Client Integration Manager
Job description
The SVP will be heavily involved in securing new business as well as managing existing client relationships and onboardings. They will have a lead role in global and 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.
About Citco
The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948, which led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future.
From working exclusively with hedge funds to serving all alternatives, corporations, and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we'll only maintain as we move forward, always prioritizing our performance.
So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.
Responsibilities
Sales preparation:
Participate in marketing and sales pitches; effectively demonstrate and communicate Citco's workflows, best practices, and technologies
Request for proposal and information assistance
Direct source of information to Business Development
Stakeholder in the development of new clients and business
AA / SLA negotiation
Manage requested Proof of Concepts for sales pitches
Project manage external:
New client launches and 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 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 and concerns and recommend company-wide solutions for any or 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 department
Ensure fluid execution and strategy for work forecasting and allocation
Management:
In partnership with the Executive Vice President, oversee the resolution of complex client issues
Management of virtual teams
Pipeline, project, and resourcing management
Oversight, recruitment, training, and development
Review departmental procedures and policies and help ensure adherence to these procedures
Qualifications
Qualifications
Degree qualified or related professional qualification
Experience
5+ years of project management experience
5+ years of client services within the asset management industry
5+ years of people and resource management experience
10+ years in the financial services industry
Proven interest in the financial markets and funds industry
Proven project management experience
Proven business analysis experience
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
Middle office experience
Project manager qualifications
Relationship management experience