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Added 5 mins ago
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The Citco Group Limited

Aexeo Onboarding - Vice President

Halifax, NS, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 5+ years of people and resource management experience
Posting language: English
Posted: Oct 28, 2026

Original job description

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About the Team & Business Line:

The role of an Aexeo Onboarding Vice President (VP) involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Aexeo Onboarding VP is responsible for managing virtual teams that assist clients in integrating the Citco services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. The VP is responsible for managing a group of Assistant Vice Presidents (AVP), training and development of staff, roll out of global best practice and standardization across the global Integration team.

The VP will be heavily involved in securing new business as well as managing existing client relationships and onboardings, will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups

The integration team is the central point of contact for the client both technical and support during onboarding. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services.

Responsibilities

Your Role:

Sales Preparation:

Build out of sample portfolios for client pitches and demonstrations
Request for proposal/information assistance
Direct source of information to Business Development on vendors/conversion/interfaces
Stakeholder in the development of new clients/business

Project Manage / Functional Task Owner:

Actively participate in departmental and company-wide projects.
Identify issues/concerns and recommend company-wide solutions for any/all high risk projects
Stakeholder strategic initiatives within the Client Integration team
Oversee the resolution of complex client issues
Incoming file testing
- New Clients
- Existing Clients New Business
- Existing Clients New Asset Classes
- Migrations to New Vendor
Instruct / Extract
- Standard – Stakeholder / Business Analyst / Testing
- Custom - Extract file development - Stakeholder / Business Analyst / Testing
- Migrations to New Vendor

Functional Data Migrations:

Internal Data Conversions
External Data Conversions
Internal System Migrations

Technology / Functional Task Owner

Responsible for System Set up and Coordination with Third Parties
Control Client User setup / Permissions
Responsible for Client Reporting Data Capture and Coordination with Third Parties

Client / Vendor Relationship Management:

Engage with Existing Clients/Vendor on Efficiency Projects
- Operational Process Review - Stakeholder

Resource Management and Reporting:

Oversight and tracking of project pipeline, project leads, progress and deadlines
Assist with reporting to senior management
Assist Finance on invoicing for file maintenance and communication charges
Team Management
Oversight, Recruitment, Training and Development.
Review departmental procedures and policies and help ensure adherence to these procedures

Qualifications

About You:

Degree qualified in a business or Finance related disciple
5+ years of people and resource management experience
3+ years of client services within the asset management industry
7+ years in the financial services industry
Proven interest in the financial markets and hedge fund industry
Proven Project Management Experience
Proven Business Analysis Experience
Proven knowledge of Listed and OTC products
Creative and innovative
Client focus
Proficient in Microsoft Office applications
Attention to detail
Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
A ‘team player’ who can work well within the function to deliver a quality service
Excellent communication and writing skills
Continuous improvement
Middle Office experience (Desirable)
Project Manager Qualifications (Desirable)

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, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

Apply About employer

More about this job

Responsibilities

The Vice President will lead client onboarding projects, manage virtual teams, and oversee service delivery and sales support. They are responsible for staff development, implementing global best practices, and maintaining relationships with senior management at client organizations.

Requirements

Candidates must have a business or finance-related degree, at least 7 years of experience in financial services, and 5 years of people management experience. Proven expertise in project management, business analysis, and knowledge of listed and OTC products is required.

Skills

Project management
Business analysis
People management
Resource management
Client services
Asset management
Financial services
Hedge fund industry
Listed products
OTC products
Microsoft Office
Communication skills
Stakeholder management
Data migration
Operational process review
Team leadership

Benefits

Training and education support
Flexible working arrangements

Visa sponsorship

Not detected in the job text

Keywords

Fund services
Corporate governance
Client integration
Service delivery
Sales support
Information systems
Risk management
Business development
Project management
Business analysis
Data migration
System setup
Client reporting
Vendor relationship management
Operational process review
Resource management
Financial markets
Hedge fund
Listed products
OTC products
Middle office
Microsoft Office
Stakeholder management
Team leadership
Recruitment
Training and development

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