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Executive Vice President, Client Integration Program Manager - San Francisco California
Company: The Citco Group Limited
Location: San Francisco, California
Posted On: 01/26/2025
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 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.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 Client Integration 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:The role of an Executive Vice President (EVP) Client Integration Program Manager involves leading/overseeing client integrations, conversions, and strategic projects. The incumbent is responsible for the management of virtual teams tasked with project managing client integrations/conversions, and client transformations inclusive of people/technology. The Program Manager is responsible for managing program teams inclusive of senior project managers reporting into the program. The Program Manager may be involved in securing new business as well as managing existing client relationships and onboardings, and will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups.Core Responsibilities: Project Management: - New Client/Fund/Launches/Conversions
- 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
- Lead departmental, company-wide projects and strategic initiatives
- Identify issues/concerns and recommend company-wide solutions for any/all high-risk projects
- Lead execution of multiple concurrent programs of projects end to end
- Administrative Reporting:
- 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
- Management:
- Management of virtual teams
- Pipeline/Project/Resourcing management
- Oversight of Recruitment, Training and Development of staff
- Review departmental procedures and policies and help ensure adherence to these procedures
- Determine staffing and budgetary requirements for the team
- 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 relationships to secure new business, offering our products and servicesAbout You:
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