead departmental, company-wide projects and strategic initiatives.
- Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
- Lead execution of multiple concurrent programs of projects end to end.
Administrative Reporting
- Tracking of projects, progress, status and deadlines
- Actively manage operational risk – monthly reporting on status reports and key development issues to external clients and executive management team.
- Ensure fluid execution and strategy for work forecasting and allocation
Management
- 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
- Determine staffing and budgetary requirements for the team.
Sales Preparation
- Participate in marketing and sales pitches; effectively demonstrate and communicate Citco’s workflows, best practices and technologies
- Request for proposal/information assistance
- Stakeholder in the development of new clients/business
- Leverage existing client relationship to secure new business, offering our products and services
About You:
- Degree qualified or related professional qualification
- Program Management Track Record
- Accounting & Investment Operations
- Relationship Management
- Financial services industry
- Private markets/Alternatives Fund Administration
- Strong sense of ownership and accountability of work product
- Creative and innovative
Experiences
- 10+ years of program or transformation delivery experience, including governance of complex client-facing initiatives.
- 5+ years of people and resource management experience
- 10+ years in the financial services industry
