Senior Vice President, Investor Relations Operations –Registered Transfer Agency
Kansas City
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 Citco’s core business, and our registered fund and accounting service is one of key focus areas for expanding our offering into the rapidly growing retail alternative products space. 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 Retail Alternative Transfer Agent – Registered Funds team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.
Your Role:
- Act as a strategic leader to partner in developing and driving the build of Citco’s Retail Alternative Transfer Agency.
- Lead employee engagement and development initiatives on behalf of your clients or to improve overall Citco service offering.
- Oversee a team responsible for the client relationships of a group of Retail Alternative asset management clients. Your team will oversee all facets of the services delivered to the client by the Citco Retail Alternative Transfer Agency.
- Work with various teams throughout Citco to ensure services for your clients are completed and meet the expectations outlined for each client. The transfer agent will provide full-service support including:
-Investor Contact Center
-Investor transaction processing group
-Reconciliation and Money Movement Activities
-Compliance and Regulatory
-Reconciliation and Treasury Services
-Tax
- Assist with recruitment, employee assessments, and business planning.
- Monitor and manage Risk and Performance Dashboards across clients.
- Implement global standards for work processes and ensure ongoing monitoring of control environment.
- Develop, maintain and validate clear department operational procedures and guidelines.
- Implement and oversee the business solutions for Investor Relations within the registered market.
- Review and implement technology solutions to create automation and best-in-class solutions for our Registered Alternative Product clients.
About You:
- 10+ years’ experience in Financial Services, leading a registered fund Transfer Agency Group with a focus on the technology and automation of back-office functions.
- Bachelor’s and/or master’s level degree.
- Experience in support of Retail Alternative Products, while not essential, is preferable.
- You are recognized for your thoughtful leadership and passion in employee engagement and retention, professional development and dedication to best in class operational delivery for a diverse client base.
- Demonstrated success influencing change and embracing a collaborative nature to drive people and business results.
- Proven experience managing a large team and exposure to systems implementations and workflow process initiatives.
- Experience in building and developing a team from hiring, training and mentoring.
- Assist with business development and support of the sales and marketing of Citco Retail Alternative Fund Services to potential clients.
- Solid understanding of Anti Money Laundering Requirements of local Regulator and Bank Policy and excellent awareness of Fraud prevention, Compliance requirements, and operational risk areas.
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.
