Executive Vice President Client Transformation Program Manager

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.

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 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

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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