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The Citco Group Limited · 5 hours ago

Private Equity Client Onboarding Transformation Office - EVP

Dallas, TX

Full-time

Onsite

Director/Executive

10+ years exp

The Citco Group Limited is a leading provider of financial services, and they are seeking an Executive Vice President for their Transformation Office. The role involves leading client integrations and strategic projects, managing virtual teams, and ensuring successful delivery of programs within a project management framework.

FinanceFinancial Services

Responsibilities

Developing and implementing transformation strategies

Managing complex, cross-functional programs

Setting and tracking program milestones and KPIs

Coordinating with senior leadership and key stakeholders

Leading change management and communication efforts

Building and maintaining relationships across business units

Overseeing program budgets and resources

Managing risks and dependencies

Ensuring alignment with business objectives

Driving continuous improvement initiatives

Leading digital transformation initiatives

Modernizing business processes

Implementing new systems, processes and technologies

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

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

Qualification

Program ManagementClient Relationship ManagementFinancial Services KnowledgeBusiness AnalysisDigital TransformationStakeholder ManagementRisk ManagementStrategic PlanningContinuous ImprovementEffective Communication

Required

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

Benefits

A range of benefits

Training and education support

Flexible working arrangements

Company

The Citco Group Limited

Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry.

Founded in 1998

Grand Cayman, Midland, CYM

5001-10000 employees