The posting
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 Senior Vice President within Private Assets team, you will act as a Relationship Manager for a portfolio of Private Assets clients and will be responsible for driving long-term client satisfaction, retention, profitability, and strategic growth. You will be expected to develop a deep understanding of each client’s business model, operating priorities, service expectations, and key pain points, and translate these into clear relationship plans and service strategies.
Key Responsibilities:
Client Relationship Management
- Act as a Relationship Manager for a portfolio of Private Assets clients, with accountability for client satisfaction, retention, relationship health, and service strategy.
- Establish and maintain trusted relationships with C-suite, senior finance, operations, investor relations, and other key client stakeholders.
- Conduct regular client meetings, health checks, relationship reviews, client surveys, strategic service discussions and client visits/onsite meetings.
- Prepare and deliver value-added relationship materials, including service review materials, administrator reports, KPI packs and client meeting presentations.
- Review client relationship ratings on an ongoing basis and coordinate action plans with internal teams where improvement areas are identified.
- Act as an escalation point for client concerns, service issues, SLA exceptions, and other complex ad hoc matters
Commercial Ownership and Revenue Growth
- Partner with Business Development and senior management on new business opportunities, cross-selling initiatives, client pitches, RFPs, and strategic client expansion.
- Identify cross-selling opportunities across existing client relationships, including additional services, systems, reporting solutions, and product capabilities.
- Develop a broad understanding of Citco’s business lines, service propositions, key differentiators, and value proposition relative to competitors.
- Review client profitability and identify opportunities to enhance revenue, improve margins and reduce scope drift.
- Prepare and review client revenue forecasts, annual budgets, revenue accruals, WIP, receivables, and billing follow-ups
Service Level Management
- Oversee the delivery of client service review materials, KPI reporting, and service performance updates.
- Lead or support board reporting processes.
- Submit and track Client Lifecycle Management requests, client outreach, onboarding documentation, and related escalations.
- Ensure client deliverables, SLA metrics, service issues, action points, and client commitments are tracked and communicated effectively.
- Coordinate due diligence questionnaire processes, including investor, manager, AIFM, and third-party DDQs where applicable.
- Participate in investor due diligence calls, operational due diligence reviews, onsite visits, and related client or investor discussions.
- Review and assess risks associated with current and prospective client relationships, including service complexity, non-standard practices, manual workarounds, high-risk deliverables, and recurring issues.
- Partner with senior management and internal functions to align client strategy, service priorities, risk management, and commercial objectives.
Team Management
- Lead, coach, and develop Client Services Relationship Managers and supporting team members.
- Work with individual team members on goals, development plans, performance expectations, skills gaps, and training needs.
- Ensure new RMs are appropriately trained, supported, and mentored
About You:
- Degree qualified in Accounting or Finance related area and/or studying for a professional accounting qualification
- With 10+ years of experience in Private Assets, fund administration, client services, relationship management or a related financial services role
- 8+ years of experience in managing a team
- Excellent analytical, problem-solving skills with high degree of attention to detail
- Strong interpersonal, communication and presentation skills
- Ability to multi-task and effectively manage time
- Ability to work under pressure in a high demand environment
- Proficient in Microsoft Applications (Word, Excel, PowerPoint etc.)
- Experience with Salesforce and working knowledge of various AI tools advantageous
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 as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection
