Citco US | Executive Vice President, Client Services - Private Assets

Responsibilities

• As a core member of our Client Service team, you will collaborate with some of the industry’s most experienced professionals, helping to deliver exceptional results and build trusted relationships with clients across various sectors..
• The position is based in New York and will support clients across locations.
• The successful candidate will play a key role in supporting Citco’s continued growth by leading Client Service from New York and supporting sophisticated, high-profile private assets clients across locations.
• Lead the Client Service relationship for a portfolio of sophisticated private assets clients, acting as a trusted advisor and the client’s senior representative within Citco.
• Build strong relationships with C-suite executives, key decision-makers, and influencers, developing a clear understanding of their priorities, professional backgrounds, and long-term objectives.
• Develop a comprehensive understanding of each client’s fund structures, related entities, investment strategy, operating infrastructure, service providers, challenges, and short- and long-term business plans.
• Establish and execute a formal client communication strategy, including regular executive-level meetings, service reviews, and ongoing relationship touchpoints.
• Develop and maintain internal and external KPI reporting, identify service trends, and drive timely action to enhance delivery and client satisfaction.
• Oversee the resolution of complex client issues, ensuring clear ownership, effective escalation, and consistent communication through resolution.
• Partner with integration teams to coordinate new client onboarding, existing client launches, transitions, and operating-model design.
• Ensure clients are familiar with Citco’s systems, processes, outputs, product developments, and service enhancements through appropriate training and strategic engagement.
• Identify opportunities to deepen existing partnerships and increase client wallet share by connecting client needs with relevant Citco products and services.
• Support business development activities for existing clients, including opportunity assessment, RFPs, marketing pitches, and client presentations in partnership with Business Development and senior management.
• Own and review client profitability, monitor gross margins against approved budgets, explain variances, and lead actions to address negative trends.
• Prepare local and global presentations and reports on client relationships, service performance, commercial matters, risks, and strategic priorities as required.
• Lead, mentor, and develop Client Service team members, setting clear priorities and fostering a high-performing, collaborative, and client-centric culture.
• Manage staffing requirements across the area of responsibility, including hiring, coaching, development, and succession planning.
• Develop and implement best-practice standards, improve processes and efficiencies, and contribute to projects supporting the continued evolution and growth of the business.
• Maintain compliance with applicable regulatory requirements and internal and external audit expectations, and ensure appropriate business continuity plans are documented for areas of responsibility.
• Negotiate and oversee service level agreements in collaboration with the appropriate Operations teams, and ensure services are delivered in accordance with agreed KPIs, SLAs, and governing fund documents.

Requirements

• Demonstrated success managing complex client relationships in the fund services or alternative investment industry, including executive-level stakeholder engagement.
• Strong working knowledge of private assets fund accounting, fund structures, and related operational processes, with the ability to understand and discuss client issues effectively in a Client Service capacity.
• Familiarity with US Generally Accepted Accounting Principles and other relevant bases of accounting; knowledge of waterfall structures, modeling, and calculations is desirable.
• Strong leadership and supervisory experience, with a proven ability to lead teams, set priorities, and develop high-performing talent.
• Strong project-management and organizational skills, with attention to detail and the ability to manage multiple priorities.
• Excellent written and verbal communication skills, with the judgment and presence to engage credibly with clients and senior stakeholders.
• Strong proficiency in Microsoft Office applications, including Excel.

Citco

Founded in 1948 by A.A.G. Smeets, Citco first worked for private clients and multinational companies in the years after the Second World War, and launched its fund administration business in 1968. The group, whose parent company is The Citco Group Limited, has been majority independently owned since its start. It now serves alternative asset managers, asset owners, investors, banks and corporates with fund administration, middle office, banking, tax and regulatory, corporate secretarial and entity management services.

• Industry: Asset servicing for the alternative investment industry: fund administration, middle office, banking, tax and corporate services
• Headquarters: The Citco Group Limited, a privately held group with offices worldwide