Citco GSGS
Private Equity Client Onboarding Transformation Office - EVP
Citco GSGS, Dallas, Texas, United States, 75215
About the Team & Business Line:
Transformation Office strives to create a consistent ability to standardize and optimize our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs.
As a core member of our Transformation Office, you will be working with some of the industry’s most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.
Qualifications
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 Program and Project Management experience
Proven knowledge of Private Equity, Real Assets, and Credit fund administration
Proven Business Analysis experience
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 embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection
Responsibilities Join us in our new location, Dallas, Texas
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 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.
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.
Strategic Planning & Execution
Developing and implementing transformation strategies
Managing complex, cross‑functional programs
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
Leading digital transformation initiatives
Modernizing business processes
Implementing new systems, processes and technologies
Project Management
Coordinate with all relevant teams to ensure internal will meet client needs and they capture all unique sets of 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
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
#J-18808-Ljbffr
As a core member of our Transformation Office, you will be working with some of the industry’s most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.
Qualifications
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 Program and Project Management experience
Proven knowledge of Private Equity, Real Assets, and Credit fund administration
Proven Business Analysis experience
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 embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection
Responsibilities Join us in our new location, Dallas, Texas
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 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.
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.
Strategic Planning & Execution
Developing and implementing transformation strategies
Managing complex, cross‑functional programs
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
Leading digital transformation initiatives
Modernizing business processes
Implementing new systems, processes and technologies
Project Management
Coordinate with all relevant teams to ensure internal will meet client needs and they capture all unique sets of 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
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
#J-18808-Ljbffr