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Added 44 mins ago
retail sales manager
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Full-time
…example: flexible or reduced work hours, part time employment, project-based or seasonal work,…
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The Citco Group Limited

Assistant Vice President, Client Integration

NS, Canada
NS, Canada, Canada

Job type: Full-time
Experience: 2+ years of people and resource management experience
Posting language: English
Posted: Sep 25, 2026

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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 Client Integration Manager involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Manager 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 role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Manager role is part of a global onboarding team and may be required to support multiple time zones during large project.

Responsibilities

Your Role:

Sales Preparation:

Booking Sample Portfolios for Pitches Request for proposal/information assistance Direct source of information to Business Development on Vendors/Conversion/Interfaces

Project Manage / Functional Task Owner 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
Operational Process Review - Stakeholder

Administrative Reporting Tracking of projects, progress, status and deadlines MIS Reporting

Finance Stakeholder for Invoicing for Communications & Connectivity Charges

Management Team Management Pipeline/Project/Resourcing Management Oversight, Recruitment, Training and Development

Qualifications

About You:

Degree qualified in a business or Finance related disciple
2+ years of people and resource management experience
3+ years of client services within the asset management industry
5-6 years in the financial services industry
Proven interest in the financial markets and hedge fund industry
Proven Project Management Experience
Proven Business Analysis Experience
Working knowledge of Listed and OTC products
Must be creative and innovative with a client focus
Proficient in Microsoft Office applications
Attention to detail
A ‘team player’ who can work well within the function to deliver a quality service
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

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More about this job

Responsibilities

The Assistant Vice President will lead large-scale client integration projects and manage virtual teams to ensure efficient service delivery. They are responsible for overseeing system setups, data migrations, and maintaining strong relationships with clients and vendors.

Requirements

Candidates must have a degree in business or finance, along with 5-6 years of experience in the financial services industry. Proven expertise in project management, business analysis, and people management is required, with specific knowledge of listed and OTC products.

Skills

Project management
Business analysis
Client integration
Service delivery
Sales support
Team management
Financial services
Asset management
Listed products
OTC products
Data migration
Stakeholder management
Microsoft Office
Operational process review
Communication
Risk management

Benefits

Training and education support
Flexible working arrangements

Visa sponsorship

Not detected in the job text

Keywords

Fund services
Corporate governance
Client integration
Project management
Business analysis
Asset management
Hedge fund
Listed products
OTC products
Data migration
System setup
Operational process review
Stakeholder management
Microsoft Office
Middle office
Financial services
Sales support
Vendor management
MIS reporting
Invoicing
Resource management
Recruitment
Training
Development
Risk management
Efficiency projects
Communication
Virtual teams
Onboarding
Business development

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