Job DescriptionAbout the Role: We are seeking an experienced and innovative Vice President to join our Client Experience Platform team, with a strong focus on Private Assets and Real Assets. This leadership position will be crucial in implementing and delivering digital workflow solutions that enhance our clients' web experience across the CitcoOne platform, specifically for Private Equity, Real Estate Funds, and other Private Asset classes.
Working closely with the Senior Vice President of Client Experience Platform, this role will transform traditional client interactions into seamless digital experiences tailored to the unique complexities of Private Assets and Real Assets products, while maintaining consistency across other business lines such as Hedge Funds and Fund of Funds.
This role combines deep understanding of private asset client workflows with digital transformation expertise to create efficient, user-friendly solutions that streamline interactions and improve operational efficiency. The VP will collaborate with business stakeholders and technical teams to design and implement digital workflow opportunities that elevate the client experience for institutional investors and private asset managers.
This position reports to the Senior Vice President of Client Experience Platform.
ResponsibilitiesYour Role:- Lead digitization initiatives across client workflows with a strong emphasis on Private Equity and Real Assets processes.
- Design and oversee end-to-end digital solutions for client approvals, queries, and deliverables specific to private asset structures.
- Collaborate with business units to map current private asset processes and design improved digital workflows.
- Partner with technical teams to ensure successful implementation of solutions that address complex private asset requirements.
- Ensure consistency in platform development and user experience across all asset classes, with priority on Private Assets and Real Assets.
- Drive adoption of digital solutions through effective change management and client engagement strategies.
- Develop and maintain documentation of workflow processes and requirements for private asset operations.
- Monitor and analyze effectiveness of implemented solutions using metrics and client feedback from private asset managers.
- Identify opportunities for automation and efficiency improvements in private asset servicing workflows.
- Work closely with the SVP to align workflow initiatives with overall platform strategy for Private Assets.
- Serve as a product expert and advocate for CitcoOne users, ensuring private asset clients' needs are met.
QualificationsAbout You:- 7+ years of experience in digital transformation, workflow automation, or similar roles within financial services, with specific exposure to Private Assets and Real Assets.
- Proven track record of implementing digital workflow solutions for Private Equity, Real Estate Funds, or other private asset classes.
- Strong understanding of business process management and workflow optimization for complex private asset structures.
- Experience with client-facing applications and user experience design tailored to institutional investors and private asset managers.
- Deep knowledge of financial services operations, particularly private asset servicing and client service processes.
- Strong project management skills with experience in agile methodologies.
- Excellent analytical and problem-solving abilities.
- Outstanding communication skills with ability to influence stakeholders at all levels.
- Experience in gathering and documenting business requirements for private asset workflows.
- Bachelor's degree required; relevant advanced degree preferred.
- Ability to travel as needed to meet with clients and team members globally.
Salary Range: CAD 115,000 - 155,000
- This position is for an existing vacancy
Our BenefitsYour 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.
