About This Role
This Vice President role in the Institutional Services team is for a professional who will proactively manage client relationships for a diverse portfolio of asset managers, endowments, and family offices. The position requires understanding and meeting client needs by ensuring timely service deliverables and fostering long-term relationships, while working with various service teams both locally and globally.
Responsibilities
- Establish professional relationships with clients and other key internal/external parties as required
- Drive strategic communication with clients and negotiate service level agreements (SLA)
- Understand and communicate client requests with various Citco business functions, operational and support teams to promote effective internal communication
- Develop a broad understanding of Citco business lines and associated product/service propositions
- Understand the industry and regulatory environment and be sensitive to industry change and business trends, identifying new areas of growth
- Participate and assist with RFP documentation completion and facilitate presentations and demos to prospective clients
- Identify opportunities to expand existing relationships by cross-selling additional Citco products/services
- Drive the coordination of new client integrations and existing client launches
- Participate in and lead projects in connection with the continuing evolution of the business
- Monitor and manage client SLAs and operational deliverables
- Review client profitability and accounts receivables and address negative trends
- Work closely with the Operations team to identify opportunities for process improvements and system development with the aim of minimizing operational risk and improving efficiencies
- Review risk logs and support, coordinate and communicate incident resolution as necessary
- Lead operational due diligence reviews and client visits
- Compile periodic board reports, Key Performance Indicators (KPIs) and scorecards for clients
- Carry out periodic risk assessments and peer reviews of clients
- Actively maintain client status, commentary and client updates in internal CRM tools
- Provide training and supervision to Managers on the Client Services team
Requirements
- University degree in a relevant discipline
- 7+ years related work experience in the financial services industry, preferably within a hedge fund administrator and/or investment company
- 2+ years formal people management/leadership experience
- Proven interest in the financial markets and hedge fund industry
- Demonstrated leadership experience coupled with superior communication skills
