Client Integration Vice President
in Halifax Regional Municipality, NS

Halifax Regional Municipality, NS
Full-time - Permanent
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Competition Number: orNYhfwd

Client Integration Vice President

Halifax, Canada

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs.

For more information about Citco, please visit

About the Team & Business Line:

Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

As a core member of our Fund Accounting team, you will be 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.

Your Role:

  • You will lead/oversee client integrations, conversions and strategic projects.
  • You will be responsible for assisting in the management of virtual teams tasked with project managing client integrations/conversions, services delivery changes and sales support. The integration team is the central point of contact for the client both technical and support during onboarding.
  • You will be involved with dealing with the senior management of all the organizations that interact with Citco Fund Services.
  • You will participate in marketing and sales pitches; effectively demonstrate and communicate Citco's workflows, best practices and technologies
  • You will provide sales with assistance on Request For Proposals (RFP)
  • You will be involved with AA / SLA negotiation
  • You will be involved with new client launches/conversions and new Business Existing Client (NBEC) launches
  • You will assist with onboarding of Ancillary services
  • You will coordinate with all relevant teams to ensure internal workflows will meet client needs
  • You will coordinate with internal and external stakeholders to ensure all necessary data is captured for client reporting and calculation models
  • You will oversee and manage strategic initiatives within the Client Integration team
  • You will oversee major SLA changes
  • You will be involved with process Improvements
  • You will manage virtual teams

About You:

  • You will have strong knowledge of the financial services industry, its products and practices and a strong interest in further development and learning
  • You must have a minimum of a bachelor's degree in either of the following or related fields: Accounting, Finance, Mathematics or Economics; CPA or CFA preferred
  • You have 4+ years of project management experience
  • You have 4+ years of client services within the asset management industry
  • You have 2+ years of people and resource management experience
  • You have the ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
  • You have a strong sense of ownership and accountability of work product
  • You have proficiency knowledge in Microsoft Programs (Excel, Word, Powerpoint)

Our Benefits

Your well being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation's evolving diversity in the people we hire, and the culture we create in our organization.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

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