Senior Vice President - Client Service Private Equity

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $2.4 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 www.citco.com 

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 Services – Private Assets 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:

Serve as the Client Service Manager for several strategic client relationships inclusive of fund managers investing in Private Equity, Private Credit and Infrastructure.  The ideal candidate will have hands-on, Private Asset specific expertise and have demonstrated capabilities in managing the administrative function of multiple private equity funds and/or in managing client service relationships associated with alternative asset investment managers and investors. 

Client Relationship Management

• Maintain and enhance client relationships by monitoring and developing client service level agreements providing full service/product offering 
• Leverage existing client relationships to secure new business and assist in offering Citco's products and services 
• Act as client representative within the organization and oversee internal communications with various business lines, operational teams, and support teams 
• Visit clients regularly to evaluate service quality and identify client priorities 
• Establish formal communication strategy with clients, including quarterly meetings and monthly calls 
• Communicate updates regarding Citco's developments, system enhancements, and product improvements to clients

Issue Resolution & Escalation Management 

• Serve as point of escalation where Fund Accounting, Investor Relations or ancillary deliverables are at risk, managing expectations and communications with client and internal management 
• Oversee resolution of complex client issues in partnership with internal departments 
• Ensure strong emphasis on escalation and complaints management within the team and individual departments 
• Identify issues/concerns and recommend company-wide solutions for high risk projects

Business Development & Strategic Planning 

• Identify new areas of growth by understanding industry and regulatory environment while being sensitive to industry changes and business trends 
• Assist in coordination of new client integrations and existing client launches 
• Review client profitability and create business plans with actions and timelines to improve results, presenting to leadership and tracking quarterly progress 
• Develop Key Performance Indicators (KPIs) for both internal use and external dissemination

Team Management & Operations 

• Manage, train, and coach assigned team members in successful implementation of their goals 
• Review departmental procedures and policies and ensure adherence 
• Manage and oversee staffing requirements 
• Ensure fluid execution and strategy for work forecasting and allocation

Risk Management & Reporting 

• Ensure continuous risk assessment of current and potential new funds under administration 
• Actively manage operational risk through monthly reporting on status reports and key development issues to external clients and executive management team 
• Regularly update CRM system on weekly basis to reflect pertinent client activities 
• Actively participate in departmental and company-wide projects

Internal Coordination

• Liaise internally with key functional departmental RMs to ensure awareness of all key client requirements

About You:

• Degree in Business Administration, Accounting, Finance or related discipline.
• 7-10 years’ experience in Financial Services, preferably with direct exposure to Fund Accounting and/or Product Control and Operations environments
• 5-7 years’ of directly managing client relationships, existing, new & prospective
• 5-7 years’ experience managing a team, building and retaining organizational talent and leading organization and resource management activities
• Knowledge of private equity/private credit fund structures, fund types, and asset operations, familiarity with accounting rules and standards
• Excellent interpersonal skills to generate new client relationships and build networks
• Strategic thinker to make operational decisions and to navigate complexity
• Problem solver, positive attitude, be curious as to how processes can be improved
• Analytical mindset to assess quality and risks
• Motivation to drive for result

Our Benefits

Your wellbeing 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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