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:
Fund Administration is Citcos core business, and our alternative asset and accounting service is one of the industrys most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.
As a core member of our Client Services - Private Assets team, you will be working with some of the industrys most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.
About You:
Salary range: USD $150,000-220,000
Our Benefits
Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.
At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know.
As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.
Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.
Your Role:
Strategic Relationship Management
Key Personnel
Cultivate connections with C-suite executives. Gain insight into their professional history and achievements. Recognize key decision-makers and influencers. Foster personal relationships.
Client Infrastructure
Assess the extent of infrastructure investments made by the client. Familiarize yourself with their other service providers and vendors, and identify their existing challenges.
Fund Structure and Strategy
Understand the fund structure and related entities. Understand investment strategy and short- and long-term business vision.
Sales / Client Integration
New Sales Existing Clients
Identify & investigate opportunities to strengthen existing partnerships by advocating for the inclusion of more CITCO products and services.
Client On-boarding
Assist in the coordination of new client integrations and existing client launches.
Client Training
Ensure clients are familiar with CITCO systems, processes, and outputs.
Client Service Level Management
Service Level Agreement
Negotiate Service Level Agreements (SLAs) with the client in accordance with the service proposal, collaborating closely with the appropriate Operations Team.
Communication Strategy
Establish a formal communication strategy format with the client, which may include quarterly meetings, usually in person, along with monthly calls. The Relationship Manager will be tasked with implementing this communication strategy.
Communicate updates regarding Citco''s developments, system enhancements, and product improvements to clients.
Client Liaison
Act as the client''s representative within the organization and oversee internal communications with various business lines, operational teams, and support teams.
KPI Reporting
Develop Key Performance Indicators (KPIs) for both internal use and external dissemination.
Internal Reporting
Prepare local and global presentations/ reports as required on client relationships
Client P & L
Profitability Reviews
Review profitability of client accounts and address negative trends.
Additional Responsibilities:
Your Role:
Strategic Relationship Management
Key Personnel
Cultivate connections with C-suite executives. Gain insight into their professional history and achievements. Recognize key decision-makers and influencers. Foster personal relationships.
Client Infrastructure
Assess the extent of infrastructure investments made by the client. Familiarize yourself with their other service providers and vendors, and identify their existing challenges.
Fund Structure and Strategy
Understand the fund structure and related entities. Understand investment strategy and short- and long-term business vision.
Sales / Client Integration
New Sales Existing Clients
Identify & investigate opportunities to strengthen existing partnerships by advocating for the inclusion of more CITCO products and services.
Client On-boarding
Assist in the coordination of new client integrations and existing client launches.
Client Training
Ensure clients are familiar with CITCO systems, processes, and outputs.
Client Service Level Management
Service Level Agreement
Negotiate Service Level Agreements (SLAs) with the client in accordance with the service proposal, collaborating closely with the appropriate Operations Team.
Communication Strategy
Establish a formal communication strategy format with the client, which may include quarterly meetings, usually in person, along with monthly calls. The Relationship Manager will be tasked with implementing this communication strategy.
Communicate updates regarding Citco''s developments, system enhancements, and product improvements to clients.
Client Liaison
Act as the client''s representative within the organization and oversee internal communications with various business lines, operational teams, and support teams.
KPI Reporting
Develop Key Performance Indicators (KPIs) for both internal use and external dissemination.
Internal Reporting
Prepare local and global presentations/ reports as required on client relationships
Client P & L
Profitability Reviews
Review profitability of client accounts and address negative trends.
Additional Responsibilities: