Position Overview
The role of a Client Integration Vice President (VP) involves leading/overseeing client integrations, conversions and strategic projects across the various Lines of Businesses. 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 and roll 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.
Main Job Functions/Tasks
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
- 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
- In partnership with the Senior Vice President and/or Executive Vice President, 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
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 President and/or Executive Vice President, 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
- Accounting experience (Desirable)
- Middle Office experience (Desirable)
- Project Manager Qualifications (Desirable)
Desirable
- Accounting experience (Desirable)
- Middle Office experience (Desirable)
- Project Manager Qualifications (Desirable)
- Relationship Management Experience (Desirable)
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