WSS Associates
Executive Vice President, Client Transformation Program
WSS Associates, Dallas, Texas, United States, 75215
Executive Vice President, Client Transformation Program
This range is provided by WSS Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $275,000.00/yr - $325,000.00/yr
About the Team & Business Line: Fund Administration is our client's core business, and their alternative asset and accounting service is one of the industry’s most respected. Their continuous investment in learning and technology solutions means their people are equipped to deliver a seamless client experience. As a core member of the Client Transformation team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that clients can depend upon.
Your Role: The role of an Executive Vice President (EVP) Client Transformation Program Manager involves leading/overseeing client integrations, conversions, and strategic projects. The incumbent is responsible for leading and the management of virtual teams tasked with project managing client transformations across operating models, digital, data, regulatory & compliance and technology. The Program Manager may be involved in securing new business as well as manage existing client relationships and implementations, will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups.
The program manager also coordinates with senior leadership and various business units’ senior leadership teams, ensures the team executes programs in a standardized, risk‑adverse manner, provides Management Information Reporting, and identifies opportunities to expand scope and improve processes and frameworks.
The core skills required are experience in leading teams for successful delivery of programs within a project management framework, effective communication skills, client‑facing experience and understanding of the financial services business.
Strategic Planning & Execution
Developing and implementing transformation strategies
Setting and tracking program milestones and KPIs
Stakeholder Management
Coordinating with senior leadership and key stakeholders
Leading change management and communication efforts
Building and maintaining relationships across business units
Delivery & Operations
Overseeing program budgets and resources
Managing risks and dependencies
Ensuring alignment with business objectives
Driving continuous improvement initiatives
Technology & Process
Implementing new systems, processes and technologies
Project Management
Coordinate with all relevant teams to ensure internal deliverables meet client needs and capture unique requirements
Coordinate with both internal and external stakeholders to ensure the project scope is documented, agreed and completed at planning phases
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
Participate in marketing and sales pitches; effectively demonstrate and communicate workflows, best practices and technologies
Stakeholder in the development of new clients/business
Leverage existing client relationship to secure new business, offering our products and services
About You:
You have a related degree or related professional qualification
5+ years’ experience in accounting operations and relationship management
10+ years’ experience in the financial industry and in an external client-facing role
10+ years’ experience in Program and Project Management
Proven knowledge of Private Equity, Real Assets, and Credit fund administration
Proven Business Analysis experience
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Base pay range $275,000.00/yr - $325,000.00/yr
About the Team & Business Line: Fund Administration is our client's core business, and their alternative asset and accounting service is one of the industry’s most respected. Their continuous investment in learning and technology solutions means their people are equipped to deliver a seamless client experience. As a core member of the Client Transformation team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that clients can depend upon.
Your Role: The role of an Executive Vice President (EVP) Client Transformation Program Manager involves leading/overseeing client integrations, conversions, and strategic projects. The incumbent is responsible for leading and the management of virtual teams tasked with project managing client transformations across operating models, digital, data, regulatory & compliance and technology. The Program Manager may be involved in securing new business as well as manage existing client relationships and implementations, will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups.
The program manager also coordinates with senior leadership and various business units’ senior leadership teams, ensures the team executes programs in a standardized, risk‑adverse manner, provides Management Information Reporting, and identifies opportunities to expand scope and improve processes and frameworks.
The core skills required are experience in leading teams for successful delivery of programs within a project management framework, effective communication skills, client‑facing experience and understanding of the financial services business.
Strategic Planning & Execution
Developing and implementing transformation strategies
Setting and tracking program milestones and KPIs
Stakeholder Management
Coordinating with senior leadership and key stakeholders
Leading change management and communication efforts
Building and maintaining relationships across business units
Delivery & Operations
Overseeing program budgets and resources
Managing risks and dependencies
Ensuring alignment with business objectives
Driving continuous improvement initiatives
Technology & Process
Implementing new systems, processes and technologies
Project Management
Coordinate with all relevant teams to ensure internal deliverables meet client needs and capture unique requirements
Coordinate with both internal and external stakeholders to ensure the project scope is documented, agreed and completed at planning phases
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
Participate in marketing and sales pitches; effectively demonstrate and communicate workflows, best practices and technologies
Stakeholder in the development of new clients/business
Leverage existing client relationship to secure new business, offering our products and services
About You:
You have a related degree or related professional qualification
5+ years’ experience in accounting operations and relationship management
10+ years’ experience in the financial industry and in an external client-facing role
10+ years’ experience in Program and Project Management
Proven knowledge of Private Equity, Real Assets, and Credit fund administration
Proven Business Analysis experience
#J-18808-Ljbffr