Vice President, Client Services – Institutional Services

CITCON

Vice President Client Services managing relationships for asset managers and institutions at Citco. Lead communication and service delivery for multi-asset portfolios in a growing business unit.

Posted 6/5/2026full-timeToronto • 🇨🇦 CanadaLead💰 CA$115,000 - CA$155,000 per yearWebsite

About the role

Key responsibilities & impact

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 clients’ 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 presentation and demos to prospective clients
Strong knowledge of multi-asset portfolios inclusive of fund investments.
Good grasp of Citco’s various techology platforms or the ability to learn quickly.
Familiar with duties and workflow of the various functional groups that is involved with providing administration to a multi-asset portfolio
Identify opportunities to expand existing relationship by cross-selling additional Citco products/services; Drive the coordination of new client integrations and existing client launches
Participate and lead projects in connection with the continuing evolution of the business
Monitor and manage client SLAs and operational deliverables
Review client profitability & 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, co-ordinate 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

What you’ll need

University degree in a relevant discipline with 7+ years related work experience in the financial serviced industry, preferably within a hedge fund administrator and/or investment company
2+ years formal people management/ leadership experience
A proven interest in the financial markets and hedge fund industry
Demonstrated leadership experience coupled with superior communication skills
Highly analytical with strong attributes on business processes, Accounting and allocation systems
Proficiency in Microsoft Office (advanced Excel & Powerpoint) and Outlook.

Benefits

Comp & perks

A challenging and rewarding role in an award-winning global business.
Opportunities for personal and professional career development.
Great working environment, competitive salary and benefits, and opportunities for educational support.
Be part of an industry leading global team, renowned for excellence.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysismulti-asset portfolio managementrisk assessmentprocess improvementclient relationship managementservice level agreement (SLA) managementproject managementaccounting systemsbusiness process analysiscross-selling

Soft Skills

leadershipcommunicationanalytical thinkingnegotiationclient managementteam supervisionstrategic thinkinginterpersonal skillsproblem-solvingtraining