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Client Integration – Aexeo Onboarding Assistant Vice President
@ The Citco Group Limited
Halifax, Nova Scotia
Overview
The Citco Group Limited is hiring an Assistant Vice President for Client Integration on Aexeo onboarding, a full-time role leading virtual teams that integrate Citco fund services into client environments. The work covers project management, systems setup, client and vendor relationships and team management across time zones.
Responsibilities:
- Lead client integration and onboarding projects
- Manage virtual teams across multiple time zones
- Oversee data migrations and system setup with third parties
- Support sales with sample portfolios and RFP information
- Track project progress, deadlines and MIS reporting
Requirements summary:
- Degree in business or finance
- 2+ years of people and resource management
- 3+ years of client services in asset management
- Project management and business analysis experience
- Working knowledge of listed and OTC products
- Proficiency in Microsoft Office
Tools & skills
Source and dates
Employer career site / ATS feed · oraclecloud
- Employer posting date
- 2026-09-25
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-09
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Manager |
| Department | Business operations |
| Experience | 5+ years |
| Management experience | 2+ years |
| Manages people | Yes |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Encouraged to apply | People with disabilities |
| Education | Bachelor’s degree (required) |
| Fields of study | Business, Finance |
| Perks mentioned | Flexible hours, Tuition support, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
The Citco Group Limited
| Field | Value |
|---|---|
| Headquarters | Road Town |
| Open jobs on Jobsy | 81 |
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:
The role of an Client Integration Manager involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Manager is responsible for managing virtual teams that assist clients in integrating the Citco services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Manager role is part of a global onboarding team and may be required to support multiple time zones during large project.
Your Role:
Sales Preparation:
Booking Sample Portfolios for Pitches
Request for proposal/information assistance
Direct source of information to Business Development on Vendors/Conversion/Interfaces
Project Manage / Functional Task Owner
Incoming file testing
- New Clients
- Existing Clients New Business
- Existing Clients New Asset Classes
- Migrations to New Vendor
Instruct/Extract
- Standard - Stakeholder/Business Analyst/Testing
- Custom - Extract File Development - Stakeholder/Business Analyst/Testing
- Migrations to New Vendor
Functional Data Migrations
Internal Data Conversions
External Data Conversions
Internal System Migrations
Technology / Functional Task Owner
Responsible for System Set up and Coordination with Third Parties
Control Client User setup / Permissions
Responsible for Client Reporting Data Capture and Coordination with Third Parties
Client / Vendor Relationship Management
Engage with Existing Clients/Vendor on Efficiency Projects
- Operational Process Review - Stakeholder
- Operational Process Review - Stakeholder
Administrative Reporting
Tracking of projects, progress, status and deadlines
MIS Reporting
Finance
Stakeholder for Invoicing for Communications & Connectivity Charges
Management
Team Management
Pipeline/Project/Resourcing Management
Oversight, Recruitment, Training and Development
About You:
- Degree qualified in a business or Finance related disciple
- 2+ years of people and resource management experience
- 3+ years of client services within the asset management industry
- 5-6 years in the financial services industry
- Proven interest in the financial markets and hedge fund industry
- Proven Project Management Experience
- Proven Business Analysis Experience
- Working knowledge of Listed and OTC products
- Must be creative and innovative with a client focus
- Proficient in Microsoft Office applications
- Attention to detail
- A ‘team player’ who can work well within the function to deliver a quality service
- Middle Office experience (Desirable)
- Project Manager Qualifications (Desirable)
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
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