Vice President, Investor Relations Operations – Registered Transfer Agency; Corporate Actions
Listed on 2025-12-01
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Management
Business Management, Operations Manager
Vice President, Investor Relations Operations – Registered Transfer Agency (Corporate Actions)
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.
Our Retail Alternative Transfer Agent – Registered Funds team is seeking a Vice President to lead the development and growth of our registered fund and accounting service. As a core member of this team, you will work with accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.
Responsibilities- Act as a 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.
- Lead a team responsible for the client relationships and operations of a group of Retail Alternative asset management clients.
- Work with various teams throughout Citco to ensure services for your clients are completed and meet the expectations outlined for each client, including full-service support such as Investor Contact Center, Investor transaction processing group, Reconciliation and Money Movement Activities, Compliance and Regulatory, Reconciliation and Treasury Services, and 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.
- 5-10 years’ experience in Financial Services, preferably within 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.
- Recognized for 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 team and exposure to systems implementations and workflow process initiatives.
- Experience in leading individual associates, hiring and providing associate feedback and performance evaluations.
- Assist with business development and support of the sales and marketing of Citco Retail Alternative Fund Services to potential clients.
- Experience in creating automation within clerical functions including systematic controls and oversight.
Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs, including 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.
Citco is an equal opportunity employer, and we warmly welcome and encourage applications from people with disabilities. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.
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