About the Team & Business Line:
Transformation Office strives to create a consistent ability to standardize and optimize our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs.
As a core member of our Transformation Office, you will be working with some of the industry’s most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.
Your Role:
• 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.
• Oversee the roll-out of large-scale business transformation initiatives within the assigned portfolio, focusing on scalable solutions that can be leveraged across products and lines of business.
• 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.
• Coordinate with cross-functional teams responsible for project delivery, process improvement, platform and technology integration ensuring alignment with overall strategic vision.
• Identify opportunities that can be used (eg. automation, standardization, simplification, and integration) to solve business obstacles and to improve the existing business processes.
• Work with clients and business to elicit, understand, and document business requirements.
• Work with clients and business to understand and document current state processes identifying gaps, risks, and pain points. Model optimal future state processes.
• Work with development teams to convert documented business requirements into technical specifications.
• Ensure future state technical designs leverage best solutions, tools and platforms available to ensure process sustainability and scalability.
• Engage with internal stakeholders to communicate the benefits and implications of transformation initiatives.
• 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.
About You:
10+ years of 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.
Business development and client relationship management experience beneficial.
Experienced in leading business transformation initiatives beneficial.
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.
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 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.
