Client Solutions EVP

CITCON

Core member of Transformation Office at Citco delivering effective and efficient solutions. Collaborating with expert professionals to optimize client servicing needs and business transformation strategies.

Posted 6/17/2026full-timeNew York City • New York • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Work closely with clients and business to assess client fund servicing needs, design target operating models and identify technology solutions best suited to meet client needs.
Work directly with Business Development to play an active role in client pitches by effectively demonstrating and communicating Transformations Office’s expertise, best practices and technological solutions.
Demonstrate a client-driven approach at all times, fostering long-term relationships with clients and prospects throughout the sales and onboarding process.
Design & implement strategic client transformation engagements by actively collaborating with the client & the wider Citco business.
Provide subject matter expertise and deep product knowledge within your specialized area(s) (eg. Private Markets, Real Assets, Hedge, IR, Treasury, Middle Office etc)
Act as a liaison between line of business and global Transformation Office, partnering with line of business leadership to contribute to line of business strategy.
Work closely with Business Analysts and broader project and business teams to guide, teach, and impart specialized knowledge.
Assist with business requirements’ sign-off, testing, and development sign-off for initiatives in your specialized area.
Collaborate with leadership to identify and prioritize key areas for transformation, ensuring a strategic and cohesive approach translating business strategies and goals into executable projects.
Collaborate with leadership to drive strategic direction of the Transformation Office shaping business decisions, and driving growth and revenue
Engage with internal stakeholders to communicate the benefits and implications of transformation initiatives.
Assist with the development of on-boarding and transition plans for new client integration.
Highlight areas of risk, contribute to meetings and overall project reporting via the project manager.
Maintain a proactive approach to staying up-to-date on industry changes and technology advancements.
Lead and mentor junior team members to foster a culture of innovation, collaboration, and continuous improvement with Transformation Office.

Requirements

What you’ll need

15+ years of financial services industry experience.
Professional Certificate, Bachelor, Master level degree.
Client facing experience in financial service industry essential.
Strong knowledge of alternatives fund structures, fund types, and asset operations, and familiarity with investment accounting rules and standards essential.
Experience across multiple products or asset classes preferred.
Business development and client relationship management experience preferred.
Experience in leading business transformation initiatives preferred.
Strong understanding of technology trends and their application in industry.
Strategic mindset with the ability to translate business goals into actionable plans.
Excellent leadership and team management skills.
Exceptional communication and interpersonal skills.
Ability to be creative and innovative.
Ability to influence and persuade.

Benefits

Comp & perks

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 recognize 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.

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial servicesalternatives fund structuresfund typesasset operationsinvestment accounting rulesbusiness transformation initiativesclient relationship managementbusiness developmenttechnology trendsstrategic planning

Soft Skills

leadershipteam managementcommunicationinterpersonal skillscreativityinnovationinfluencepersuasionclient-driven approachcollaboration

Certifications

Professional CertificateBachelor's degreeMaster's degree